Putnam ETF Trust - FTMS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,342,735 | 83,093 | 0.11% | — | 1 | +8,342,735 | New | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 703,325 | 6,984 | 0.01% | — | 2 | +703,325 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | New | 591,322 | 5,871 | 0.01% | — | 3 | +591,322 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 536,664 | 5,329 | 0.02% | — | 4 | +536,664 | New | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 455,692 | 4,525 | 0.0% | — | 5 | +455,692 | New | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | New | 426,775 | 4,237 | 0.0% | — | 6 | +426,775 | New | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | New | 271,415 | 2,695 | 0.05% | — | 7 | +271,415 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 267,153 | 2,652 | 0.0% | — | 8 | +267,153 | New | Q4 2025 | Feb 17, 2026 |
| Investmark Advisory Group LLC | History | New | 200,533 | 1,991 | 0.85% | — | 9 | +200,533 | New | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | New | 170,038 | 1,688 | 0.0% | — | 10 | +170,038 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 161,622 | 1,604 | 0.0% | — | 11 | +161,622 | New | Q4 2025 | Mar 16, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 101,341 | 1,006 | 0.01% | — | 12 | +101,341 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 95,308 | 946 | 0.0% | — | 13 | +95,308 | New | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 92,825 | 921 | 0.8% | — | 14 | +92,825 | New | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 78,388 | 778 | 0.0% | — | 15 | +78,388 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 75,647 | 751 | 0.01% | — | 16 | +75,647 | New | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 74,550 | 740 | 0.0% | — | 17 | +74,550 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | New | 71,714 | 712 | 0.11% | — | 18 | +71,714 | New | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | New | 57,531 | 571 | 0.01% | — | 19 | +57,531 | New | Q4 2025 | Feb 02, 2026 |
| Balboa Wealth Partners | History | New | 35,885 | 356 | 0.06% | — | 20 | +35,885 | New | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY TRUST CO | History | New | 34,575 | 343 | 0.0% | — | 21 | +34,575 | New | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 32,912 | 326 | 0.09% | — | 22 | +32,912 | New | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | New | 25,101 | 249 | 0.0% | — | 23 | +25,101 | New | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | New | 23,708 | 235 | 0.11% | — | 24 | +23,708 | New | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,615 | 215 | 0.0% | — | 25 | +21,615 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 20,080 | 199 | 0.0% | — | 26 | +20,080 | New | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | New | 17,282 | 171 | 0.0% | — | 27 | +17,282 | New | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | New | 10,789 | 107 | 0.0% | — | 28 | +10,789 | New | Q4 2025 | Jan 20, 2026 |
| SFMG, LLC | History | New | 10,584 | 105 | 0.01% | — | 29 | +10,584 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 3,362 | 33 | 0.0% | — | 30 | +3,362 | New | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | New | 2,560 | 25 | 0.0% | — | 31 | +2,560 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 1,171 | 11 | 0.0% | — | 32 | +1,171 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 968 | 9 | 0.0% | — | 33 | +968 | New | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | New | 816 | 8 | 0.0% | — | 34 | +816 | New | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 211 | 2 | 0.0% | — | 35 | +211 | New | Q4 2025 | Feb 13, 2026 |