DaveManuel.com · Institutional Ownership · Who Owns It
PUTNAM ETF TRUST (FTMN)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
39
Reporting holders
$113.2M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.8M | 2,108,592 | 0.01% | 3q | +122.1%+$10.3M |
| Midwest Financial Partners Investments, Inc. | $15.8M | 1,775,111 | 6.57% | 3q | +22.1%+$2.9M |
| OneDigital Investment Advisors LLC | $14.5M | 1,622,708 | 0.12% | 2q | +25.4%+$2.9M |
| Cetera Investment Advisers | $13.4M | 1,502,286 | 0.01% | 3q | -7.2%-$1.0M |
| UBS Group AG | $13.2M | 1,481,379 | 0.00% | 3q | -1.9%-$257.5K |
| AMERIPRISE FINANCIAL INC | $10.4M | 1,166,333 | 0.00% | 3q | +2.5%+$257.6K |
| Focus Financial Network, Inc. | $4.8M | 533,332 | 0.15% | 2q | -1.5%-$73.6K |
| AdvisorNet Financial, Inc | $4.3M | 483,696 | 0.20% | 3q | +12.6%+$481.8K |
| LPL Financial LLC | $3.8M | 430,953 | 0.00% | 3q | +3.9%+$143.4K |
| Valmark Advisers, Inc. | $1.9M | 208,835 | 0.02% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.5M | 171,381 | 0.00% | 3q | -11.4%-$196.7K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 151,968 | 0.00% | 3q | +36.2%+$360.6K |
| Freedom Financial Partners LLC | $1.1M | 127,276 | 0.37% | new | NEW |
| Elequin Capital, LP | $810.5K | 90,900 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $793.0K | 88,937 | 0.00% | 3q | HELD |
| Bond & Devick Financial Network, Inc. | $733.8K | 82,298 | 0.18% | 2q | HELD |
| EPIQ PARTNERS, LLC | $706.8K | 79,270 | 0.30% | 2q | +12.5%+$78.8K |
| MML INVESTORS SERVICES, LLC | $615.3K | 69,012 | 0.00% | 3q | -13.9%-$99.1K |
| WELLS FARGO & COMPANY/MN | $552.6K | 61,980 | 0.00% | 3q | +32.3%+$135.0K |
| Cambridge Investment Research Advisors, Inc. | $508.0K | 57,078 | 0.00% | 3q | +100.0%+$254.0K |
| JANE STREET GROUP, LLC | $466.8K | 52,358 | 0.00% | 3q | -31.2%-$211.8K |
| NewEdge Advisors, LLC | $426.3K | 47,807 | 0.00% | 3q | +300.8%+$319.9K |
| Gallagher Fiduciary Advisors, LLC | $396.1K | 44,427 | 0.01% | 3q | -4.1%-$16.7K |
| OSAIC HOLDINGS, INC. | $360.2K | 40,379 | 0.00% | 3q | +2.5%+$8.9K |
| Bell Bank | $261.6K | 29,335 | 0.01% | new | NEW |
| VIAWEALTH, LLC | $227.1K | 25,470 | 0.11% | 2q | -22.8%-$66.9K |
| Private Advisor Group, LLC | $213.3K | 23,925 | 0.00% | 3q | -21.3%-$57.8K |
| Everest Financial Group LLC | $192.0K | 21,533 | 0.03% | new | NEW |
| Cherry Tree Wealth Management, LLC | $183.8K | 20,612 | 0.03% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $164.4K | 18,433 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $144.6K | 16,219 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $140.2K | 15,723 | 0.00% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $112.8K | 12,651 | 0.00% | 3q | -30.4%-$49.3K |
| Sigma Planning Corp | $101.2K | 11,346 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $90.0K | 10,090 | 0.00% | 2q | +0.8% |
| Financial Perspectives, Inc | $46.3K | 5,191 | 0.01% | 3q | HELD |
| JPMORGAN CHASE & CO | $20.6K | 2,311 | 0.00% | new | NEW |
| Allworth Financial LP | $14.3K | 1,606 | 0.00% | 3q | HELD |
| ALERUS FINANCIAL NA | $10.5K | 1,180 | 0.00% | 2q | HELD |
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 | 11 | $85.2M | 10,440,565 | 3 | 6 | 2 | 0.0% |
| Q2 2026 | 39 | $113.2M | 12,693,921 | 9 | 13 | 10 | 0.0% |
| Q1 2026 | 31 | $92.2M | 10,564,941 | 8 | 12 | 5 | 0.0% |
| Q4 2025 | 26 | $70.4M | 7,960,124 | 25 | 0 | 0 | 0.0% |