PUTNAM ETF TRUST
CUSIP 746729797
Putnam Etf Trust has 75 institutional holders in Filings Flow’s 13F database, together reporting 6.05M shares worth $45M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Ubs Group AG.
Institutional Holders
75
Q1 2026
Reported Value
$45M
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 |
|---|---|---|---|---|
| BCS Wealth Management$490M AUM | 0.36% | $2M | 225.8K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.19% | $368,190 | 47.3K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.12% | $234,783 | 30.1K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.10% | $186,953 | 23.7K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.08% | $243,944 | 31.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.07% | $347,334 | 43.8K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.07% | $195,641 | 24.7K | Q2 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.06% | $154,821 | 19.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.05% | $195,680 | 25.0K | Q4 2025OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.03% | $96,777 | 12.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.03% | $102,088 | 13.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $527,784 | 67.8K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.02% | $88,372 | 11.3K | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $25,067 | 3.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.02% | $225,092 | 28.4K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $339,628 | 43.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $827,282 | 106.2K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 0.02% | $111,856 | 14.3K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $391,546 | 50.3K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.01% | $103,536 | 13.0K | Q2 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $144,444 | 18.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $117,589 | 15.1K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $105,615 | 13.6K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $25,691 | 3.3K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.01% | $108,612 | 13.7K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.00% | $114,292 | 14.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $61,678 | 7.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $864,240 | 110.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $158,902 | 20.3K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $138,350 | 17.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $184,483 | 23.7K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $43,164 | 5.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $154,479 | 19.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 247.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $655,873 | 84.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 257.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 1.04M | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $102,525 | 13.1K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $259,962 | 33.4K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.00% | $2,797 | 359 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $5,052 | 646 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 133.7K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $114,880 | 14.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $108,085 | 13.9K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $4,253 | 546 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $111,194 | 14.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $423,604 | 54.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $226,632 | 29.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 513.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $49,997 | 6.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $339,083 | 43.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 226.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 150.4K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $110,556 | 14.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $22,714 | 2.9K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 258.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $81,000 | 10.4K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $98,255 | 12.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $330,771 | 42.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 385.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $383,929 | 49.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 276.2K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $9,963 | 1.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $87,497 | 11.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $378,453 | 48.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $121,450 | 15.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,041 | 2.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $83,624 | 10.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 280.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $372,385 | 47.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $110,353 | 14.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $922,523 | 118.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 249.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $78,603 | 10.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $24,609 | 3.1K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $102,523 | 13.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $320,000 | 41.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $8,055 | 1.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,277 | 549 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $38,857 | 5.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10,631 | 1.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $11,499 | 1.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $16 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.