PUTNAM ETF TRUST
CUSIP 746729763
Putnam Etf Trust has 63 institutional holders in Filings Flow’s 13F database, together reporting 5.05M shares worth $38M as of Q1 2026. The largest reported holders are Morgan Stanley, Chemung Canal Trust Co, and Lpl Financial LLC.
Institutional Holders
63
Q1 2026
Reported Value
$38M
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 |
|---|---|---|---|---|
| CHEMUNG CANAL TRUST CO$494M AUM | 0.72% | $4M | 458.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.18% | $2M | 278.9K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.15% | $188,596 | 24.2K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.12% | $218,439 | 28.0K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.09% | $217,957 | 27.9K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.07% | $237,282 | 29.8K | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.07% | $205,632 | 26.4K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.06% | $77,992 | 10.0K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.04% | $849,849 | 109.0K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.04% | $276,682 | 35.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 156.5K | Q2 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $367,739 | 47.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $279,168 | 35.0K | Q2 2026 |
| OMC Financial Services LTD$258M AUM | 0.03% | $78,991 | 10.1K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.03% | $162,318 | 20.8K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.03% | $118,264 | 15.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.03% | $94,463 | 12.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.03% | $84,326 | 10.8K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $29,141 | 3.7K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $47,159 | 6.0K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.02% | $78,958 | 10.1K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.02% | $223,712 | 28.7K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.02% | $81,571 | 10.5K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.01% | $90,293 | 11.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $683,997 | 87.7K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $133,427 | 17.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $11,115 | 1.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.01% | $94,463 | 12.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $298,834 | 38.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $257,400 | 33.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $128,636 | 16.1K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $71,931 | 9.2K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $86,650 | 11.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $792,960 | 101.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $154,120 | 19.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $202,714 | 26.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $338,534 | 43.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 430.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $167,263 | 21.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $573,193 | 73.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 282.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $178,127 | 22.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $14,953 | 1.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $306,049 | 39.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $370,318 | 47.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $900,791 | 115.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 245.1K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 288.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 562.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 364.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,477 | 1.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 158.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $681,798 | 87.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $750,465 | 96.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $136,848 | 17.4K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $217,760 | 27.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $142,116 | 18.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $588,000 | 75.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $763,511 | 97.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $72,213 | 9.2K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $119,007 | 15.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $83,353 | 10.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $13,016 | 1.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $86,869 | 11.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46,701 | 6.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $27,109 | 3.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.