PUTNAM ETF TRUST (FTMU)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
82
Reporting holders
$77.0M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $16.5M | 2,080,410 | 0.00% | 3q | +276.7%+$12.1M |
| AMERIPRISE FINANCIAL INC | $13.5M | 1,703,693 | 0.00% | 3q | -18.5%-$3.1M |
| LPL Financial LLC | $5.4M | 682,466 | 0.00% | 3q | +32.8%+$1.3M |
| UBS Group AG | $2.9M | 364,358 | 0.00% | 3q | -5.6%-$170.6K |
| RAYMOND JAMES FINANCIAL INC | $2.8M | 359,375 | 0.00% | 3q | +39.2%+$803.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 327,106 | 0.00% | 3q | +44.2%+$796.1K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 315,968 | 0.00% | 3q | +12.6%+$281.0K |
| MORGAN STANLEY | $2.2M | 281,748 | 0.00% | 3q | +34.7%+$575.4K |
| OSAIC HOLDINGS, INC. | $2.1M | 268,169 | 0.00% | 3q | +100.6%+$1.1M |
| Cetera Investment Advisers | $2.0M | 256,971 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 229,971 | 0.00% | 3q | -7.1%-$139.2K |
| BCS Wealth Management | $1.8M | 225,776 | 0.32% | 3q | HELD |
| McAdam, LLC | $1.8M | 223,687 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $1.7M | 213,212 | 0.00% | 3q | +80.0%+$751.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 152,627 | 0.00% | 3q | +1.5%+$17.4K |
| Private Advisor Group, LLC | $1.0M | 130,481 | 0.00% | 3q | +17.6%+$154.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $989.4K | 124,766 | 0.04% | 3q | +84.2%+$452.1K |
| IFP Advisors, Inc | $877.4K | 110,647 | 0.02% | 3q | +4.2%+$35.3K |
| MML INVESTORS SERVICES, LLC | $781.1K | 98,497 | 0.00% | 3q | +81.1%+$349.9K |
| Corient Private Wealth LP | $673.4K | 84,922 | 0.00% | 3q | +100.0%+$336.7K |
| Kestra Advisory Services, LLC | $671.8K | 84,721 | 0.00% | 3q | +0.6%+$4.2K |
| Elequin Capital, LP | $656.2K | 82,754 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $625.0K | 78,835 | 0.00% | 3q | +91.7%+$298.9K |
| CITIGROUP INC | $624.1K | 78,701 | 0.00% | 3q | +64.6%+$245.0K |
| Kingsview Wealth Management, LLC | $537.3K | 67,754 | 0.01% | new | NEW |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $530.5K | 66,894 | 0.14% | 2q | +113.6%+$282.1K |
| Focus Partners Wealth | $408.0K | 51,444 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $385.3K | 48,582 | 0.00% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $383.6K | 48,374 | 0.00% | new | NEW |
| Andrews Advisory Associates, LLC | $378.6K | 47,748 | 0.18% | 3q | +1.0%+$3.8K |
| Bill Few Associates, Inc. | $347.3K | 43,800 | 0.07% | 2q | HELD |
| Kovack Advisors, Inc. | $345.7K | 43,654 | 0.02% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $268.2K | 33,755 | 0.00% | 3q | +1.0%+$2.7K |
| PRIVATE TRUST CO NA | $244.5K | 30,832 | 0.02% | new | NEW |
| CAPE ANN SAVINGS BANK | $239.0K | 30,139 | 0.11% | 2q | HELD |
| Mariner, LLC | $238.5K | 30,075 | 0.00% | 3q | -39.0%-$152.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $234.9K | 29,620 | 0.01% | 2q | +66.8%+$94.0K |
| HARBOUR INVESTMENTS, INC. | $232.3K | 29,298 | 0.00% | 3q | +23.7%+$44.5K |
| Certified Advisory Corp | $225.1K | 28,385 | 0.02% | 2q | +43.2%+$67.9K |
| Fisher Asset Management, LLC | $205.3K | 25,886 | 0.00% | new | NEW |
| Heritage Wealth Management, Inc. | $198.6K | 25,039 | 0.05% | new | NEW |
| Archer Investment Management, LLC | $195.6K | 24,671 | 0.07% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $188.1K | 23,725 | 0.09% | 3q | HELD |
| Fifth Third Securities, Inc. | $167.5K | 21,123 | 0.01% | new | NEW |
| &PARTNERS | $164.8K | 20,777 | 0.00% | 3q | -28.6%-$65.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $161.7K | 20,386 | 0.00% | 2q | +102.0%+$81.6K |
| Triton Wealth Management, PLLC | $158.8K | 20,170 | 0.05% | 3q | +1.4%+$2.1K |
| Jacobi Capital Management LLC | $147.9K | 18,647 | 0.01% | 3q | +0.6% |
| CAPTRUST FINANCIAL ADVISORS | $124.9K | 15,750 | 0.00% | 3q | +1.0%+$1.3K |
| Creative Planning | $123.1K | 15,529 | 0.00% | 3q | +18.0%+$18.8K |
| Cornerstone Wealth Management, LLC | $119.7K | 15,095 | 0.01% | 3q | HELD |
| Arax Advisory Partners | $117.4K | 14,808 | 0.00% | new | NEW |
| Modera Wealth Management, LLC | $116.9K | 14,747 | 0.00% | 3q | HELD |
| Moors & Cabot, Inc. | $116.3K | 14,672 | 0.00% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $113.2K | 14,274 | 0.00% | 3q | HELD |
| TRUIST FINANCIAL CORP | $112.8K | 14,222 | 0.00% | 3q | HELD |
| REGIONS FINANCIAL CORP | $112.5K | 14,192 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $110.6K | 13,952 | 0.00% | 3q | +0.6% |
| Summit Financial Consulting LLC | $109.6K | 13,827 | 0.07% | new | NEW |
| Evanson Financial, LLC | $108.6K | 13,696 | 0.01% | new | FIRST |
| BURKE & HERBERT BANK & TRUST CO | $103.9K | 13,105 | 0.03% | 3q | HELD |
| TRUST POINT INC. | $103.5K | 13,007 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $103.1K | 13,000 | 0.00% | new | NEW |
| COMMERCE BANK | $100.0K | 12,613 | 0.00% | 3q | HELD |
| Arrowroot Family Office, LLC | $99.5K | 12,550 | 0.03% | 3q | +1.0%+$1.0K |
| HUNTINGTON NATIONAL BANK | $97.6K | 12,311 | 0.00% | new | NEW |
| Allworth Financial LP | $90.0K | 11,347 | 0.00% | 3q | +1.0% |
| Brookstone Capital Management | $83.3K | 10,500 | 0.00% | new | NEW |
| MONETA GROUP INVESTMENT ADVISORS LLC | $82.5K | 10,398 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $62.8K | 7,917 | 0.00% | 3q | HELD |
| Archer Investment Corp | $52.3K | 6,596 | 0.01% | 3q | +100.0%+$26.2K |
| Atlantic Union Bankshares Corp | $50.9K | 6,418 | 0.00% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $43.9K | 5,541 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $39.6K | 4,988 | 0.00% | 3q | HELD |
| Axiom Investment Management LLC | $25.5K | 3,218 | 0.02% | 2q | HELD |
| CoreCap Advisors, LLC | $22.7K | 2,864 | 0.00% | 2q | HELD |
| FMR LLC | $12.6K | 1,584 | 0.00% | 3q | +7.3% |
| ASSETMARK, INC | $6.4K | 808 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $5.7K | 725 | 0.00% | 2q | -29.9%-$2.5K |
| Clearstead Advisors, LLC | $4.4K | 549 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.9K | 488,092 | 0.00% | 3q | +99.2%+$1.9K |
| Align Financial, LLC | $2.8K | 359 | 0.00% | 3q | HELD |
| BOSTON FAMILY OFFICE LLC | $845 | 106,576 | 0.05% | 3q | +208.2% |
| NATIXIS ADVISORS, LLC | $375 | 47,355 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $232 | 29,353 | 0.00% | new | NEW |
| Capital Analysts, LLC | $36 | 4,549 | 0.00% | 3q | -7.0% |
| FRANKLIN RESOURCES INC | $16 | 2 | 0.00% | 3q | HELD |
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 | 82 | $77.0M | 9,715,803 | 17 | 33 | 6 | 0.0% |
| Q1 2026 | 72 | $54.9M | 7,045,705 | 16 | 25 | 14 | 0.0% |
| Q4 2025 | 63 | $36.1M | 4,621,550 | 60 | 0 | 0 | 0.0% |