PUTNAM ETF TRUST (FTMS)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
42
Reporting holders
$132.2M
Reported value
0.0%
Held as options
+4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.6M | 6,712,644 | 0.11% | 3q | +8.0%+$4.9M |
| Vise Technologies, Inc. | $8.1M | 817,591 | 0.09% | 3q | +201.2%+$5.4M |
| Cetera Investment Advisers | $6.8M | 686,419 | 0.01% | 3q | +6.6%+$422.3K |
| RAYMOND JAMES FINANCIAL INC | $5.9M | 597,222 | 0.00% | 3q | -9.5%-$624.6K |
| NewEdge Advisors, LLC | $5.8M | 587,973 | 0.02% | new | NEW |
| LPL Financial LLC | $5.7M | 570,452 | 0.00% | 3q | -1.9%-$107.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 485,382 | 0.01% | 3q | -13.0%-$719.1K |
| JPMORGAN CHASE & CO | $4.8M | 481,696 | 0.00% | 3q | +1486.3%+$4.5M |
| IRON Financial LLC | $4.4M | 444,917 | 1.83% | 2q | +54.7%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $3.3M | 332,654 | 0.00% | 3q | +23.1%+$619.1K |
| Investmark Advisory Group LLC | $1.9M | 190,626 | 0.72% | 3q | -3.5%-$69.7K |
| Elequin Capital, LP | $1.8M | 183,254 | 0.05% | new | NEW |
| Private Advisor Group, LLC | $1.2M | 118,829 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $1.0M | 101,341 | 0.01% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $946.8K | 95,202 | 0.00% | 2q | +92.5%+$454.9K |
| Merit Financial Group, LLC | $927.7K | 93,284 | 0.00% | 3q | +23.3%+$175.4K |
| Stonebridge Financial Group, LLC / MO | $893.6K | 89,854 | 0.59% | 3q | -3.5%-$32.1K |
| OSAIC HOLDINGS, INC. | $801.4K | 80,563 | 0.00% | 3q | +7.0%+$52.1K |
| MML INVESTORS SERVICES, LLC | $741.4K | 74,551 | 0.00% | 3q | +21.3%+$130.1K |
| JANE STREET GROUP, LLC | $670.3K | 67,397 | 0.00% | 2q | +111.0%+$352.6K |
| BEAM WEALTH ADVISORS, INC. | $577.2K | 58,171 | 0.07% | 3q | +84.1%+$263.7K |
| Mutual Advisors, LLC | $563.3K | 56,638 | 0.01% | 3q | -13.7%-$89.5K |
| GOLDMAN SACHS GROUP INC | $533.7K | 53,670 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $440.2K | 44,265 | 0.00% | 3q | -20.1%-$110.6K |
| ENVESTNET ASSET MANAGEMENT INC | $420.2K | 42,254 | 0.00% | new | NEW |
| Formidable Asset Management, LLC | $363.4K | 36,690 | 0.06% | new | NEW |
| Balboa Wealth Partners | $356.9K | 35,885 | 0.05% | 3q | HELD |
| GGM Financial LLC | $239.1K | 24,042 | 0.09% | 3q | +0.8%+$2.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $233.2K | 23,450 | 0.01% | 2q | -33.3%-$116.4K |
| OLD MISSION CAPITAL LLC | $206.6K | 20,770 | 0.00% | 2q | -66.5%-$409.7K |
| Sanctuary Advisors, LLC | $199.7K | 20,080 | 0.00% | 3q | HELD |
| Clear Creek Financial Management, LLC | $198.9K | 20,000 | 0.01% | new | NEW |
| Fiduciary Trust Co | $156.6K | 15,751 | 0.00% | 3q | HELD |
| Regal Investment Advisors LLC | $149.2K | 15,000 | 0.01% | 2q | HELD |
| Occidental Asset Management, LLC | $149.2K | 15,000 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $41.8K | 4,200 | 0.00% | new | NEW |
| AE Wealth Management LLC | $32.2K | 3,234 | 0.00% | 3q | +296.3%+$24.0K |
| ROYAL BANK OF CANADA | $29.0K | 2,878 | 0.00% | 3q | -94.1%-$462.4K |
| FMR LLC | $23.7K | 2,384 | 0.00% | 3q | -2.2% |
| IFP Advisors, Inc | $11.6K | 1,171 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $9.6K | 968 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $0 | 0 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $132.2M | 13,308,352 | 10 | 14 | 11 | 0.0% |
| Q1 2026 | 38 | $107.0M | 10,812,297 | 8 | 8 | 10 | 0.0% |
| Q4 2025 | 34 | $129.5M | 13,012,835 | 33 | 0 | 0 | 0.0% |