DaveManuel.com · Institutional Ownership · Who Owns It
PUTNAM ETF TRUST (FTMU)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
86
Reporting holders
$81.7M
Reported value
0.0%
Calls
0.0%
Puts
+11
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $16.5M | 2,080,410 | 0.00% | 3q | +653.3%+$14.3M |
| AMERIPRISE FINANCIAL INC | $13.5M | 1,703,693 | 0.00% | 3q | +63.1%+$5.2M |
| LPL Financial LLC | $5.4M | 682,466 | 0.00% | 3q | +32.8%+$1.3M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | 488,092 | 0.00% | 3q | +99.2%+$1.9M |
| UBS Group AG | $2.9M | 364,358 | 0.00% | 3q | -5.6%-$170.6K |
| RAYMOND JAMES FINANCIAL INC | $2.8M | 359,375 | 0.00% | 3q | +39.2%+$803.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 327,106 | 0.00% | 3q | +44.2%+$796.1K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 315,968 | 0.00% | 3q | +12.6%+$281.0K |
| MORGAN STANLEY | $2.2M | 281,748 | 0.00% | 3q | +34.7%+$575.4K |
| OSAIC HOLDINGS, INC. | $2.1M | 268,169 | 0.00% | 3q | +100.6%+$1.1M |
| Cetera Investment Advisers | $2.0M | 256,971 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 229,971 | 0.00% | 3q | -7.1%-$139.2K |
| BCS Wealth Management | $1.8M | 225,776 | 0.32% | 3q | HELD |
| McAdam, LLC | $1.8M | 223,687 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $1.7M | 213,212 | 0.00% | 3q | +80.0%+$751.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 152,627 | 0.00% | 3q | +1.5%+$17.4K |
| Private Advisor Group, LLC | $1.0M | 130,481 | 0.00% | 3q | +17.6%+$154.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $989.4K | 124,766 | 0.04% | 3q | +84.2%+$452.1K |
| IFP Advisors, Inc | $877.4K | 110,647 | 0.02% | 3q | +4.2%+$35.3K |
| BOSTON FAMILY OFFICE LLC | $845.0K | 106,576 | 0.05% | 3q | +208.2%+$570.9K |
| MML INVESTORS SERVICES, LLC | $781.1K | 98,497 | 0.00% | 3q | +81.1%+$349.9K |
| Kestra Advisory Services, LLC | $671.8K | 84,721 | 0.00% | 3q | +0.6%+$4.2K |
| Elequin Capital, LP | $656.2K | 82,754 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $625.0K | 78,835 | 0.00% | 3q | +91.7%+$298.9K |
| CITIGROUP INC | $624.1K | 78,701 | 0.00% | 3q | +64.6%+$245.0K |
| Kingsview Wealth Management, LLC | $537.3K | 67,754 | 0.01% | new | NEW |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $530.5K | 66,894 | 0.14% | 2q | +113.6%+$282.1K |
| Focus Partners Wealth | $408.0K | 51,444 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $385.3K | 48,582 | 0.00% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $383.6K | 48,374 | 0.00% | new | NEW |
| Andrews Advisory Associates, LLC | $378.6K | 47,748 | 0.18% | 3q | +1.0%+$3.8K |
| NATIXIS ADVISORS, LLC | $375.0K | 47,355 | 0.00% | new | NEW |
| Bill Few Associates, Inc. | $347.3K | 43,800 | 0.07% | 2q | HELD |
| Kovack Advisors, Inc. | $345.7K | 43,654 | 0.02% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $268.2K | 33,755 | 0.00% | 3q | +1.0%+$2.7K |
| PRIVATE TRUST CO NA | $244.5K | 30,832 | 0.02% | new | NEW |
| CAPE ANN SAVINGS BANK | $239.0K | 30,139 | 0.11% | 2q | HELD |
| Mariner, LLC | $238.5K | 30,075 | 0.00% | 3q | -39.0%-$152.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $234.9K | 29,620 | 0.01% | 2q | +66.8%+$94.0K |
| HARBOUR INVESTMENTS, INC. | $232.3K | 29,298 | 0.00% | 3q | +23.7%+$44.5K |
| HRT FINANCIAL LP | $232.0K | 29,353 | 0.00% | new | NEW |
| Certified Advisory Corp | $225.1K | 28,385 | 0.02% | 2q | +43.2%+$67.9K |
| Fisher Asset Management, LLC | $205.3K | 25,886 | 0.00% | new | NEW |
| Heritage Wealth Management, Inc. | $198.6K | 25,039 | 0.05% | new | NEW |
| Archer Investment Management, LLC | $195.6K | 24,671 | 0.07% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $188.1K | 23,725 | 0.09% | 3q | HELD |
| Fifth Third Securities, Inc. | $167.5K | 21,123 | 0.01% | new | NEW |
| &PARTNERS | $164.8K | 20,777 | 0.00% | 3q | -28.6%-$65.9K |
| Triton Wealth Management, PLLC | $158.8K | 20,170 | 0.05% | 3q | +1.4%+$2.1K |
| Jacobi Capital Management LLC | $147.9K | 18,647 | 0.01% | 3q | +0.6% |
| CAPTRUST FINANCIAL ADVISORS | $124.9K | 15,750 | 0.00% | 3q | +1.0%+$1.3K |
| Creative Planning | $123.1K | 15,529 | 0.00% | 3q | +18.0%+$18.8K |
| Cornerstone Wealth Management, LLC | $119.7K | 15,095 | 0.01% | 3q | HELD |
| Arax Advisory Partners | $117.4K | 14,808 | 0.00% | new | NEW |
| Modera Wealth Management, LLC | $116.9K | 14,747 | 0.00% | 3q | HELD |
| Moors & Cabot, Inc. | $116.3K | 14,672 | 0.00% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $113.2K | 14,274 | 0.00% | 3q | HELD |
| TRUIST FINANCIAL CORP | $112.8K | 14,222 | 0.00% | 3q | HELD |
| REGIONS FINANCIAL CORP | $112.5K | 14,192 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $110.6K | 13,952 | 0.00% | 3q | +0.6% |
| Summit Financial Consulting LLC | $109.6K | 13,827 | 0.07% | new | NEW |
| Evanson Financial, LLC | $108.6K | 13,696 | 0.01% | new | FIRST |
| BURKE & HERBERT BANK & TRUST CO | $103.9K | 13,105 | 0.03% | 3q | HELD |
| TRUST POINT INC. | $103.5K | 13,007 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $103.1K | 13,000 | 0.00% | new | NEW |
| COMMERCE BANK | $100.0K | 12,613 | 0.00% | 3q | HELD |
| Arrowroot Family Office, LLC | $99.5K | 12,550 | 0.03% | 3q | +1.0%+$1.0K |
| HUNTINGTON NATIONAL BANK | $97.6K | 12,311 | 0.00% | new | NEW |
| Allworth Financial LP | $90.0K | 11,347 | 0.00% | 3q | +1.0% |
| Brookstone Capital Management | $83.3K | 10,500 | 0.00% | new | NEW |
| MONETA GROUP INVESTMENT ADVISORS LLC | $82.5K | 10,398 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $80.8K | 10,193 | 0.00% | 2q | +1.0% |
| LANARK FINANCIAL, INC. | $62.8K | 7,917 | 0.00% | 3q | HELD |
| Archer Investment Corp | $52.3K | 6,596 | 0.01% | 3q | +100.0%+$26.2K |
| Atlantic Union Bankshares Corp | $50.9K | 6,418 | 0.00% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $43.9K | 5,541 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $39.6K | 4,988 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $36.0K | 4,549 | 0.00% | 3q | -7.0%-$2.7K |
| Axiom Investment Management LLC | $25.5K | 3,218 | 0.02% | 2q | HELD |
| CoreCap Advisors, LLC | $22.7K | 2,864 | 0.00% | 2q | HELD |
| FMR LLC | $12.6K | 1,584 | 0.00% | 3q | +7.3% |
| ASSETMARK, INC | $6.4K | 808 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $5.7K | 725 | 0.00% | 2q | -29.9%-$2.5K |
| Clearstead Advisors, LLC | $4.4K | 549 | 0.00% | 3q | HELD |
| Align Financial, LLC | $2.8K | 359 | 0.00% | 3q | HELD |
| FRANKLIN RESOURCES INC | $16 | 2 | 0.00% | 3q | 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 | 20 | $6.3M | 854,548 | 3 | 5 | 3 | 0.0% |
| Q2 2026 | 86 | $81.7M | 10,296,613 | 19 | 35 | 6 | 0.0% |
| Q1 2026 | 75 | $46.8M | 6,014,594 | 15 | 27 | 14 | 0.0% |
| Q4 2025 | 67 | $38.7M | 4,949,215 | 65 | 0 | 0 | 0.0% |