SEC 13F Intelligence

PUTNAM ETF TRUST

CUSIP 746729839

Putnam Etf Trust has 6 institutional holders in Filings Flow’s 13F database, together reporting 7.56M shares worth $55M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Commonwealth Equity Services, LLC.

Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 63Q4 ’25Q1 ’26: 74Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $43MQ4 ’25Q1 ’26: $55MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fjell Capital, LLC$130M AUM0.46%$593,48081.5KQ1 2026OLDER
Bridgewealth Advisory Group, LLC$482M AUM0.28%$1M186.6KQ1 2026OLDER
TCFG Investment Advisors, LLC$267M AUM0.25%$673,72892.5KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.25%$673,72892.5KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.14%$1M169.9KQ2 2026
Werba Rubin Papier Wealth Management$718M AUM0.14%$998,110137.1KQ1 2026OLDER
FF Advisors,LLC$247M AUM0.14%$334,73845.4KQ1 2026OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.13%$202,71327.8KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.11%$273,88137.6KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.10%$301,65041.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.09%$170,61423.4KQ1 2026OLDER
FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM0.07%$213,01229.3KQ1 2026OLDER
Silverberg Bernstein Capital Management LLC$261M AUM0.07%$171,03123.1KQ2 2026
Fermata Advisors, LLC$495M AUM0.06%$314,47442.4KQ2 2026
Westside Investment Management, Inc.$653M AUM0.06%$405,80855.7KQ1 2026OLDER
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.06%$226,21831.1KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.04%$551,85775.1KQ1 2026OLDER
WorthPointe, LLC$369M AUM0.04%$146,54620.1KQ1 2026OLDER
Sovereign Financial Group, Inc.$576M AUM0.03%$185,05825.4KQ1 2026OLDER
CLG LLC$403M AUM0.03%$123,90217.0KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.03%$201,54727.7KQ1 2026OLDER
LIBERTY WEALTH MANAGEMENT LLC$800M AUM0.03%$201,18627.6KQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.02%$786,240108.0KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.02%$102,31013.8KQ2 2026
WOLFF WIESE MAGANA LLC$181M AUM0.02%$33,1104.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$430,95458.1KQ2 2026
Perennial Investment Advisors, LLC$1.3B AUM0.01%$115,22115.8KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M153.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M754.9KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.01%$423,34758.2KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$664,43191.3KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$369,03450.4KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$325,78744.8KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.00%$96,09613.2KQ1 2026OLDER
Trajan Wealth LLC$2.5B AUM0.00%$86,89411.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$11M1.46MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.00%$95,09613.0KQ4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$24,2863.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$83,43811.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$101,80613.9KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$142,15019.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$446,68561.4KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$71,2649.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$417,61057.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$211,97729.0KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$374,70751.5KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.00%$129,74417.8KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$3,462476Q1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$214,03229.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M165.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$793,354109.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$201,99127.6KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$144,17919.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$565,94377.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$777,968106.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M827.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$871,286120.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$95,03313.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M183.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$336,64246.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$200,88427.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$786,240108.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M652.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M168.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$123,27216.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1M188.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$112,16315.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$828,123113.8KQ2 2026
CWM, LLC$38.1B AUM0.00%$50,9607.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$787,914108.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$132,64918.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$397,00054.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,154984Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$241,03133.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$448,68761.3KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$5,940816Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$18,3372.5KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2,810386Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$81Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$823113Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.