Filing Research | PUTNAM ETF TRUST Institutional Holdings

Snapshot holdings

50 / 111 loaded

#		Instrument	quantity
1	Allegheny Financial Group	Shares	2.6MSH	$132.9M
2	Amplius Wealth Advisors, LLC	Shares	2.0MSH	$103.8M
3	Opal Wealth Advisors, LLC	Shares	1.6MSH	$79.6M
4	RFG Advisory, LLC	Shares	1.0MSH	$51.6M
5	Harbor Group, Inc.	Shares	876.3KSH	$44.6M
6	Summit Investment Advisory Services, LLC	Shares	866.0KSH	$44.1M
7	GGM Financial LLC	Shares	802.0KSH	$40.9M
8	Embree Financial Group	Shares	782.1KSH	$39.8M
9	SAX WEALTH ADVISORS, LLC	Shares	841.8KSH	$39.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	621.4KSH	$32.2M
11	AdvisorNet Financial, Inc	Shares	625.2KSH	$31.9M
12	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	592.7KSH	$30.2M
13	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	559.5KSH	$28.5M
14	Bucket List Wealth Management, LLC	Shares	523.2KSH	$26.7M
15	Aurdan Capital Management, LLC	Shares	466.7KSH	$23.8M
16	Retirement Management Systems Inc.	Shares	438.6KSH	$22.3M
17	Dogwood Wealth Management LLC	Shares	426.7KSH	$21.7M
18	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	424.3KSH	$21.6M
19	Redhawk Wealth Advisors, Inc.	Shares	386.3KSH	$19.7M
20	Keystone Financial Services, LLC	Shares	370.0KSH	$18.9M
21	BridgePort Financial Solutions, LLC	Shares	338.4KSH	$17.2M
22	Cooper Financial Group	Shares	330.4KSH	$16.8M
23	IVC Wealth Advisors LLC	Shares	318.7KSH	$16.2M
24	Merit Financial Group, LLC	Shares	304.5KSH	$15.5M
25	Key Client Fiduciary Advisors, LLC	Shares	247.8KSH	$12.6M
26	Stonebridge Financial Group, LLC / MO	Shares	216.9KSH	$11.0M
27	J.W. COLE ADVISORS, INC.	Shares	212.8KSH	$10.8M
28	Green Ridge Wealth Planning LLC	Shares	206.5KSH	$10.5M
29	StoneCrest Wealth Management, Inc.	Shares	197.9KSH	$10.1M
30	Cornerstone Wealth Management, LLC	Shares	191.9KSH	$9.8M
31	Colonial River Investments, LLC	Shares	173.6KSH	$8.8M
32	Foundry Financial Group, Inc.	Shares	171.4KSH	$8.7M
33	Midwest Financial Group LLC	Shares	165.6KSH	$8.4M
34	IFP Advisors, Inc	Shares	155.2KSH	$7.9M
35	Brookstone Capital Management	Shares	146.9KSH	$7.5M
36	ERn Financial, LLC	Shares	132.5KSH	$6.7M
37	Patriot Financial Group Insurance Agency, LLC	Shares	127.5KSH	$6.5M
38	Secure Asset Management, LLC	Shares	124.6KSH	$6.3M
39	SeaCrest Wealth Management, LLC	Shares	117.1KSH	$6.0M
40	Empire Life Investments Inc.	Shares	108.3KSH	$5.5M
41	RDA Financial Network	Shares	107.9KSH	$5.5M
42	Clarity Asset Management, Inc.	Shares	99.4KSH	$5.1M
43	Ballew Advisors, Inc	Shares	93.1KSH	$4.8M
44	Tempus Wealth Planning, LLC	Shares	93.0KSH	$4.7M
45	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	76.7KSH	$3.9M
46	Athena Wealth Management, LLC	Shares	75.5KSH	$3.8M
47	Spire Wealth Management	Shares	75.2KSH	$3.8M
48	Advisory Resource Group	Shares	62.7KSH	$3.2M
49	FIFTH THIRD SECURITIES, INC.	Shares	61.4KSH	$3.1M
50	Wealthcare Advisory Partners LLC	Shares	58.7KSH	$3.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 114 loaded

#		Instrument
1	Summit Investment Advisory Services, LLC new	Shares	+866.0K	+$44.1M	$44.1M
2	GGM Financial LLC added	Shares	+683.0K	+$35.3M	$40.9M
3	Allegheny Financial Group added	Shares	+327.4K	+$27.1M	$132.9M
4	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+424.3K	+$21.6M	$21.6M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+321.0K	+$17.4M	$28.5M
6	Amplius Wealth Advisors, LLC added	Shares	+59.6K	+$12.0M	$103.8M
7	J.W. COLE ADVISORS, INC. new	Shares	+212.8K	+$10.8M	$10.8M
8	RFG Advisory, LLC added	Shares	+131.0K	+$10.7M	$51.6M
9	Bucket List Wealth Management, LLC added	Shares	+177.7K	+$10.6M	$26.7M
10	SAX WEALTH ADVISORS, LLC added	Shares	+159.2K	+$8.0M	$39.1M
11	Stonebridge Financial Group, LLC / MO added	Shares	+136.7K	+$7.3M	$11.0M
12	Opal Wealth Advisors, LLC trimmed	Shares	-6.0K	+$6.8M	$79.6M
13	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+77.0K	+$6.3M	$30.2M
14	AdvisorNet Financial, Inc added	Shares	+61.0K	+$5.7M	$31.9M
15	Merit Financial Group, LLC added	Shares	+89.4K	+$5.5M	$15.5M
16	Secure Asset Management, LLC added	Shares	+104.6K	+$5.4M	$6.3M
17	Harbor Group, Inc. added	Shares	+15.6K	+$4.7M	$44.6M
18	Embree Financial Group added	Shares	+17.1K	+$4.4M	$39.8M
19	Clarity Asset Management, Inc. added	Shares	+81.2K	+$4.2M	$5.1M
20	Cornerstone Wealth Management, LLC added	Shares	+65.9K	+$3.9M	$9.8M
21	Aurdan Capital Management, LLC added	Shares	+35.1K	+$3.8M	$23.8M
22	Dogwood Wealth Management LLC added	Shares	+32.6K	+$3.5M	$21.7M
23	Retirement Management Systems Inc. added	Shares	+27.0K	+$3.2M	$22.3M
24	Key Client Fiduciary Advisors, LLC added	Shares	+40.7K	+$3.0M	$12.6M
25	Green Ridge Wealth Planning LLC added	Shares	+29.0K	+$2.3M	$10.5M
26	Redhawk Wealth Advisors, Inc. added	Shares	+11.0K	+$2.3M	$19.7M
27	FIFTH THIRD SECURITIES, INC. added	Shares	+40.8K	+$2.2M	$3.1M
28	IFP Advisors, Inc added	Shares	+22.2K	+$1.7M	$7.9M
29	Ballew Advisors, Inc added	Shares	+28.3K	+$1.7M	$4.8M
30	Keystone Financial Services, LLC trimmed	Shares	-1.3K	+$1.6M	$18.9M
31	Wealthcare Advisory Partners LLC added	Shares	+28.1K	+$1.6M	$3.0M
32	Sonoma Allocations LLC added	Shares	+26.1K	+$1.5M	$2.7M
33	Tempus Wealth Planning, LLC added	Shares	+20.8K	+$1.4M	$4.7M
34	FIRST UNITED BANK & TRUST added	Shares	+24.0K	+$1.3M	$2.5M
35	IVC Wealth Advisors LLC trimmed	Shares	-2.3K	+$1.3M	$16.2M
36	Cooper Financial Group trimmed	Shares	-5.1K	+$1.3M	$16.8M
37	Midwest Financial Group LLC added	Shares	+11.0K	+$1.3M	$8.4M
38	Empire Life Investments Inc. added	Shares	+13.3K	+$1.1M	$5.5M
39	GK Wealth Management LLC new	Shares	+20.7K	+$1.1M	$1.1M
40	Foundry Financial Group, Inc. added	Shares	+4.4K	+$984.7K	$8.7M
41	SeaCrest Wealth Management, LLC added	Shares	+8.4K	+$923.3K	$6.0M
42	RDA Financial Network added	Shares	+8.4K	+$881.4K	$5.5M
43	Farther Finance Advisors, LLC added	Shares	+14.1K	+$771.8K	$1.3M
44	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+13.4K	+$734.0K	$1.3M
45	Cedar Mountain Advisors, LLC new	Shares	+14.2K	+$721.8K	$721.8K
46	Scarborough Advisors, LLC new	Shares	+14.0K	+$721.0K	$721.0K
47	GREENWOOD GEARHART LLC new	Shares	+12.9K	+$658.5K	$658.5K
48	ERn Financial, LLC added	Shares	+1.0K	+$651.0K	$6.7M
49	Foster Victor Wealth Advisors, LLC new	Shares	+11.8K	+$610.1K	$610.1K
50	StoneCrest Wealth Management, Inc. trimmed	Shares	-7.0K	+$574.1K	$10.1M

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