Vault-13

PUTNAM ETF TRUST FTMH

FRAN MU HI YI ET · ETP · CUSIP 746729789

95 institutional holders +14 vs Q1 2026
12,612,73112.6m shares reported held*
$149.8mreported value*
19 new 42 added 14 reduced 5 sold out net bought ≈ $39.3m (+3.3m 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 ≈ $11.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 68Q1 26: 81Q2 26: 9595Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202568
Q1 202681
Q2 202695

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 26: 45 bought or addedQ1 26: 19 cut or sold outQ1 26Q2 26: 61 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20264519
Q2 20266119

Biggest buyers

Stratos Investment Management, LLC New +744,760+744.8k
WELLS FARGO & COMPANY/MN Added +436,188+436.2k
LPL Financial LLC Added +324,462+324.5k
RAYMOND JAMES FINANCIAL INC Added +198,664+198.7k
Bensler, LLC New +190,856+190.9k
AMERIPRISE FINANCIAL INC Added +181,167+181.2k
JANE STREET GROUP, LLC Added +163,844+163.8k
MORGAN STANLEY Added +158,719+158.7k
BANK OF AMERICA CORP /DE/ Added +129,529+129.5k
Elequin Capital, LP New +107,780+107.8k

Biggest sellers

HighTower Advisors, LLC Reduced -57,756-57.8k
Independent Advisor Alliance Sold out -36,433-36.4k
Bank of New York Mellon Corp Reduced -34,966-35.0k
Lido Advisors, LLC Sold out -33,300-33.3k
Mariner, LLC Sold out -15,934-15.9k
BlueStem Wealth Partners, LLC Sold out -10,454-10.5k
Waverly Advisors, LLC Reduced -10,194-10.2k
OLD MISSION CAPITAL LLC Reduced -9,058-9.1k
RIVERSEDGE ADVISORS, LLC Reduced -7,358-7.4k
RMR Wealth Builders Reduced -5,955-6.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 1,649,1561.6m $19.6m $19.6m 0.02% Reduced -57.8k -57,756
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,460,0421.5m $17.3m $17.3m 0.00% Added +324.5k +324,462
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 768,184768.2k $9.1m $9.1m 0.00% Added +42.0k +41,956
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 756,106756.1k $9.0m $9.0m 0.00% Added +129.5k +129,529
5 Stratos Investment Management, LLC 0.32% of their portfolio BEACHWOOD, OH 744,760744.8k $8.8m $8.8m 0.32% New
6 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 683,996684.0k $8.1m $8.1m 0.01% Added +21.1k +21,077
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 683,128683.1k $8.1m $8.1m 0.00% Added +158.7k +158,719
8 Prentice Wealth Management LLC 1.29% of their portfolio Rochester, NY 524,311524.3k $6.2m $6.2m 1.29% Added +39.5k +39,538
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 506,404506.4k $6.0m $6.0m 0.00% Added +436.2k +436,188
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 390,532390.5k $4.6m $4.6m 0.00% Added +198.7k +198,664
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 316,696316.7k $3.8m $3.8m 0.00% Added +39.5k +39,521
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 294,437294.4k $3.5m $3.5m 0.00% Added +181.2k +181,167
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 256,629256.6k $3.0m $3.0m 0.00% Added +163.8k +163,844
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 246,673246.7k $2.9m $2.9m 0.00% Added +37.6k +37,564
15 Palatine Hill Wealth Management, LLC 1.95% of their portfolio BIRMINGHAM, MI 203,333203.3k $2.4m $2.4m 1.95% Added +16.6k +16,581
16 Bensler, LLC 0.20% of their portfolio Bellevue, WA 190,856190.9k $2.3m $2.3m 0.20% New
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 189,947189.9k $2.3m $2.3m 0.00% Reduced -1.1k -1,118
18 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.63% of their portfolio CLARKSDALE, MS 169,118169.1k $2.0m $2.0m 0.63% Added +1.8k +1,764
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 162,603162.6k $1.9m $1.9m 0.00% Added +50.7k +50,740
20 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 149,138149.1k $1.8m $1.8m 0.01% Added +13.4k +13,408
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 125,634125.6k $1.5m $1.5m 0.00% Reduced -1.8k -1,833
22 Elequin Capital, LP 0.04% of their portfolio NEW YORK, NY 107,780107.8k $1.3m $1.3m 0.04% New
23 RIVERSEDGE ADVISORS, LLC 0.17% of their portfolio Wilmington, DE 106,735106.7k $1.3m $1.3m 0.17% Reduced -7.4k -7,358
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 103,016103.0k $1.2m $1.2m 0.00% Added +47.4k +47,418
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 93,25693.3k $1.1m $1.1m 0.00% Added +45.4k +45,384
26 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 91,45291.5k $1.1m $1.1m 0.01% Reduced -10.2k -10,194
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 90,46090.5k $1.1m $1.1m 0.00% Added +15.2k +15,151
28 McAdam, LLC 0.04% of their portfolio Philadelphia, PA 86,98387.0k $1.0m $1.0m 0.04% New
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 86,09586.1k $1.0m $1.0m 0.00% Reduced -35.0k -34,966
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 77,75877.8k $923.8k $923.8k 0.00% Added +62.0k +61,981
31 Archer Investment Corp 0.09% of their portfolio Carmel, IN 77,15877.2k $916.6k $916.6k 0.09% Added +37.7k +37,729
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 70,56870.6k $838.3k $838.3k 0.00% Added +5.3k +5,266
33 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 69,37469.4k $824.2k $824.2k 0.02% Reduced -9.1k -9,058
34 Strategic Financial Concepts, LLC 0.21% of their portfolio SAN ANTONIO, TX 58,25158.3k $692.0k $692.0k 0.21% Reduced -820 -820
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,84052.8k $627.7k $627.7k 0.00% New
36 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 52,61852.6k $625.1k $625.1k 0.01% Unchanged
37 Bill Few Associates, Inc. 0.10% of their portfolio SEWICKLEY, PA 38,90238.9k $462.2k $462.2k 0.10% Added +5.1k +5,102
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,80338.8k $461.0k $461.0k 0.00% Added +5.3k +5,312
39 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 36,97137.0k $439.2k $439.2k 0.00% Added +618 +618
40 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 36,72636.7k $436.3k $436.3k 0.00% Added +10.1k +10,118
41 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,30435.3k $419.4k $419.4k 0.00% Added +20 +20
42 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 35,15435.2k $417.6k $417.6k 0.00% New
43 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 34,93734.9k $415.1k $415.1k 0.01% Unchanged
44 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 34,52034.5k $410.1k $410.1k 0.00% Added +2.9k +2,866
45 Riverbend Wealth Management, LLC 0.21% of their portfolio Myrtle Beach, SC 34,03434.0k $404.3k $404.3k 0.21% New
46 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 32,33632.3k $384.2k $384.2k 0.00% Added +8.4k +8,383
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 31,74331.7k $377.1k $377.1k 0.00% Added +12.8k +12,771
48 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 31,60631.6k $375.0k $375.0k 0.00% New
49 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 28,02928.0k $333.0k $333.0k 0.02% Added +233 +233
50 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 24,61924.6k $292.5k $292.5k 0.01% Added +9.5k +9,546
51 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 22,39322.4k $266.0k $266.0k 0.01% New
52 Patten Group, Inc. 0.04% of their portfolio CHATTANOOGA, TN 21,51521.5k $255.6k $255.6k 0.04% Unchanged
53 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,71020.7k $246.0k $246.0k 0.00% Reduced -251 -251
54 CURA WEALTH ADVISORS, LLC 0.10% of their portfolio CHICAGO, IL 20,28320.3k $241.0k $241.0k 0.10% Added +228 +228
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 17,90217.9k $212.7k $212.7k 0.00% New
56 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 17,42017.4k $206.9k $206.9k 0.01% Unchanged
57 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 17,11217.1k $203.3k $203.3k 0.01% Added +193 +193
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,10417.1k $203.2k $203.2k 0.00% Added +6.6k +6,635
59 Garden State Investment Advisory Services LLC 0.04% of their portfolio Red Bank, NJ 17,05917.1k $202.7k $202.7k 0.04% Unchanged
60 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 16,99917.0k $201.9k $201.9k 0.00% Added +83 +83
61 INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio MIAMI, FL 16,31216.3k $193.8k $193.8k 0.01% New
62 626 Financial, LLC 0.07% of their portfolio PORTAGE, MI 14,66314.7k $174.2k $174.2k 0.07% Unchanged
63 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 14,33014.3k $170.2k $170.2k 0.01% Unchanged
64 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 14,17814.2k $168.0k $168.0k 0.01% Unchanged
65 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,13814.1k $168.0k $168.0k 0.00% Added +154 +154
66 Ascent Group, LLC 0.00% of their portfolio VIRGINIA BEACH, VA 14,06314.1k $167.1k $167.1k 0.00% Unchanged
67 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 13,69813.7k $162.7k $162.7k 0.01% Added +154 +154
68 MMA ASSET MANAGEMENT LLC 0.05% of their portfolio New York, NY 13,35413.4k $158.7k $158.7k 0.05% New
69 OPTIMA CAPITAL LLC 0.06% of their portfolio PORTLAND, OR 12,84512.8k $152.6k $152.6k 0.06% New
70 RMR Wealth Builders 0.01% of their portfolio Montclair, NJ 11,73011.7k $139.4k $139.4k 0.01% Reduced -6.0k -5,955
71 COZAD ASSET MANAGEMENT INC 0.01% of their portfolio CHAMPAIGN, IL 11,49611.5k $136.6k $136.6k 0.01% Reduced -2.1k -2,122
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,06711.1k $131.5k $131.5k 0.00% New
73 Rooted Wealth Advisors, Inc. 0.03% of their portfolio BOURBONNAIS, IL 11,03011.0k $131.0k $131.0k 0.03% Unchanged
74 Kestra Investment Management, LLC 0.00% of their portfolio AUSTIN, TX 10,44410.4k $124.1k $124.1k 0.00% New
75 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 10,21710.2k $121.4k $121.4k 0.01% New
76 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 9,7919.8k $116.3k $116.3k 0.00% Unchanged
77 AMERIFLEX GROUP, INC. 0.04% of their portfolio LAS VEGAS, NV 7,9878.0k $94.9k $94.9k 0.04% Unchanged
78 FMR LLC 0.00% of their portfolio BOSTON, MA 6,4606.5k $76.7k $76.7k 0.00% Added +4.9k +4,893
79 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,8725.9k $69.8k $69.8k 0.00% Added +570 +570
80 Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio ORLAND PARK, IL 5,0965.1k $60.5k $60.5k 0.01% Added +57 +57
81 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 4,6554.7k $55.3k $55.3k 0.00% First filing
82 PlanVest Financial, Inc 0.03% of their portfolio GAITHERSBURG, MD 4,2804.3k $50.8k $50.8k 0.03% New
83 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 3,1673.2k $37.6k $37.6k 0.01% First filing
84 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 2,9683.0k $35.3k $35.3k 0.00% Reduced -45 -45
85 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,1472.1k $26.0k $26.0k 0.00% Unchanged
86 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1352.1k $25.4k $25.4k 0.00% Unchanged
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5361.5k $18.3k $18.3k 0.00% Added +17 +17
88 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 1,2511.3k $14.9k $14.9k 0.00% New
89 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 950950 $11.3k $11.3k 0.00% Unchanged
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 887887 $10.5k $10.5k 0.00% Unchanged
91 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 740740 $8.8k $8.8k 0.00% Unchanged
92 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 548548 $7.0k $7.0k 0.00% Reduced -42 -42
93 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 232232 $2.8k $2.8k 0.00% Unchanged
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 223223 $2.6k $2.6k 0.00% New
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3333 $392 $392 0.00% Reduced -692 -692