Putnam ETF Trust - FTMS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,217,136 | 61,518 | 0.13% | 0.11% | 1 | -2,125,599 | -25.48% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 660,025 | 6,537 | 0.0% | 0.0% | 2 | +204,333 | 44.84% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 643,952 | 6,378 | 0.01% | 0.01% | 3 | +52,630 | 8.9% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 581,294 | 5,757 | 0.0% | 0.0% | 4 | +154,519 | 36.21% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 557,685 | 5,523 | 0.01% | 0.01% | 5 | -145,640 | -20.71% | Q1 2026 | Apr 27, 2026 |
| IRON Financial LLC | History | New | 287,616 | 2,848 | 1.24% | — | 6 | +287,616 | New | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 271,415 | 2,695 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 270,307 | 2,678 | 0.0% | 0.0% | 8 | +3,154 | 1.18% | Q1 2026 | May 15, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 197,630 | 1,957 | 0.84% | 0.85% | 9 | -2,903 | -1.45% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 133,456 | 1,321 | 0.0% | 0.0% | 10 | -36,582 | -21.51% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 101,341 | 1,003 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 93,081 | 921 | 0.78% | 0.8% | 12 | +256 | 0.28% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | No change | 75,647 | 749 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,325 | 745 | 0.0% | 0.0% | 14 | -3,063 | -3.91% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 65,634 | 650 | 0.01% | 0.01% | 15 | +8,103 | 14.08% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 61,963 | 613 | 0.01% | — | 16 | +61,963 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 61,466 | 608 | 0.0% | 0.0% | 17 | -13,084 | -17.55% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 55,386 | 548 | 0.0% | 0.0% | 18 | -39,922 | -41.89% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 49,458 | 489 | 0.0% | — | 19 | +49,458 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 48,769 | 483 | 0.0% | 0.0% | 20 | +27,154 | 125.63% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | No change | 35,885 | 355 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 35,150 | 348 | 0.02% | — | 22 | +35,150 | New | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,947 | 316 | 0.0% | — | 23 | +31,947 | New | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 31,592 | 312 | 0.08% | 0.09% | 24 | -1,320 | -4.01% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,366 | 300 | 0.0% | 0.0% | 25 | +5,265 | 20.98% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | New | 30,000 | 297 | 0.01% | — | 26 | +30,000 | New | Q1 2026 | Apr 30, 2026 |
| GGM Financial LLC | History | Added to | 23,844 | 236 | 0.11% | 0.11% | 27 | +136 | 0.57% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 20,080 | 198 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 15,751 | 156 | 0.0% | 0.0% | 29 | -18,824 | -54.44% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 15,000 | 148 | 0.01% | — | 30 | +15,000 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,789 | 106 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SFMG, LLC | History | No change | 10,584 | 104 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | New | 3,968 | 39 | 0.0% | — | 33 | +3,968 | New | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | No change | 3,362 | 33 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 2,438 | 24 | 0.0% | 0.0% | 35 | -122 | -4.77% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1,171 | 11 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 968 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | No change | 816 | 8 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -536,664 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -161,622 | -100.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -71,714 | -100.0% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,282 | -100.0% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | May 11, 2026 |