18 institutions reported holding $81.2M of PUTNAM ETF TRUST (FTMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($66.6M), COMMONWEALTH EQUITY SERVICES, LLC ($4.8M), IRON Financial LLC ($4.4M), Private Advisor Group, LLC ($1.2M), Concurrent Investment Advisors, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.6M | 6.7M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 485,382 | Trimmed |
| 3 | IRON Financial LLC | $4.4M | 444,917 | Added |
| 4 | Private Advisor Group, LLC | $1.2M | 118,829 | New |
| 5 | Concurrent Investment Advisors, LLC | $1.0M | 101,341 | Hold |
| 6 | Stonebridge Financial Group, LLC / MO | $893,596 | 89,854 | Trimmed |
| 7 | Merit Financial Group, LLC | $463,855 | 46,642 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $420,219 | 42,254 | New |
| 9 | Formidable Asset Management, LLC | $363,411 | 36,690 | New |
| 10 | BEAM WEALTH ADVISORS, INC. | $264,324 | 26,579 | Trimmed |
| 11 | GGM Financials LLC | $239,098 | 24,042 | Added |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $233,210 | 23,450 | Trimmed |
| 13 | Clear Creek Financial Management, LLC | $198,900 | 20,000 | New |
| 14 | AE Wealth Management LLC | $32,162 | 3,234 | Added |
| 15 | IFP Advisors, Inc | $11,646 | 1,171 | Hold |
| 16 | Farther Finance Advisors, LLC | $9,627 | 968 | Hold |
| 17 | Savvy Advisors, Inc. | $0 | 0 | Exited |
| 18 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30