PUTNAM ETF TRUST
CUSIP 746729789
Putnam Etf Trust has 81 institutional holders in Filings Flow’s 13F database, together reporting 9.08M shares worth $104M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Lpl Financial LLC, and Ubs Group AG.
Institutional Holders
81
Q1 2026
Reported Value
$104M
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 |
|---|---|---|---|---|
| Palatine Hill Wealth Management, LLC$115M AUM | 1.87% | $2M | 186.8K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 1.29% | $6M | 524.3K | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.84% | $2M | 167.4K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.21% | $1M | 114.1K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.17% | $681,086 | 59.1K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.10% | $231,240 | 20.1K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.10% | $462,156 | 38.9K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.10% | $454,616 | 39.4K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.08% | $169,065 | 14.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $92,090 | 8.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.04% | $196,690 | 17.1K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $248,068 | 21.5K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.03% | $129,492 | 11.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $20M | 1.71M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $320,489 | 27.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $203,913 | 17.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $200,853 | 17.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $904,320 | 78.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $60,543 | 5.1K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.01% | $120,537 | 10.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $8M | 662.9K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.01% | $157,016 | 13.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $415,052 | 34.9K | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $66,413 | 5.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $606,686 | 52.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $156,160 | 13.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $165,220 | 14.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 101.6K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $195,082 | 16.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 135.7K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $36,516 | 3.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $162,146 | 14.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $292,474 | 24.6K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $420,073 | 36.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $306,790 | 26.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 1.14M | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $276,184 | 24.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 191.1K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $364,972 | 31.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $112,890 | 9.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $213,371 | 18.4K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 209.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $8,532 | 740 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $161,241 | 14.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 127.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 111.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $419,153 | 36.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $195,039 | 16.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $752,941 | 65.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $34,429 | 3.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 726.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $383,949 | 33.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $386,157 | 33.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $166,053 | 14.4K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 277.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $10,960 | 950 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 191.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $37,460 | 3.2K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $406,824 | 35.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 626.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $120,706 | 10.5K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $636,597 | 55.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 113.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,227 | 887 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 121.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $241,680 | 21.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 310.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $183,719 | 15.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,561 | 1.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $809,591 | 70.2K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $868,000 | 75.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,675 | 232 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 92.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $218,747 | 19.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $181,911 | 15.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $61,132 | 5.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $24,617 | 2.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $24,575 | 2.1K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $34,740 | 3.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,859 | 248 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $93 | 8 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,096 | 354 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $18,065 | 1.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8,338 | 725 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.