DaveManuel.com · Institutional Ownership · Who Owns It
PUTNAM ETF TRUST (FTMH)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
95
Reporting holders
$151.7M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $19.6M | 1,649,156 | 0.02% | 3q | -3.4%-$686.1K |
| LPL Financial LLC | $17.3M | 1,460,042 | 0.00% | 3q | +28.6%+$3.9M |
| UBS Group AG | $9.1M | 768,184 | 0.00% | 3q | +5.8%+$498.4K |
| BANK OF AMERICA CORP /DE/ | $9.0M | 756,106 | 0.00% | 3q | +20.7%+$1.5M |
| Stratos Investment Management, LLC | $8.8M | 744,760 | 0.32% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $8.1M | 683,996 | 0.01% | 3q | +3.2%+$250.4K |
| MORGAN STANLEY | $8.1M | 683,128 | 0.00% | 3q | +30.3%+$1.9M |
| Prentice Wealth Management LLC | $6.2M | 524,311 | 1.29% | 2q | +8.2%+$469.7K |
| WELLS FARGO & COMPANY/MN | $6.0M | 506,404 | 0.00% | 3q | +621.2%+$5.2M |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 390,532 | 0.00% | 3q | +103.5%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 316,696 | 0.00% | 3q | +14.3%+$469.5K |
| AMERIPRISE FINANCIAL INC | $3.5M | 294,437 | 0.00% | 3q | +159.9%+$2.2M |
| JANE STREET GROUP, LLC | $3.0M | 256,629 | 0.00% | 3q | +176.6%+$1.9M |
| Cetera Investment Advisers | $2.9M | 246,673 | 0.00% | 3q | +18.0%+$446.3K |
| Palatine Hill Wealth Management, LLC | $2.4M | 203,333 | 1.95% | 2q | +8.9%+$197.0K |
| Bensler, LLC | $2.3M | 190,856 | 0.20% | new | NEW |
| TRUIST FINANCIAL CORP | $2.3M | 189,947 | 0.00% | 3q | -0.6%-$13.3K |
| BFC Planning, Inc. | $2.1M | 176,555 | 0.09% | 3q | +12.9%+$240.4K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.0M | 169,118 | 0.63% | 3q | +1.1%+$21.0K |
| OSAIC HOLDINGS, INC. | $1.9M | 162,603 | 0.00% | 3q | +45.4%+$602.8K |
| &PARTNERS | $1.8M | 149,138 | 0.01% | 3q | +9.9%+$159.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 125,634 | 0.00% | 3q | -1.4%-$21.8K |
| Elequin Capital, LP | $1.3M | 107,780 | 0.04% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $1.3M | 106,735 | 0.17% | 2q | -6.4%-$87.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.2M | 103,016 | 0.00% | 3q | +85.3%+$562.4K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 93,256 | 0.00% | 3q | +94.8%+$539.2K |
| Waverly Advisors, LLC | $1.1M | 91,452 | 0.01% | 3q | -10.0%-$121.1K |
| ROYAL BANK OF CANADA | $1.1M | 90,460 | 0.00% | 3q | +20.1%+$180.1K |
| McAdam, LLC | $1.0M | 86,983 | 0.04% | new | NEW |
| Bank of New York Mellon Corp | $1.0M | 86,095 | 0.00% | 2q | -28.9%-$415.4K |
| Creative Planning | $923.8K | 77,758 | 0.00% | 3q | +392.9%+$736.3K |
| Archer Investment Corp | $916.6K | 77,158 | 0.09% | 3q | +95.7%+$448.2K |
| Rockefeller Capital Management L.P. | $838.3K | 70,568 | 0.00% | 3q | +8.1%+$62.6K |
| OLD MISSION CAPITAL LLC | $824.2K | 69,374 | 0.01% | 3q | -11.5%-$107.6K |
| Strategic Financial Concepts, LLC | $692.0K | 58,251 | 0.21% | 2q | -1.4%-$9.7K |
| GOLDMAN SACHS GROUP INC | $627.7K | 52,840 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $625.1K | 52,618 | 0.01% | 3q | HELD |
| Bill Few Associates, Inc. | $462.2K | 38,902 | 0.10% | 2q | +15.1%+$60.6K |
| MML INVESTORS SERVICES, LLC | $461.0K | 38,803 | 0.00% | 3q | +15.9%+$63.1K |
| Kestra Advisory Services, LLC | $439.2K | 36,971 | 0.00% | 3q | +1.7%+$7.3K |
| OPPENHEIMER & CO INC | $436.3K | 36,726 | 0.00% | 3q | +38.0%+$120.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $419.4K | 35,304 | 0.00% | 2q | HELD |
| Equitable Holdings, Inc. | $417.6K | 35,154 | 0.00% | new | NEW |
| Avior Wealth Management, LLC | $415.1K | 34,937 | 0.01% | 2q | HELD |
| Pinnacle Financial Partners, Inc. | $410.1K | 34,520 | 0.00% | 2q | +9.1%+$34.0K |
| Riverbend Wealth Management, LLC | $404.3K | 34,034 | 0.20% | new | NEW |
| Cullen/Frost Bankers, Inc. | $384.2K | 32,336 | 0.00% | 2q | +35.0%+$99.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $377.1K | 31,743 | 0.00% | 3q | +67.3%+$151.7K |
| NATIXIS ADVISORS, LLC | $375.0K | 31,606 | 0.00% | new | NEW |
| OneAscent Financial Services LLC | $333.0K | 28,029 | 0.02% | 3q | +0.8%+$2.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $292.5K | 24,619 | 0.01% | 2q | +63.3%+$113.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $266.0K | 22,393 | 0.01% | new | NEW |
| Patten Group, Inc. | $255.6K | 21,515 | 0.04% | 3q | HELD |
| STIFEL FINANCIAL CORP | $246.0K | 20,710 | 0.00% | 3q | -1.2%-$3.0K |
| CURA WEALTH ADVISORS, LLC | $241.0K | 20,283 | 0.10% | 2q | +1.1%+$2.7K |
| SILVER OAK SECURITIES, INCORPORATED | $206.9K | 17,420 | 0.01% | 3q | HELD |
| HighPoint Advisor Group LLC | $203.3K | 17,112 | 0.01% | 2q | +1.1%+$2.3K |
| NewEdge Advisors, LLC | $203.2K | 17,104 | 0.00% | 3q | +63.4%+$78.8K |
| Garden State Investment Advisory Services LLC | $202.7K | 17,059 | 0.04% | 3q | HELD |
| Wealthspire Advisors, LLC | $201.9K | 16,999 | 0.00% | 3q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $193.8K | 16,312 | 0.01% | new | NEW |
| 626 Financial, LLC | $174.2K | 14,663 | 0.07% | 3q | HELD |
| StoneX Group Inc. | $170.2K | 14,330 | 0.01% | 3q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $168.0K | 14,178 | 0.01% | 3q | HELD |
| Advisory Services Network, LLC | $168.0K | 14,138 | 0.00% | 3q | +1.1%+$1.8K |
| Ascent Group, LLC | $167.1K | 14,063 | 0.00% | 3q | HELD |
| Koshinski Asset Management, Inc. | $162.7K | 13,698 | 0.01% | 3q | +1.1%+$1.8K |
| MMA ASSET MANAGEMENT LLC | $158.7K | 13,354 | 0.05% | new | NEW |
| OPTIMA CAPITAL LLC | $152.6K | 12,845 | 0.06% | new | NEW |
| RMR Wealth Builders | $139.4K | 11,730 | 0.01% | 3q | -33.7%-$70.7K |
| COZAD ASSET MANAGEMENT INC | $136.6K | 11,496 | 0.01% | 3q | -15.6%-$25.2K |
| CITADEL ADVISORS LLC | $131.5K | 11,067 | 0.00% | new | NEW |
| Rooted Wealth Advisors, Inc. | $131.0K | 11,030 | 0.03% | 3q | HELD |
| Kestra Investment Management, LLC | $124.1K | 10,444 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $121.4K | 10,217 | 0.01% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $116.3K | 9,791 | 0.00% | 2q | HELD |
| AMERIFLEX GROUP, INC. | $94.9K | 7,987 | 0.04% | 3q | HELD |
| FMR LLC | $76.7K | 6,460 | 0.00% | 3q | +312.3%+$58.1K |
| FIFTH THIRD BANCORP | $69.8K | 5,872 | 0.00% | 3q | +10.8%+$6.8K |
| Strategic Investment Solutions, Inc. /IL | $60.5K | 5,096 | 0.01% | 3q | +1.1% |
| TRUST CO OF VERMONT | $55.3K | 4,655 | 0.00% | new | NEW |
| PlanVest Financial, Inc | $50.8K | 4,280 | 0.03% | new | NEW |
| Financial Gravity Companies, Inc. | $37.6K | 3,167 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $35.3K | 2,968 | 0.00% | 2q | -1.5% |
| BESSEMER GROUP INC | $26.0K | 2,147 | 0.00% | 3q | HELD |
| Allworth Financial LP | $25.4K | 2,135 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $18.3K | 1,536 | 0.00% | 3q | +1.1% |
| Rialto Wealth Management, LLC | $14.9K | 1,251 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $11.3K | 950 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $10.5K | 887 | 0.00% | 3q | HELD |
| Elevated Capital Advisors, LLC | $8.8K | 740 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $7.0K | 548 | 0.00% | 3q | -7.1% |
| AdvisorNet Financial, Inc | $2.8K | 232 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $2.6K | 223 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $392 | 33 | 0.00% | 2q | -95.4%-$8.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $16.6M | 1,532,865 | 5 | 7 | 5 | 0.0% |
| Q2 2026 | 95 | $151.7M | 12,771,384 | 20 | 41 | 14 | 0.0% |
| Q1 2026 | 82 | $109.1M | 9,458,832 | 19 | 24 | 14 | 0.0% |
| Q4 2025 | 69 | $85.8M | 7,412,969 | 69 | 0 | 0 | 0.0% |