8 institutions reported holding $41.2M of PUTNAM ETF TRUST (PGRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Next Level Private LLC ($12.8M), RFG Advisory, LLC ($12.6M), BENJAMIN EDWARDS INC ($6.1M), Prosperity Financial Group, Inc. ($4.4M), Professional Financial Advisors, LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Next Level Private LLC | $12.8M | 268,851 | Added |
| 2 | RFG Advisory, LLC | $12.6M | 264,218 | New |
| 3 | BENJAMIN EDWARDS INC | $6.1M | 128,843 | Added |
| 4 | Prosperity Financial Group, Inc. | $4.4M | 92,024 | Added |
| 5 | Professional Financial Advisors, LLC | $3.5M | 74,126 | Trimmed |
| 6 | MGO ONE SEVEN LLC | $984,274 | 20,652 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $748,656 | 15,708 | Added |
| 8 | ASSETMARK, INC | $5,672 | 119 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30