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 | Added to | 6,712,644 | 66,589 | 0.11% | 0.13% | 1 | +495,508 | 7.97% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 817,591 | 8,130 | 0.09% | 0.05% | 2 | +546,176 | 201.23% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 686,419 | 6,826 | 0.01% | 0.01% | 3 | +42,467 | 6.59% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 597,222 | 5,939 | 0.0% | 0.0% | 4 | -62,803 | -9.52% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 587,973 | 5,847 | 0.02% | 0.02% | 5 | +8,649 | 1.49% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 570,452 | 5,673 | 0.0% | 0.0% | 6 | -10,842 | -1.87% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 485,382 | 4,827 | 0.01% | 0.01% | 7 | -72,303 | -12.96% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 481,696 | 4,783 | 0.0% | 0.0% | 8 | +451,330 | 1486.3% | Q2 2026 | Aug 12, 2026 |
| IRON Financial LLC | History | Added to | 444,917 | 4,424 | 1.83% | 1.24% | 9 | +157,301 | 54.69% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 332,654 | 3,303 | 0.0% | 0.0% | 10 | +62,347 | 23.07% | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 190,626 | 1,895 | 0.72% | 0.84% | 11 | -7,004 | -3.54% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | New | 183,254 | 1,822 | 0.05% | — | 12 | +183,254 | New | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 118,829 | 1,181 | 0.01% | — | 13 | +118,829 | New | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 101,341 | 1,007 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 89,854 | 893 | 0.59% | 0.78% | 15 | -3,227 | -3.47% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 80,563 | 801 | 0.0% | 0.0% | 16 | +5,238 | 6.95% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 74,551 | 741 | 0.0% | 0.0% | 17 | +13,085 | 21.29% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 67,397 | 670 | 0.0% | 0.0% | 18 | +35,450 | 110.97% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 56,638 | 563 | 0.01% | 0.01% | 19 | -8,996 | -13.71% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 53,670 | 533 | 0.0% | — | 20 | +53,670 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 47,601 | 473 | 0.0% | 0.0% | 21 | -1,857 | -3.75% | Q2 2026 | Aug 19, 2026 |
| Merit Financial Group, LLC | History | Reduced | 46,642 | 463 | 0.0% | 0.01% | 22 | -29,005 | -38.34% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 44,265 | 440 | 0.0% | 0.0% | 23 | -11,121 | -20.08% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 42,254 | 420 | 0.0% | — | 24 | +42,254 | New | Q2 2026 | Sep 23, 2026 |
| Formidable Asset Management, LLC | History | New | 36,690 | 363 | 0.06% | — | 25 | +36,690 | New | Q2 2026 | Jul 17, 2026 |
| Balboa Wealth Partners | History | No change | 35,885 | 356 | 0.05% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 26,579 | 264 | 0.06% | 0.08% | 27 | -5,013 | -15.87% | Q2 2026 | Jul 29, 2026 |
| GGM Financial LLC | History | Added to | 24,042 | 239 | 0.09% | 0.11% | 28 | +198 | 0.83% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 23,450 | 233 | 0.01% | 0.02% | 29 | -11,700 | -33.29% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 20,770 | 206 | 0.0% | 0.01% | 30 | -41,193 | -66.48% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 20,080 | 199 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 20,000 | 198 | 0.01% | — | 32 | +20,000 | New | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,751 | 156 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | New | 15,000 | 149 | 0.01% | — | 35 | +15,000 | New | Q2 2026 | Aug 07, 2026 |
| Regal Investment Advisors LLC | History | No change | 15,000 | 149 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 4,200 | 41 | 0.0% | — | 36 | +4,200 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 3,362 | 33 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 3,234 | 32 | 0.0% | 0.0% | 38 | +2,418 | 296.32% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,878 | 29 | 0.0% | 0.0% | 39 | -45,891 | -94.1% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 2,384 | 23 | 0.0% | 0.0% | 40 | -54 | -2.21% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,171 | 11 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 968 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,456 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,789 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SFMG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,584 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,968 | -100.0% | Q2 2026 | Jul 01, 2026 |