PUTNAM ETF TRUST
CUSIP 746729821
Putnam Etf Trust has 6 institutional holders in Filings Flow’s 13F database, together reporting 12.27M shares worth $110M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Ameriprise Financial Inc, and Morgan Stanley.
Institutional Holders
6
Q1 2026
Reported Value
$6M
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 |
|---|---|---|---|---|
| O'ROURKE & COMPANY, Inc$253M AUM | 0.71% | $2M | 199.5K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.45% | $1M | 155.4K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.38% | $918,393 | 102.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.12% | $327,155 | 36.5K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.09% | $2M | 225.5K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.08% | $115,290 | 12.9K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.07% | $148,353 | 16.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $29M | 3.22M | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.04% | $126,200 | 14.1K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.04% | $142,301 | 15.9K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.02% | $175,466 | 19.2K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.02% | $200,213 | 22.3K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.02% | $154,954 | 17.3K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $412,021 | 46.0K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.02% | $135,323 | 14.8K | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $178,968 | 20.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 377.3K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $174,307 | 19.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 287.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $152,932 | 17.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $50,458 | 5.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 3.01M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 126.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $305,437 | 34.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 112.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $234,551 | 26.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $82,928 | 9.1K | Q2 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $121,782 | 13.3K | Q2 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $153,401 | 17.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 172.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 1.88M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $444,334 | 49.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 313.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 131.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $94,079 | 10.5K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $16,936 | 1.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 270.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 224.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 685.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 255.1K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $223,117 | 24.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $59,994 | 6.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 263.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $32,130 | 3.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $197,024 | 22.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $172,545 | 19.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $186,957 | 20.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $126,540 | 14.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $164,000 | 18.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $216,030 | 24.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,738 | 417 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $48,232 | 5.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $888 | 99 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.