PUTNAM ETF TRUST
CUSIP 746729730
Putnam Etf Trust has 39 institutional holders in Filings Flow’s 13F database, together reporting 10.81M shares worth $107M as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Raymond James Financial Inc, and Cetera Investment Advisers.
Institutional Holders
39
Q1 2026
Reported Value
$107M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| IRON Financial LLC$229M AUM | 1.24% | $3M | 287.6K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.84% | $2M | 197.6K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.78% | $921,958 | 93.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.13% | $62M | 6.22M | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.11% | $712,120 | 71.7K | Q4 2025OLDER |
| GGM Financial LLC$217M AUM | 0.11% | $236,169 | 23.8K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.08% | $312,917 | 31.6K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $355,437 | 35.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $3M | 271.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $348,157 | 35.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 579.3K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $650,100 | 65.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $297,147 | 30.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 101.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $613,737 | 62.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $148,574 | 15.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 557.7K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.01% | $104,833 | 10.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 644.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $749,276 | 75.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $106,864 | 10.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $171,612 | 17.3K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 660.0K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $156,012 | 15.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $608,818 | 61.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 133.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 581.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 270.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $745,912 | 75.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $198,890 | 20.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $489,877 | 49.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $39,303 | 4.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $548,593 | 55.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11,599 | 1.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,573 | 968 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $33,300 | 3.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $483,000 | 48.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,082 | 816 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $316,432 | 31.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $300,623 | 30.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $24,148 | 2.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2,095 | 211 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.