DaveManuel.com · Institutional Ownership · Who Owns It
PUTNAM ETF TRUST (FTNJ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
37
Reporting holders
$19.0M
Reported value
0.0%
Calls
0.0%
Puts
+7
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $2.9M | 332,949 | 0.00% | 3q | +45.2%+$916.3K |
| WELLS FARGO & COMPANY/MN | $2.8M | 318,316 | 0.00% | 3q | +97.2%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $2.8M | 311,323 | 0.00% | 3q | +7.1%+$181.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 170,057 | 0.00% | 3q | +6.1%+$86.9K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 150,220 | 0.00% | 3q | +20.3%+$224.5K |
| Cetera Investment Advisers | $1.3M | 146,269 | 0.00% | 3q | +40.3%+$371.6K |
| HighTower Advisors, LLC | $608.4K | 68,783 | 0.00% | 2q | +231.2%+$424.7K |
| JANE STREET GROUP, LLC | $507.8K | 57,407 | 0.00% | 3q | -80.6%-$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $467.9K | 52,993 | 0.00% | 3q | +119.8%+$255.0K |
| AMERIPRISE FINANCIAL INC | $383.0K | 43,297 | 0.00% | 3q | HELD |
| Elequin Capital, LP | $343.0K | 38,774 | 0.01% | new | NEW |
| MORGAN STANLEY | $332.2K | 37,556 | 0.00% | 3q | -19.1%-$78.6K |
| Private Advisor Group, LLC | $327.4K | 37,014 | 0.00% | 3q | +56.4%+$118.0K |
| Equitable Holdings, Inc. | $262.6K | 29,692 | 0.00% | new | NEW |
| WEIK CAPITAL MANAGEMENT | $255.7K | 28,910 | 0.10% | new | NEW |
| Meeder Advisory Services, Inc. | $244.6K | 27,655 | 0.01% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $236.4K | 26,710 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $224.4K | 25,373 | 0.00% | 3q | +6.4%+$13.5K |
| ALTFEST L J & CO INC | $214.5K | 24,247 | 0.02% | new | NEW |
| Marion Wealth Management | $201.2K | 22,753 | 0.04% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $192.0K | 21,612 | 0.00% | 3q | +100.0%+$96.0K |
| Kestra Advisory Services, LLC | $187.6K | 21,209 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $135.4K | 15,306 | 0.00% | 3q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $134.6K | 15,213 | 0.04% | 3q | +1.1%+$1.5K |
| Lido Advisors, LLC | $130.3K | 14,730 | 0.00% | 3q | +0.9%+$1.1K |
| VICUS CAPITAL | $128.7K | 14,554 | 0.01% | 3q | +0.9%+$1.1K |
| ALBION FINANCIAL GROUP /UT | $124.3K | 14,050 | 0.01% | 2q | +903.6%+$111.9K |
| Belpointe Asset Management LLC | $110.6K | 12,500 | 0.00% | new | NEW |
| Fortis Capital Advisors, LLC | $110.6K | 12,500 | 0.01% | new | NEW |
| KEYVANTAGE WEALTH, LLC | $101.1K | 11,433 | 0.04% | new | NEW |
| Maridea Wealth Management LLC | $90.9K | 10,273 | 0.01% | 2q | -40.1%-$60.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $90.4K | 10,217 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $69.0K | 7,757 | 0.00% | 2q | -64.7%-$126.6K |
| Global Retirement Partners, LLC | $46.8K | 5,295 | 0.00% | 2q | HELD |
| MassMutual Private Wealth & Trust, FSB | $34.8K | 3,930 | 0.00% | 2q | +64.1%+$13.6K |
| Farther Finance Advisors, LLC | $24.2K | 2,738 | 0.00% | 2q | HELD |
| Axiom Investment Management LLC | $5.4K | 614 | 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 | 7 | $1.9M | 229,885 | 2 | 1 | 0 | 0.0% |
| Q2 2026 | 37 | $19.0M | 2,144,229 | 11 | 16 | 4 | 0.0% |
| Q1 2026 | 30 | $15.2M | 1,751,429 | 10 | 10 | 4 | 0.0% |
| Q4 2025 | 26 | $12.1M | 1,384,977 | 26 | 0 | 0 | 0.0% |