PUTNAM ETF TRUST FTCA
FRANKLIN CALIF · ETP · CUSIP 746729839
75
institutional holders
+11 vs Q4 2025
7.8m
shares reported held*
$56.6mreported value*
17 new
29 added
11 reduced
6 sold out
net bought ≈ $12.8m (+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 ≈ $7.28.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 64 |
| Q1 2026 | 75 |
Biggest buyers
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +659.9k |
| LPL Financial LLC | Added | +482.5k |
| MORGAN STANLEY | Added | +158.1k |
| BANK OF AMERICA CORP /DE/ | Added | +101.4k |
| OneDigital Investment Advisors LLC | New | +91.3k |
| Creative Planning | Added | +81.8k |
| Fjell Capital, LLC | New | +81.5k |
| RAYMOND JAMES FINANCIAL INC | Added | +71.8k |
| Integrated Wealth Concepts LLC | Added | +67.0k |
| MassMutual Private Wealth & Trust, FSB | New | +61.7k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -562.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -61.3k |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold out | -50.4k |
| Orion Porfolio Solutions, LLC | Sold out | -29.0k |
| AMERIPRISE FINANCIAL INC | Reduced | -18.5k |
| J.W. COLE ADVISORS, INC. | Sold out | -13.9k |
| Compound Planning, Inc. | Sold out | -13.0k |
| LIBERTY WEALTH MANAGEMENT LLC | Reduced | -9.0k |
| BANK OF MONTREAL /CAN/ | Reduced | -8.4k |
| CHOREO, LLC | Reduced | -8.1k |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.00% of their portfolio | 1.5m $10.6m | Added +482.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 827.2k $6.0m | Added +101.4k |
| MORGAN STANLEY 0.00% of their portfolio | 810.4k $5.9m | Added +158.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 754.9k $5.5m | Added +659.9k |
| UBS Group AG 0.00% of their portfolio | 188.8k $1.4m | Added +35.8k |
| Bridgewealth Advisory Group, LLC 0.28% of their portfolio | 186.6k $1.4m | Reduced -1.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 183.2k $1.3m | Added +71.8k |
| SeaCrest Wealth Management, LLC 0.13% of their portfolio | 169.7k $1.2m | Added +119 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 168.6k $1.2m | Reduced -18.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 165.7k $1.2m | Added +10.3k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 153.6k $1.1m | Added +67.0k |
| Werba Rubin Papier Wealth Management 0.14% of their portfolio | 137.1k $998.1k | Reduced -680 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 120.2k $871.3k | Added +22.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 113.8k $828.1k | Added +40.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 109.0k $793.4k | Added +4.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 108.2k $787.9k | Reduced -562.1k |
| CITIGROUP INC 0.00% of their portfolio | 108.0k $786.2k | Added +58.0k |
| Destination Wealth Management 0.02% of their portfolio | 108.0k $786.2k | Unchanged |
| Creative Planning 0.00% of their portfolio | 106.9k $778.0k | Added +81.8k |
| TCFG WEALTH MANAGEMENT, LLC 0.25% of their portfolio | 92.5k $673.7k | Added +27.8k |
| TCFG Investment Advisors, LLC 0.25% of their portfolio | 92.5k $673.7k | First filing |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 91.3k $664.4k | New |
| Fjell Capital, LLC 0.46% of their portfolio | 81.5k $593.5k | New |
| Mariner, LLC 0.00% of their portfolio | 77.7k $565.9k | Added +1.5k |
| Sovran Advisors, LLC 0.04% of their portfolio | 75.1k $551.9k | Added +632 |
| MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio | 61.7k $449.3k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 61.4k $446.7k | Added +264 |
| RiverFront Investment Group, LLC 0.01% of their portfolio | 58.2k $423.3k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 57.4k $417.6k | Added +29.1k |
| Westside Investment Management, Inc. 0.06% of their portfolio | 55.7k $405.8k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 54.5k $397.0k | Added +14.7k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 52.9k $384.9k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 51.5k $374.7k | Added +38.4k |
| US BANCORP \DE\ 0.00% of their portfolio | 46.2k $336.6k | Added +40.8k |
| FF Advisors,LLC 0.14% of their portfolio | 45.4k $334.7k | New |
| CHOREO, LLC 0.00% of their portfolio | 44.8k $325.8k | Reduced -8.1k |
| Alteri Wealth LLC 0.10% of their portfolio | 41.4k $301.6k | Added +9.3k |
| Greykasell Wealth Strategies, Inc. 0.11% of their portfolio | 37.6k $273.9k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 33.1k $241.0k | Added +33 |
| CENTRAL VALLEY ADVISORS, LLC 0.06% of their portfolio | 31.1k $226.2k | Unchanged |
| Fermata Advisors, LLC 0.05% of their portfolio | 30.4k $221.2k | New |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 29.4k $214.0k | New |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 29.3k $213.0k | Added +1.2k |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.13% of their portfolio | 27.8k $202.7k | New |
| Gibbs Wealth Management 0.03% of their portfolio | 27.7k $201.5k | New |
| LIBERTY WEALTH MANAGEMENT LLC 0.03% of their portfolio | 27.6k $201.2k | Reduced -9.0k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 27.6k $200.9k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 26.2k $190.0k | Added +8.3k |
| Sovereign Financial Group, Inc. 0.03% of their portfolio | 25.4k $185.1k | Unchanged |
| AMERIFLEX GROUP, INC. 0.09% of their portfolio | 23.4k $170.6k | Added +6.2k |
| Silverberg Bernstein Capital Management LLC 0.09% of their portfolio | 23.1k $167.8k | New |
| WorthPointe, LLC 0.04% of their portfolio | 20.1k $146.5k | New |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 19.8k $144.2k | Reduced -6.4k |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% of their portfolio | 19.5k $142.2k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 18.2k $132.6k | Unchanged |
| Advisors Capital Management, LLC 0.00% of their portfolio | 17.8k $129.7k | Reduced -7.6k |
| CLG LLC 0.03% of their portfolio | 17.0k $123.9k | Added +73 |
| ASSETMARK, INC 0.00% of their portfolio | 16.9k $123.3k | Reduced -5.1k |
| Perennial Investment Advisors, LLC 0.01% of their portfolio | 15.8k $115.2k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 15.4k $112.2k | Unchanged |
| Castle Rock Wealth Management, LLC 0.02% of their portfolio | 13.8k $100.6k | Unchanged |
| Gladstone Institutional Advisory LLC 0.00% of their portfolio | 13.2k $96.1k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 13.1k $95.0k | Unchanged |
| Trajan Wealth LLC 0.00% of their portfolio | 11.9k $86.9k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 11.5k $83.4k | Added +76 |
| Ashton Thomas Private Wealth, LLC 0.00% of their portfolio | 9.8k $71.3k | New |
| CWM, LLC 0.00% of their portfolio | 7.0k $51.0k | New |
| WOLFF WIESE MAGANA LLC 0.02% of their portfolio | 4.5k $33.1k | Unchanged |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 3.3k $24.3k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 984 $7.2k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 816 $5.9k | Reduced -8.4k |
| CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio | 476 $3.5k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 386 $2.8k | Unchanged |
| FMR LLC 0.00% of their portfolio | 113 $823 | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 1 $8 | Reduced -3.3k |