HolderBook

PUTNAM ETF TRUST (FTMH)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

90
Reporting holders
$148.6M
Reported value
0.0%
Held as options
+13
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
HighTower Advisors, LLC$19.6M1,649,1560.02%3q-3.4%-$686.1K
LPL Financial LLC$17.3M1,460,0420.00%3q+28.6%+$3.9M
UBS Group AG$9.1M768,1840.00%3q+5.8%+$498.4K
BANK OF AMERICA CORP /DE/$9.0M756,1060.00%3q+20.7%+$1.5M
Stratos Investment Management, LLC$8.8M744,7600.32%newNEW
CAPTRUST FINANCIAL ADVISORS$8.1M683,9960.01%3q+3.2%+$250.4K
MORGAN STANLEY$8.1M683,1280.00%3q+30.3%+$1.9M
Prentice Wealth Management LLC$6.2M524,3111.29%2q+8.2%+$469.7K
WELLS FARGO & COMPANY/MN$6.0M506,4040.00%3q+260.6%+$4.3M
RAYMOND JAMES FINANCIAL INC$4.6M390,5320.00%3q+103.5%+$2.4M
ENVESTNET ASSET MANAGEMENT INC$3.8M316,6960.00%3q+14.3%+$469.5K
AMERIPRISE FINANCIAL INC$3.5M294,4370.00%3q+30.0%+$806.6K
JANE STREET GROUP, LLC$3.0M256,6290.00%3q+176.6%+$1.9M
Cetera Investment Advisers$2.9M246,6730.00%3q+18.0%+$446.3K
Palatine Hill Wealth Management, LLC$2.4M203,3331.95%2q+8.9%+$197.0K
Bensler, LLC$2.3M190,8560.20%newNEW
TRUIST FINANCIAL CORP$2.3M189,9470.00%3q-0.6%-$13.3K
BARNES PETTEY FINANCIAL ADVISORS, LLC$2.0M169,1180.63%3q+1.1%+$21.0K
OSAIC HOLDINGS, INC.$1.9M162,6030.00%3q+45.4%+$602.8K
&PARTNERS$1.8M149,1380.01%3q+9.9%+$159.3K
COMMONWEALTH EQUITY SERVICES, LLC$1.5M125,6340.00%3q-1.4%-$21.8K
Elequin Capital, LP$1.3M107,7800.04%newNEW
RIVERSEDGE ADVISORS, LLC$1.3M106,7350.17%2q-6.4%-$87.4K
JONES FINANCIAL COMPANIES LLLP$1.2M103,0160.00%3q+85.3%+$562.4K
Waverly Advisors, LLC$1.1M91,4520.01%3q-10.0%-$121.1K
ROYAL BANK OF CANADA$1.1M90,4600.00%3q+20.1%+$180.1K
McAdam, LLC$1.0M86,9830.04%newNEW
Bank of New York Mellon Corp$1.0M86,0950.00%2q-28.9%-$415.4K
Creative Planning$923.8K77,7580.00%3q+392.9%+$736.3K
Archer Investment Corp$916.6K77,1580.09%3q+95.7%+$448.2K
MERCER GLOBAL ADVISORS INC /ADV$838.8K70,6080.00%2q+100.1%+$419.6K
Rockefeller Capital Management L.P.$838.3K70,5680.00%3q+8.1%+$62.6K
OLD MISSION CAPITAL LLC$824.2K69,3740.01%3q-11.5%-$107.6K
Strategic Financial Concepts, LLC$692.0K58,2510.21%2q-1.4%-$9.7K
GOLDMAN SACHS GROUP INC$627.7K52,8400.00%newNEW
Apollon Wealth Management, LLC$625.1K52,6180.01%3qHELD
Bill Few Associates, Inc.$462.2K38,9020.10%2q+15.1%+$60.6K
MML INVESTORS SERVICES, LLC$461.0K38,8030.00%3q+15.9%+$63.1K
Kestra Advisory Services, LLC$439.2K36,9710.00%3q+1.7%+$7.3K
OPPENHEIMER & CO INC$436.3K36,7260.00%3q+38.0%+$120.2K
Equitable Holdings, Inc.$417.6K35,1540.00%newNEW
Avior Wealth Management, LLC$415.1K34,9370.01%2qHELD
Pinnacle Financial Partners, Inc.$410.1K34,5200.00%2q+9.1%+$34.0K
Riverbend Wealth Management, LLC$404.3K34,0340.20%newNEW
Cullen/Frost Bankers, Inc.$384.2K32,3360.00%2q+35.0%+$99.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$377.1K31,7430.00%3q+67.3%+$151.7K
OneAscent Financial Services LLC$333.0K28,0290.02%3q+0.8%+$2.8K
INDEPENDENT FINANCIAL GROUP, LLC$292.5K24,6190.01%2q+63.3%+$113.4K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$266.0K22,3930.01%newNEW
Patten Group, Inc.$255.6K21,5150.04%3qHELD
STIFEL FINANCIAL CORP$246.0K20,7100.00%3q-1.2%-$3.0K
CURA WEALTH ADVISORS, LLC$241.0K20,2830.10%2q+1.1%+$2.7K
Integrated Wealth Concepts LLC$212.7K17,9020.00%newNEW
SILVER OAK SECURITIES, INCORPORATED$206.9K17,4200.01%3qHELD
HighPoint Advisor Group LLC$203.3K17,1120.01%2q+1.1%+$2.3K
NewEdge Advisors, LLC$203.2K17,1040.00%3q+63.4%+$78.8K
Garden State Investment Advisory Services LLC$202.7K17,0590.04%3qHELD
Wealthspire Advisors, LLC$201.9K16,9990.00%3qHELD
INSIGNEO ADVISORY SERVICES, LLC$193.8K16,3120.01%newNEW
626 Financial, LLC$174.2K14,6630.07%3qHELD
StoneX Group Inc.$170.2K14,3300.01%3qHELD
Advisory Services Network, LLC$168.0K14,1380.00%3q+1.1%+$1.8K
Ascent Group, LLC$167.1K14,0630.00%3qHELD
Koshinski Asset Management, Inc.$162.7K13,6980.01%3q+1.1%+$1.8K
MMA ASSET MANAGEMENT LLC$158.7K13,3540.05%newNEW
OPTIMA CAPITAL LLC$152.6K12,8450.06%newNEW
RMR Wealth Builders$139.4K11,7300.01%3q-33.7%-$70.7K
COZAD ASSET MANAGEMENT INC$136.6K11,4960.01%3q-15.6%-$25.2K
CITADEL ADVISORS LLC$131.5K11,0670.00%newNEW
Rooted Wealth Advisors, Inc.$131.0K11,0300.03%3qHELD
Kestra Investment Management, LLC$124.1K10,4440.00%newNEW
PRIVATE TRUST CO NA$121.4K10,2170.01%newNEW
Ashton Thomas Private Wealth, LLC$116.3K9,7910.00%2qHELD
AMERIFLEX GROUP, INC.$94.9K7,9870.04%3qHELD
FMR LLC$76.7K6,4600.00%3q+312.3%+$58.1K
FIFTH THIRD BANCORP$69.8K5,8720.00%3q+10.8%+$6.8K
Strategic Investment Solutions, Inc. /IL$60.5K5,0960.01%3q+1.1%
TRUST CO OF VERMONT$55.3K4,6550.00%newNEW
PlanVest Financial, Inc$50.8K4,2800.03%newNEW
Financial Gravity Companies, Inc.$37.6K3,1670.01%newNEW
FRANKLIN RESOURCES INC$35.3K2,9680.00%2q-1.5%
Allworth Financial LP$25.4K2,1350.00%3qHELD
Farther Finance Advisors, LLC$18.3K1,5360.00%3q+1.1%
Rialto Wealth Management, LLC$14.9K1,2510.00%newNEW
LANARK FINANCIAL, INC.$11.3K9500.00%3qHELD
Arax Advisory Partners$10.5K8870.00%3qHELD
Elevated Capital Advisors, LLC$8.8K7400.00%3qHELD
AdvisorNet Financial, Inc$2.8K2320.00%3qHELD
ASSETMARK, INC$2.6K2230.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.1K93,2560.00%3q+94.8%
JPMORGAN CHASE & CO$392330.00%2q-95.4%-$8.2K
NATIXIS ADVISORS, LLC$37531,6060.00%newNEW
THOROUGHBRED FINANCIAL SERVICES, LLC$16814,1780.01%3qHELD
BESSEMER GROUP INC$262,1470.00%3qHELD
Capital Analysts, LLC$75480.00%3q-7.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202690$148.6M12,506,3002040130.0%
Q1 202677$108.5M9,413,7262024110.0%
Q4 202563$83.2M7,186,73763000.0%