4 institutions reported holding $12.9M of PUTNAM ETF TRUST (PEMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CASTLE WEALTH MANAGEMENT LLC ($12.0M), Miller Global Investments, LLC ($394,502), Belpointe Asset Management LLC ($248,997), Fortis Capital Advisors, LLC ($248,997). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CASTLE WEALTH MANAGEMENT LLC | $12.0M | 131,176 | Trimmed |
| 2 | Miller Global Investments, LLC | $394,502 | 4,302 | Trimmed |
| 3 | Belpointe Asset Management LLC | $248,997 | 2,715 | New |
| 4 | Fortis Capital Advisors, LLC | $248,997 | 2,715 | New |
Source: SEC Form 13F filings · as of 2026-06-30