Putnam ETF Trust - FTMA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,223,035 | 28,894 | 0.04% | 0.04% | 1 | +248,237 | 8.34% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,010,401 | 26,995 | 0.01% | 0.01% | 2 | -90,899 | -2.93% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,669,086 | 23,928 | 0.0% | 0.0% | 3 | +791,709 | 42.17% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 685,383 | 6,144 | 0.0% | 0.0% | 4 | +103,913 | 17.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 313,007 | 2,806 | 0.0% | 0.0% | 5 | +60,776 | 24.1% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 287,722 | 2,579 | 0.01% | 0.0% | 6 | +211,588 | 277.92% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 270,420 | 2,424 | 0.0% | 0.0% | 7 | +2,285 | 0.85% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 263,724 | 2,364 | 0.0% | 0.0% | 8 | -89,797 | -25.4% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 255,120 | 2,287 | 0.0% | 0.0% | 9 | +12,491 | 5.15% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 225,465 | 2,021 | 0.09% | 0.09% | 10 | +1,018 | 0.45% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 224,000 | 2,008 | 0.0% | 0.0% | 11 | +18,058 | 8.77% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 199,512 | 1,788 | 0.71% | 0.35% | 12 | +99,756 | 100.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 172,007 | 1,542 | 0.0% | 0.0% | 13 | -3,038 | -1.74% | Q1 2026 | May 13, 2026 |
| Alta Wealth Advisors LLC | History | No change | 155,428 | 1,393 | 0.45% | 0.47% | 14 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 131,207 | 1,176 | 0.0% | 0.0% | 15 | -10,702 | -7.54% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 126,070 | 1,130 | 0.01% | 0.01% | 16 | -43,328 | -25.58% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 112,451 | 1,008 | 0.0% | 0.0% | 17 | +19 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Abbot Financial Management, Inc. | History | No change | 102,442 | 918 | 0.38% | 0.38% | 18 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,480 | 444 | 0.0% | 0.0% | 19 | -11,875 | -19.35% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 45,959 | 412 | 0.02% | — | 20 | +45,959 | New | Q1 2026 | Apr 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 45,714 | 411 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 39,479 | 354 | 0.0% | — | 22 | +39,479 | New | Q1 2026 | Apr 22, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 36,492 | 327 | 0.12% | 0.1% | 23 | +276 | 0.76% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 34,070 | 305 | 0.0% | 0.01% | 24 | +9,556 | 38.98% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 26,163 | 234 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,875 | 223 | 0.0% | 0.0% | 26 | +1,133 | 4.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,097 | 216 | 0.0% | 0.0% | 27 | -56,389 | -70.06% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | New | 22,333 | 200 | 0.02% | — | 28 | +22,333 | New | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | New | 21,977 | 197 | 0.0% | — | 29 | +21,977 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,854 | 186 | 0.0% | 0.0% | 30 | -6,003 | -22.35% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 19,963 | 178 | 0.01% | 0.01% | 31 | +1,909 | 10.57% | Q1 2026 | May 08, 2026 |
| Stablepoint Partners, LLC | History | New | 19,229 | 172 | 0.03% | — | 33 | +19,229 | New | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 19,247 | 172 | 0.0% | 0.0% | 32 | -2,656 | -12.13% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,348 | 164 | 0.0% | 0.0% | 34 | -4,206 | -18.65% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,349 | 156 | 0.0% | 0.0% | 35 | -13,282 | -43.36% | Q1 2026 | Apr 30, 2026 |
| James J. Burns & Company, LLC | History | Added to | 17,284 | 154 | 0.02% | 0.02% | 36 | +27 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 17,111 | 153 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,059 | 152 | 0.01% | 0.01% | 38 | -2,171 | -11.29% | Q1 2026 | Apr 28, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 16,548 | 148 | 0.07% | — | 39 | +16,548 | New | Q1 2026 | Apr 27, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 15,873 | 142 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mechanics Bank Trust Department | History | No change | 14,830 | 132 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 14,202 | 126 | 0.0% | 0.0% | 42 | -5,400 | -27.55% | Q1 2026 | May 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 14,077 | 126 | 0.04% | 0.06% | 43 | -3,785 | -21.19% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | New | 13,346 | 119 | 0.0% | — | 44 | +13,346 | New | Q1 2026 | Apr 07, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 12,860 | 115 | 0.08% | 0.09% | 45 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 12,063 | 108 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 10,706 | 95 | 0.0% | — | 47 | +10,706 | New | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | No change | 10,494 | 94 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 6,692 | 59 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 5,380 | 48 | 0.0% | 0.0% | 50 | -18,273 | -77.25% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,586 | 32 | 0.0% | — | 51 | +3,586 | New | Q1 2026 | Apr 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,700 | 24 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 1,889 | 16 | 0.0% | — | 53 | +1,889 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | New | 417 | 3 | 0.0% | — | 54 | +417 | New | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -287,673 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,346 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -5,600 | -100.0% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |