Putnam ETF Trust - PEMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Miller Global Investments, LLC | History | Reduced | 4,406 | 308 | 0.28% | 0.28% | 1 | -460 | -9.45% | Q1 2026 | Apr 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.81% | — | -131,849 | -100.0% | Q4 2025 | Jan 22, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,951 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,934 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,934 | -100.0% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,740 | -100.0% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,125 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,076 | -100.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Jan 29, 2026 |