PUTNAM ETF TRUST (PEMX)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
12
Reporting holders
$25.7M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| CASTLE WEALTH MANAGEMENT LLC | $12.0M | 131,176 | 3.56% | 7q | -1.5%-$178.8K |
| FRANKLIN RESOURCES INC | $11.0M | 120,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $556.4K | 6,068 | 0.00% | 2q | -34.2%-$288.9K |
| HighTower Advisors, LLC | $526.4K | 5,740 | 0.00% | 11q | HELD |
| Miller Global Investments, LLC | $394.5K | 4,302 | 0.33% | 3q | -2.4%-$9.5K |
| OLD MISSION CAPITAL LLC | $266.2K | 2,903 | 0.00% | 7q | -19.3%-$63.8K |
| Belpointe Asset Management LLC | $249.0K | 2,715 | 0.01% | new | NEW |
| Fortis Capital Advisors, LLC | $249.0K | 2,715 | 0.03% | new | NEW |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $219.1K | 2,389 | 0.08% | new | NEW |
| ROYAL BANK OF CANADA | $172.0K | 1,881 | 0.00% | 9q | -3.1%-$5.5K |
| UBS Group AG | $24.9K | 272 | 0.00% | 3q | +244.3%+$17.7K |
| OSAIC HOLDINGS, INC. | $1.6K | 18 | 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 | 12 | $25.7M | 280,179 | 5 | 1 | 5 | 0.0% |
| Q1 2026 | 7 | $11.1M | 158,109 | 1 | 2 | 3 | 0.0% |
| Q4 2025 | 9 | $11.0M | 170,476 | 1 | 2 | 3 | 0.0% |
| Q3 2025 | 7 | $10.6M | 169,201 | 0 | 3 | 3 | 0.0% |
| Q2 2025 | 8 | $10.6M | 178,122 | 1 | 5 | 1 | 0.0% |
| Q1 2025 | 9 | $4.9M | 97,580 | 3 | 1 | 2 | 0.0% |
| Q4 2024 | 7 | $4.3M | 83,276 | 3 | 1 | 1 | 0.0% |
| Q3 2024 | 6 | $5.8M | 105,178 | 0 | 3 | 1 | 0.0% |
| Q2 2024 | 5 | $6.2M | 114,973 | 3 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $6.3M | 125,740 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 2 | $5.8M | 125,740 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $5.4M | 130,000 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $5.6M | 130,000 | 1 | 0 | 0 | 0.0% |