DaveManuel.com · Institutional Ownership · Who Owns It
PUTNAM ETF TRUST (FTOH)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
29
Reporting holders
$20.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $10.5M | 1,237,305 | 0.00% | 3q | +11.5%+$1.1M |
| LPL Financial LLC | $1.9M | 226,482 | 0.00% | 3q | +32.6%+$472.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.5M | 179,909 | 0.00% | 3q | +133.6%+$871.5K |
| Cetera Investment Advisers | $1.5M | 176,832 | 0.00% | 3q | +1.0%+$14.6K |
| Cerity Partners LLC | $826.7K | 97,500 | 0.00% | 2q | +62.5%+$318.0K |
| BANK OF AMERICA CORP /DE/ | $552.7K | 65,186 | 0.00% | 3q | +16.4%+$77.8K |
| Elequin Capital, LP | $521.7K | 61,530 | 0.02% | new | NEW |
| Park Edge Advisors, LLC | $403.7K | 47,616 | 0.09% | 3q | +0.9%+$3.6K |
| HUNTINGTON NATIONAL BANK | $280.2K | 33,046 | 0.00% | 2q | -11.1%-$34.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $232.6K | 27,433 | 0.00% | 3q | +57.6%+$85.0K |
| OSAIC HOLDINGS, INC. | $193.9K | 22,866 | 0.00% | 3q | +2.5%+$4.8K |
| Stratos Wealth Partners, LTD. | $191.8K | 22,622 | 0.00% | new | NEW |
| Formidable Asset Management, LLC | $181.6K | 21,826 | 0.03% | new | NEW |
| MGO ONE SEVEN LLC | $171.4K | 20,213 | 0.00% | 3q | +0.9%+$1.6K |
| DAYMARK WEALTH PARTNERS, LLC | $157.7K | 18,597 | 0.00% | 2q | HELD |
| Hamrick Investment Counsel, llc | $139.5K | 16,450 | 0.09% | 3q | -7.1%-$10.6K |
| ROYAL BANK OF CANADA | $121.0K | 14,214 | 0.00% | 3q | -48.2%-$112.6K |
| OpenArc Corporate Advisory, LLC | $105.8K | 12,475 | 0.00% | 3q | HELD |
| Pines Wealth Management, LLC | $95.9K | 11,310 | 0.03% | 3q | HELD |
| Waverly Advisors, LLC | $92.9K | 10,959 | 0.00% | new | NEW |
| Kapstone Financial Advisors LLC | $85.7K | 10,108 | 0.04% | 2q | HELD |
| NewEdge Advisors, LLC | $84.8K | 10,000 | 0.00% | new | NEW |
| Bank of the Bluegrass & Trust Co. | $46.4K | 5,900 | 0.01% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $24.8K | 2,922 | 0.00% | 3q | HELD |
| HAZLETT, BURT & WATSON, INC. | $21.0K | 2,502 | 0.01% | 3q | HELD |
| CoreCap Advisors, LLC | $17.9K | 2,114 | 0.00% | 2q | +1.0% |
| MORGAN STANLEY | $4.6K | 543 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $4.0K | 467 | 0.00% | 3q | HELD |
| True Wealth Design, LLC | $52 | 6 | 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 | 12 | $2.1M | 269,045 | 6 | 3 | 0 | 0.0% |
| Q2 2026 | 29 | $20.0M | 2,358,933 | 5 | 11 | 3 | 0.0% |
| Q1 2026 | 27 | $16.9M | 2,029,551 | 7 | 7 | 8 | 0.0% |
| Q4 2025 | 21 | $16.2M | 1,938,173 | 19 | 0 | 0 | 0.0% |