Vault-13

PUTNAM ETF TRUST FTMS

FRANKLIN SHT TRM · ETP · CUSIP 746729730

42 institutional holders +2 vs Q1 2026
13,182,51713.2m shares reported held*
$130.9mreported value*
7 new 12 added 14 reduced 5 sold out net bought ≈ $17.8m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.93.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 25: 35Q1 26: 40Q2 26: 4242Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202535
Q1 202640
Q2 202642

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 18 bought or addedQ1 26: 14 cut or sold outQ1 26Q2 26: 19 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20261814
Q2 20261919

Biggest buyers

Vise Technologies, Inc. Added +546,176+546.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +495,508+495.5k
JPMORGAN CHASE & CO Added +451,330+451.3k
Elequin Capital, LP New +183,254+183.3k
IRON Financial LLC Added +157,301+157.3k
Private Advisor Group, LLC New +118,829+118.8k
JONES FINANCIAL COMPANIES LLLP Added +62,347+62.3k
GOLDMAN SACHS GROUP INC New +53,670+53.7k
Cetera Investment Advisers Added +42,467+42.5k
ENVESTNET ASSET MANAGEMENT INC New +42,254+42.3k

Biggest sellers

Mariner, LLC Sold out -133,456-133.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -72,303-72.3k
RAYMOND JAMES FINANCIAL INC Reduced -62,803-62.8k
ROYAL BANK OF CANADA Reduced -45,891-45.9k
OLD MISSION CAPITAL LLC Reduced -41,193-41.2k
Csenge Advisory Group Sold out -30,000-30.0k
Merit Financial Group, LLC Reduced -29,005-29.0k
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -11,700-11.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -11,121-11.1k
LPL Financial LLC Reduced -10,842-10.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 6,712,6446.7m $66.6m $66.6m 0.11% Added +495.5k +495,508
2 Vise Technologies, Inc. 0.09% of their portfolio NEW YORK, NY 817,591817.6k $8.1m $8.1m 0.09% Added +546.2k +546,176
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 686,419686.4k $6.8m $6.8m 0.01% Added +42.5k +42,467
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 597,222597.2k $5.9m $5.9m 0.00% Reduced -62.8k -62,803
5 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 587,973588.0k $5.8m $5.8m 0.02% Added +8.6k +8,649
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 570,452570.5k $5.7m $5.7m 0.00% Reduced -10.8k -10,842
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 485,382485.4k $4.8m $4.8m 0.01% Reduced -72.3k -72,303
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 481,696481.7k $4.8m $4.8m 0.00% Added +451.3k +451,330
9 IRON Financial LLC 1.83% of their portfolio NORTHBROOK, IL 444,917444.9k $4.4m $4.4m 1.83% Added +157.3k +157,301
10 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 332,654332.7k $3.3m $3.3m 0.00% Added +62.3k +62,347
11 Investmark Advisory Group LLC 0.72% of their portfolio Shelton, CT 190,626190.6k $1.9m $1.9m 0.72% Reduced -7.0k -7,004
12 Elequin Capital, LP 0.06% of their portfolio NEW YORK, NY 183,254183.3k $1.8m $1.8m 0.06% New
13 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 118,829118.8k $1.2m $1.2m 0.01% New
14 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 101,341101.3k $1.0m $1.0m 0.01% Unchanged
15 Stonebridge Financial Group, LLC / MO 0.59% of their portfolio ST. LOUIS, MO 89,85489.9k $893.6k $893.6k 0.59% Reduced -3.2k -3,227
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 80,56380.6k $801.4k $801.4k 0.00% Added +5.2k +5,238
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 74,55174.6k $741.4k $741.4k 0.00% Added +13.1k +13,085
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,39767.4k $670.3k $670.3k 0.00% Added +35.5k +35,450
19 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 56,63856.6k $563.3k $563.3k 0.01% Reduced -9.0k -8,996
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,67053.7k $533.7k $533.7k 0.00% New
21 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 47,60147.6k $473.4k $473.4k 0.00% Reduced -1.9k -1,857
22 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 46,64246.6k $463.9k $463.9k 0.00% Reduced -29.0k -29,005
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,26544.3k $440.2k $440.2k 0.00% Reduced -11.1k -11,121
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,25442.3k $420.2k $420.2k 0.00% New
25 Formidable Asset Management, LLC 0.06% of their portfolio CINCINNATI, OH 36,69036.7k $363.4k $363.4k 0.06% New
26 Balboa Wealth Partners 0.05% of their portfolio SCOTTSDALE, AZ 35,88535.9k $356.9k $356.9k 0.05% Unchanged
27 BEAM WEALTH ADVISORS, INC. 0.06% of their portfolio COVINGTON, LA 26,57926.6k $264.3k $264.3k 0.06% Reduced -5.0k -5,013
28 GGM Financial LLC 0.09% of their portfolio COLUMBUS, OH 24,04224.0k $239.1k $239.1k 0.09% Added +198 +198
29 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 23,45023.4k $233.2k $233.2k 0.01% Reduced -11.7k -11,700
30 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 20,77020.8k $206.6k $206.6k 0.01% Reduced -41.2k -41,193
31 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 20,08020.1k $199.7k $199.7k 0.00% Unchanged
32 Clear Creek Financial Management, LLC 0.01% of their portfolio SILVERDALE, WA 20,00020.0k $198.9k $198.9k 0.01% New
33 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 15,75115.8k $156.6k $156.6k 0.00% Unchanged
34 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 15,00015.0k $149.2k $149.2k 0.01% Unchanged
35 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 15,00015.0k $149.2k $149.2k 0.01% New
36 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,2004.2k $41.8k $41.8k 0.00% First filing
37 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,2343.2k $32.2k $32.2k 0.00% Added +2.4k +2,418
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8782.9k $29.0k $29.0k 0.00% Reduced -45.9k -45,891
39 FMR LLC 0.00% of their portfolio BOSTON, MA 2,3842.4k $23.7k $23.7k 0.00% Reduced -54 -54
40 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,1711.2k $11.6k $11.6k 0.00% Unchanged
41 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 968968 $9.6k $9.6k 0.00% Unchanged
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 00 $0 $0 0.00% Unchanged