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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 131,849 | 8,475 | 2.81% | 2.82% | 1 | -1,331 | -1.0% | Q4 2025 | Jan 22, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 6,951 | 446 | 0.2% | 0.23% | 2 | -325 | -4.47% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,934 | 445 | 0.02% | 0.01% | 3 | +907 | 15.05% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 6,934 | 445 | 0.07% | 0.06% | 4 | +907 | 15.05% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | No change | 5,740 | 368 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 5,125 | 329 | 0.01% | 0.01% | 6 | -3,750 | -42.25% | Q4 2025 | Feb 17, 2026 |
| Miller Global Investments, LLC | History | New | 4,866 | 312 | 0.28% | — | 7 | +4,866 | New | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,076 | 133 | 0.0% | — | 8 | +2,076 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |