Vault-13

PUTNAM ETF TRUST FTCA

FRANKLIN CALIF · ETP · CUSIP 746729839

85 institutional holders +10 vs Q1 2026
10,256,49010.3m shares reported held*
$76.1mreported value*
19 new 31 added 7 reduced 6 sold out net bought ≈ $19.8m (+2.7m 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 ($433.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 64Q1 26: 75Q2 26: 8585Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202564
Q1 202675
Q2 202685

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 26: 46 bought or addedQ1 26: 17 cut or sold outQ1 26Q2 26: 50 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20264617
Q2 20265013

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +442,977+443.0k
FIRST AMERICAN TRUST, FSB New +276,756+276.8k
DeDora Capital, Inc. New +255,294+255.3k
LPL Financial LLC Added +206,280+206.3k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +202,255+202.3k
MORGAN STANLEY Added +154,224+154.2k
Private Advisor Group, LLC New +143,983+144.0k
BANK OF AMERICA CORP /DE/ Added +139,076+139.1k
JONES FINANCIAL COMPANIES LLLP Added +103,166+103.2k
MCCARTER PRIVATE WEALTH SERVICES LLC New +94,915+94.9k

Biggest sellers

Mariner, LLC Sold out -77,739-77.7k
Cetera Investment Advisers Reduced -48,271-48.3k
UBS Group AG Reduced -26,800-26.8k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -25,502-25.5k
Trajan Wealth LLC Sold out -11,936-11.9k
WOLFF WIESE MAGANA LLC Sold out -4,548-4.5k
MassMutual Private Wealth & Trust, FSB Reduced -3,631-3.6k
TCFG Investment Advisors, LLC Reduced -2,500-2.5k
Farther Finance Advisors, LLC Sold out -984-984
BANK OF MONTREAL /CAN/ Sold out -816-816

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,664,8191.7m $12.4m $12.4m 0.00% Added +206.3k +206,280
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 1,197,8901.2m $8.9m $8.9m 0.01% Added +443.0k +442,977
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 966,267966.3k $7.2m $7.2m 0.00% Added +139.1k +139,076
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 964,672964.7k $7.2m $7.2m 0.00% Added +154.2k +154,224
5 FIRST AMERICAN TRUST, FSB 0.12% of their portfolio SANTA ANA, CA 276,756276.8k $2.1m $2.1m 0.12% New
6 DeDora Capital, Inc. 0.41% of their portfolio Napa, CA 255,294255.3k $1.9m $1.9m 0.41% New
7 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 223,360223.4k $1.7m $1.7m 0.00% Added +103.2k +103,166
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 218,723218.7k $1.6m $1.6m 0.00% Added +35.6k +35,572
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.02% of their portfolio MINNEAPOLIS, MN 202,255202.3k $1.5m $1.5m 0.02% New
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 198,179198.2k $1.5m $1.5m 0.00% Added +84.4k +84,426
11 Bridgewealth Advisory Group, LLC 0.26% of their portfolio Fresno, CA 186,566186.6k $1.4m $1.4m 0.26% Unchanged
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 179,303179.3k $1.3m $1.3m 0.00% Added +10.7k +10,729
13 SeaCrest Wealth Management, LLC 0.14% of their portfolio PURCHASE, NY 169,928169.9k $1.3m $1.3m 0.14% Added +199 +199
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 162,001162.0k $1.2m $1.2m 0.00% Reduced -26.8k -26,800
15 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 157,139157.1k $1.2m $1.2m 0.01% Added +3.6k +3,582
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 146,658146.7k $1.1m $1.1m 0.00% Added +92.2k +92,174
17 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 143,983144.0k $1.1m $1.1m 0.00% New
18 Werba Rubin Papier Wealth Management 0.12% of their portfolio SAN JOSE, CA 137,103137.1k $1.0m $1.0m 0.12% Unchanged
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 134,374134.4k $997.1k $997.1k 0.00% Added +25.4k +25,396
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 132,594132.6k $983.8k $983.8k 0.00% Added +24.4k +24,364
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 117,429117.4k $871.3k $871.3k 0.00% Reduced -48.3k -48,271
22 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 117,010117.0k $868.2k $868.2k 0.00% Added +10.1k +10,146
23 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 108,000108.0k $801.4k $801.4k 0.00% Unchanged
24 Destination Wealth Management 0.02% of their portfolio Walnut Creek, CA 108,000108.0k $801.4k $801.4k 0.02% Unchanged
25 MCCARTER PRIVATE WEALTH SERVICES LLC 0.24% of their portfolio Boston, MA 94,91594.9k $704.3k $704.3k 0.24% New
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 93,85893.9k $696.4k $696.4k 0.00% New
27 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 91,93891.9k $682.2k $682.2k 0.01% Added +670 +670
28 TCFG Investment Advisors, LLC 0.23% of their portfolio LAGUNA NIGUEL, CA 90,04590.0k $668.1k $668.1k 0.23% Reduced -2.5k -2,500
29 Sovran Advisors, LLC 0.04% of their portfolio SAN DIEGO, CA 82,53882.5k $601.7k $601.7k 0.04% Added +7.4k +7,404
30 Fjell Capital, LLC 0.41% of their portfolio FARGO, ND 81,52281.5k $604.9k $604.9k 0.41% Unchanged
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 77,27677.3k $574.0k $574.0k 0.00% Added +51.1k +51,122
32 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 63,04963.0k $467.0k $467.0k 0.00% New
33 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 61,79261.8k $458.5k $458.5k 0.00% Added +434 +434
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 61,53261.5k $456.6k $456.6k 0.00% Added +4.2k +4,168
35 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 58,48258.5k $433.9k $433.9k 0.00% Added +7.0k +7,011
36 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 58,08058.1k $431.0k $431.0k 0.01% Reduced -3.6k -3,631
37 RiverFront Investment Group, LLC 0.01% of their portfolio RICHMOND, VA 57,83757.8k $429.2k $429.2k 0.01% Reduced -315 -315
38 Westside Investment Management, Inc. 0.05% of their portfolio SANTA MONICA, CA 55,74355.7k $413.6k $413.6k 0.05% Unchanged
39 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 51,23351.2k $380.1k $380.1k 0.01% New
40 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 46,24246.2k $343.1k $343.1k 0.00% Unchanged
41 FF Advisors,LLC 0.13% of their portfolio MANHATTAN BEACH, CA 45,41945.4k $337.0k $337.0k 0.13% Unchanged
42 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 45,00445.0k $333.9k $333.9k 0.00% Added +253 +253
43 Alteri Wealth LLC 0.09% of their portfolio WESTLAKE VILLAGE, CA 44,96745.0k $333.7k $333.7k 0.09% Added +3.5k +3,532
44 Fermata Advisors, LLC 0.06% of their portfolio SONOMA, CA 42,38242.4k $314.5k $314.5k 0.06% Added +12.0k +12,000
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,12640.1k $297.7k $297.7k 0.00% New
46 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 37,81537.8k $280.6k $280.6k 0.01% New
47 Greykasell Wealth Strategies, Inc. 0.10% of their portfolio DANVILLE, CA 37,62137.6k $279.1k $279.1k 0.10% Unchanged
48 Bluespring Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 35,87235.9k $266.2k $266.2k 0.01% New
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,16433.2k $246.1k $246.1k 0.00% Added +55 +55
50 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 32,39932.4k $240.4k $240.4k 0.00% New
51 CENTRAL VALLEY ADVISORS, LLC 0.06% of their portfolio SACRAMENTO, CA 30,86830.9k $229.0k $229.0k 0.06% Reduced -206 -206
52 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.06% of their portfolio GARDEN CITY, NY 29,51629.5k $219.0k $219.0k 0.06% Added +256 +256
53 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 29,40029.4k $218.1k $218.1k 0.00% Unchanged
54 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.13% of their portfolio SAN DIEGO, CA 28,12528.1k $208.7k $208.7k 0.13% Added +280 +280
55 LIBERTY WEALTH MANAGEMENT LLC 0.03% of their portfolio OAKLAND, CA 27,63527.6k $201.2k $201.2k 0.03% Unchanged
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 27,59427.6k $204.7k $204.7k 0.00% Unchanged
57 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 27,36527.4k $203.0k $203.0k 0.00% Reduced -25.5k -25,502
58 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 26,91226.9k $199.7k $199.7k 0.00% Added +7.1k +7,107
59 Sovereign Financial Group, Inc. 0.03% of their portfolio STAMFORD, CT 25,42025.4k $188.6k $188.6k 0.03% Unchanged
60 AMERIFLEX GROUP, INC. 0.07% of their portfolio LAS VEGAS, NV 23,43623.4k $173.9k $173.9k 0.07% Unchanged
61 Silverberg Bernstein Capital Management LLC 0.07% of their portfolio ARMONK, NY 23,05023.1k $171.0k $171.0k 0.07% Unchanged
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,82721.8k $162.0k $162.0k 0.00% Added +3.6k +3,606
63 JPL Wealth Management, LLC 0.03% of their portfolio GREENWOOD VILLAGE, CO 21,61621.6k $160.4k $160.4k 0.03% New
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 21,35021.4k $158.4k $158.4k 0.01% New
65 WorthPointe, LLC 0.04% of their portfolio La Jolla, CA 20,13020.1k $149.4k $149.4k 0.04% Unchanged
66 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% of their portfolio Seattle, WA 19,52619.5k $144.9k $144.9k 0.00% Unchanged
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,28918.3k $135.7k $135.7k 0.00% Added +2.9k +2,882
68 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 17,96718.0k $133.3k $133.3k 0.00% New
69 Advisors Capital Management, LLC 0.00% of their portfolio RIDGEWOOD, NJ 17,82217.8k $132.2k $132.2k 0.00% Unchanged
70 CLG LLC 0.03% of their portfolio Long Beach, CA 17,13917.1k $127.2k $127.2k 0.03% Added +119 +119
71 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 16,93316.9k $125.6k $125.6k 0.00% Unchanged
72 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 15,84415.8k $117.6k $117.6k 0.00% New
73 Perennial Investment Advisors, LLC 0.01% of their portfolio Los Angeles, CA 15,82715.8k $117.4k $117.4k 0.01% Unchanged
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,47315.5k $114.8k $114.8k 0.00% New
75 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 14,13414.1k $104.9k $104.9k 0.00% New
76 Castle Rock Wealth Management, LLC 0.02% of their portfolio WALNUT CREEK, CA 13,82213.8k $102.3k $102.3k 0.02% Unchanged
77 Gladstone Institutional Advisory LLC 0.00% of their portfolio Bedminster, NJ 13,20013.2k $97.9k $97.9k 0.00% Unchanged
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 13,05413.1k $96.9k $96.9k 0.00% Unchanged
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 11,57711.6k $85.9k $85.9k 0.00% Added +116 +116
80 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 9,7899.8k $72.6k $72.6k 0.00% Unchanged
81 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 6,8676.9k $51.0k $51.0k 0.00% New
82 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 3,3363.3k $24.8k $24.8k 0.00% Unchanged
83 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 476476 $3.5k $3.5k 0.00% Unchanged
84 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 386386 $2.9k $2.9k 0.00% Unchanged
85 FMR LLC 0.00% of their portfolio BOSTON, MA 113113 $838 $838 0.00% Unchanged