Vault-13

PUTNAM ETF TRUST FTMH

FRAN MU HI YI ET · ETP · CUSIP 746729789

81 institutional holders +13 vs Q4 2025
9,302,5109.3m shares reported held*
$107.3mreported value*
19 new 26 added 15 reduced 4 sold out net bought ≈ $23.7m (+2.1m 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 ≈ $11.53.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 68Q1 26: 8181Q4 25Q1 26
Numbers
QuarterHolders
Q4 202568
Q1 202681

Biggest buyers

Prentice Wealth Management LLC New +484,773+484.8k
UBS Group AG Added +418,376+418.4k
LPL Financial LLC Added +260,013+260.0k
MORGAN STANLEY Added +213,606+213.6k
BANK OF AMERICA CORP /DE/ Added +207,311+207.3k
Palatine Hill Wealth Management, LLC New +186,752+186.8k
Bank of New York Mellon Corp New +121,061+121.1k
RIVERSEDGE ADVISORS, LLC New +114,093+114.1k
HighTower Advisors, LLC Added +112,480+112.5k
ENVESTNET ASSET MANAGEMENT INC Added +84,251+84.3k

Biggest sellers

JANE STREET GROUP, LLC Reduced -701,184-701.2k
WELLS FARGO & COMPANY/MN Reduced -36,810-36.8k
Waverly Advisors, LLC Reduced -25,293-25.3k
Valmark Advisers, Inc. Sold out -18,442-18.4k
D.A. DAVIDSON & CO. Sold out -14,352-14.4k
BESSEMER GROUP INC Reduced -6,264-6.3k
FIFTH THIRD BANCORP Reduced -5,942-5.9k
RAYMOND JAMES FINANCIAL INC Reduced -4,514-4.5k
OPPENHEIMER & CO INC Reduced -3,391-3.4k
OSAIC HOLDINGS, INC. Reduced -3,190-3.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 1,706,9121.7m $19.7m $19.7m 0.02% Added +112.5k +112,480
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,135,5801.1m $13.1m $13.1m 0.00% Added +260.0k +260,013
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 726,228726.2k $8.4m $8.4m 0.00% Added +418.4k +418,376
4 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 662,919662.9k $7.6m $7.6m 0.01% Added +76.1k +76,061
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 626,577626.6k $7.2m $7.2m 0.00% Added +207.3k +207,311
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 524,409524.4k $6.0m $6.0m 0.00% Added +213.6k +213,606
7 Prentice Wealth Management LLC 1.26% of their portfolio Rochester, NY 484,773484.8k $5.6m $5.6m 1.26% New
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 277,175277.2k $3.2m $3.2m 0.00% Added +84.3k +84,251
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 209,109209.1k $2.4m $2.4m 0.00% Added +78.4k +78,435
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 191,868191.9k $2.2m $2.2m 0.00% Reduced -4.5k -4,514
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 191,065191.1k $2.2m $2.2m 0.00% Reduced -3.1k -3,095
12 Palatine Hill Wealth Management, LLC 1.87% of their portfolio BIRMINGHAM, MI 186,752186.8k $2.2m $2.2m 1.87% New
13 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.84% of their portfolio CLARKSDALE, MS 167,354167.4k $1.9m $1.9m 0.84% Added +4.3k +4,264
14 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 135,730135.7k $1.6m $1.6m 0.01% Added +5.8k +5,766
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 127,467127.5k $1.5m $1.5m 0.00% Added +3.8k +3,805
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 121,061121.1k $1.4m $1.4m 0.00% New
17 RIVERSEDGE ADVISORS, LLC 0.21% of their portfolio Wilmington, DE 114,093114.1k $1.3m $1.3m 0.21% New
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 113,270113.3k $1.3m $1.3m 0.00% Added +14.4k +14,367
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 111,863111.9k $1.3m $1.3m 0.00% Reduced -3.2k -3,190
20 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 101,646101.6k $1.2m $1.2m 0.01% Reduced -25.3k -25,293
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 92,78592.8k $1.1m $1.1m 0.00% Reduced -701.2k -701,184
22 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 78,43278.4k $904.3k $904.3k 0.02% Added +31.6k +31,589
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,30975.3k $868.0k $868.0k 0.00% Added +7.2k +7,237
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 70,21670.2k $809.6k $809.6k 0.00% Reduced -36.8k -36,810
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 65,30265.3k $752.9k $752.9k 0.00% Added +50.1k +50,088
26 Strategic Financial Concepts, LLC 0.17% of their portfolio SAN ANTONIO, TX 59,07159.1k $681.1k $681.1k 0.17% New
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 55,59855.6k $636.6k $636.6k 0.00% Added +35.9k +35,904
28 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 52,61852.6k $606.7k $606.7k 0.01% Unchanged
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 47,87247.9k $552.0k $552.0k 0.00% Added +1.9k +1,944
30 Archer Investment Corp 0.10% of their portfolio Carmel, IN 39,42939.4k $454.6k $454.6k 0.10% Reduced -1.6k -1,640
31 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 36,43336.4k $420.1k $420.1k 0.00% New
32 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 36,35336.4k $419.2k $419.2k 0.00% Added +13.8k +13,849
33 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,28435.3k $406.8k $406.8k 0.00% New
34 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 34,93734.9k $402.8k $402.8k 0.01% New
35 Bill Few Associates, Inc. 0.09% of their portfolio SEWICKLEY, PA 33,80033.8k $389.7k $389.7k 0.09% New
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,49133.5k $386.2k $386.2k 0.00% Reduced -2.0k -2,009
37 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 33,30033.3k $383.9k $383.9k 0.00% Unchanged
38 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 31,65431.7k $365.0k $365.0k 0.00% New
39 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 27,79627.8k $320.5k $320.5k 0.02% Reduced -26 -26
40 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 26,60826.6k $306.8k $306.8k 0.00% Reduced -3.4k -3,391
41 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 23,95324.0k $276.2k $276.2k 0.00% New
42 Patten Group, Inc. 0.04% of their portfolio CHATTANOOGA, TN 21,51521.5k $248.1k $248.1k 0.04% Unchanged
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,96121.0k $241.7k $241.7k 0.00% Added +3.5k +3,498
44 CURA WEALTH ADVISORS, LLC 0.10% of their portfolio CHICAGO, IL 20,05520.1k $231.2k $231.2k 0.10% New
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,97219.0k $218.7k $218.7k 0.00% Added +8.2k +8,211
46 RMR Wealth Builders 0.02% of their portfolio Montclair, NJ 17,68517.7k $203.9k $203.9k 0.02% Added +43 +43
47 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 17,42017.4k $200.9k $200.9k 0.01% Unchanged
48 Garden State Investment Advisory Services LLC 0.05% of their portfolio Red Bank, NJ 17,05917.1k $196.7k $196.7k 0.05% Unchanged
49 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 16,91916.9k $195.1k $195.1k 0.01% New
50 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 16,91616.9k $195.0k $195.0k 0.00% Reduced -1.7k -1,657
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,93415.9k $183.7k $183.7k 0.00% New
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,77715.8k $181.9k $181.9k 0.00% Added +70 +70
53 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 15,07315.1k $173.8k $173.8k 0.00% New
54 626 Financial, LLC 0.08% of their portfolio PORTAGE, MI 14,66314.7k $169.1k $169.1k 0.08% Unchanged
55 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 14,33014.3k $165.2k $165.2k 0.01% Unchanged
56 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 14,17814.2k $163.0k $163.0k 0.01% Unchanged
57 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 14,06314.1k $162.1k $162.1k 0.01% Unchanged
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 13,98414.0k $161.2k $161.2k 0.00% Added +99 +99
59 COZAD ASSET MANAGEMENT INC 0.01% of their portfolio CHAMPAIGN, IL 13,61813.6k $157.0k $157.0k 0.01% Unchanged
60 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 13,54413.5k $156.2k $156.2k 0.01% Added +100 +100
61 Rooted Wealth Advisors, Inc. 0.03% of their portfolio BOURBONNAIS, IL 11,03011.0k $129.5k $129.5k 0.03% Unchanged
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,46910.5k $120.7k $120.7k 0.00% Reduced -116 -116
63 BlueStem Wealth Partners, LLC 0.01% of their portfolio MINNETONKA, MN 10,45410.5k $120.5k $120.5k 0.01% Reduced -429 -429
64 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 9,7919.8k $112.9k $112.9k 0.00% New
65 AMERIFLEX GROUP, INC. 0.05% of their portfolio LAS VEGAS, NV 7,9878.0k $92.1k $92.1k 0.05% Unchanged
66 Annis Gardner Whiting Capital Advisors, LLC 0.01% of their portfolio TAMPA, FL 5,7605.8k $66.4k $66.4k 0.01% New
67 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,3025.3k $61.1k $61.1k 0.00% Reduced -5.9k -5,942
68 Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio ORLAND PARK, IL 5,0395.0k $58.1k $58.1k 0.01% Added +37 +37
69 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 3,1673.2k $36.5k $36.5k 0.01% Unchanged
70 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 3,0133.0k $34.7k $34.7k 0.00% New
71 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,1472.1k $25.0k $25.0k 0.00% Reduced -6.3k -6,264
72 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1352.1k $24.6k $24.6k 0.00% Unchanged
73 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5671.6k $18.1k $18.1k 0.00% Unchanged
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5191.5k $17.6k $17.6k 0.00% Added +11 +11
75 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 950950 $11.0k $11.0k 0.00% Unchanged
76 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 887887 $10.2k $10.2k 0.00% Unchanged
77 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 740740 $8.5k $8.5k 0.00% Unchanged
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 725725 $8.3k $8.3k 0.00% New
79 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 590590 $7.0k $7.0k 0.00% Unchanged
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 248248 $2.9k $2.9k 0.00% Unchanged
81 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 232232 $2.7k $2.7k 0.00% Unchanged