13FBOX
PUTNAM ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
P

PUTNAM ETF TRUST

PBDC
Institutions
64
Combined AUM (Q2 2026)
$76.9M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+754,935
44 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-198,282
24 · 10 Exit · ≈
⚖️ Net
+556,653
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$76.9M
Institutions
64
New Buys
16
Adds
28
Reduces
14
Exits
10
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Russell Investments Group, Ltd.
0.01%#22$9.8M359,661$00+359,661New Buy
CONDOR CAPITAL MANAGEMENT
0.67%0.75%#4$8.9M326,738$9.0M327,178-440-0.13%Reduce
Cetera Investment Advisers
0.01%0.01%#26$6.4M236,482$6.0M218,025+18,457+8.47%Add
LexAurum Advisors, LLC
0.72%0.77%#3$6.3M230,340$5.9M215,712+14,628+6.78%Add
Clark Capital Management Group, Inc.
0.03%0.03%#16$5.6M204,640$5.4M195,437+9,203+4.71%Add
Prota Financial, LLC
3.53%3.61%#1$5.4M195,691$5.0M180,765+14,926+8.26%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#37$4.1M149,413$4.1M148,647+766+0.52%Add
Evolution Wealth Advisors, LLC
0.39%0.35%#6$3.4M123,700$3.4M125,070-1,370-1.10%Reduce
Corient Private Wealth LLC
<0.01%<0.01%#32$3.0M108,912$2.3M82,804+26,108+31.53%Add
LPL Financial LLC
<0.01%<0.01%#43$2.5M91,462$2.5M91,435+27+0.03%Add
NewEdge Advisors, LLC
0.01%0.01%#24$2.1M77,124$1.8M66,469+10,655+16.03%Add
Apollon Wealth Management, LLC
0.02%0.02%#20$1.6M57,252$1.2M44,022+13,230+30.05%Add
Haven Private, LLC
0.57%0.77%#5$1.5M54,983$1.8M64,498-9,515-14.75%Reduce
RFG Advisory, LLC
0.02%0.02%#19$1.3M48,155$1.3M47,103+1,052+2.23%Add
Closed-End Fund Advisors, Inc.
1.27%0.79%#2$1.3M47,816$773,42628,043+19,773+70.51%Add
Brookwood Investment Group LLC
0.12%#8$1.1M40,065$00+40,065New Buy
Almanack Investment Partners, LLC.
0.14%#7$1.1M39,748$00+39,748New Buy
Kathmere Capital Management, LLC
0.05%#12$911,97033,516$00+33,516New Buy
Steward Partners Investment Advisory, LLC
<0.01%0.01%#29$826,33930,369$1.1M40,647-10,278-25.29%Reduce
Beaumont Financial Advisors, LLC
0.05%#14$726,44826,698$00+26,698New Buy
Stratos Wealth Partners, LTD.
0.01%#23$641,74823,585$00+23,585New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#40$596,15021,909$942,57034,176-12,267-35.89%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#45$571,41021,000$00+21,000New Buy
Naviter Wealth, LLC
0.05%0.09%#13$529,67019,466$680,86724,687-5,221-21.15%Reduce
Discipline Wealth Solutions, LLC
0.05%0.04%#15$522,11319,188$424,94915,408+3,780+24.53%Add
Wealthcare Advisory Partners LLC
0.01%0.01%#21$493,08818,122$483,03917,514+608+3.47%Add
PARK AVENUE SECURITIES LLC
<0.01%#30$471,90317,343$00+17,343New Buy
PRINCIPAL SECURITIES, INC.
0.01%0.01%#27$457,83816,826$403,60614,634+2,192+14.98%Add
BROWN ADVISORY INC
<0.01%<0.01%#42$397,32014,602$919,02133,322-18,720-56.18%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#55$384,80214,142$811,99929,442-15,300-51.97%Reduce
UBS Group AG
<0.01%<0.01%#59$366,08313,454$366,42813,286+168+1.26%Add
Advyzon Investment Management, LLC
0.03%0.03%#18$360,49313,249$282,73210,251+2,998+29.25%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#25$327,45612,034$00+12,034New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$322,14911,835$267,5969,698+2,137+22.04%Add
J.W. COLE ADVISORS, INC.
0.01%#28$313,75611,531$00+11,531New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#41$299,74511,016$246,0008,937+2,079+23.26%Add
HighTower Advisors, LLC
<0.01%<0.01%#49$276,69810,169$276,98610,043+126+1.25%Add
Allworth Financial LP
<0.01%<0.01%#36$269,3799,900$314,41211,400-1,500-13.16%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#44$258,8099,512$271,2499,835-323-3.28%Reduce
Clearstead Advisors, LLC
<0.01%<0.01%#31$246,1979,048$14,066510+8,538+1,674.12%Add
FOCUSED ALPHA, LLC
0.06%0.08%#11$245,8039,034$247,1038,960+74+0.83%Add
Legacy Wealth Managment, LLC/ID
0.09%<0.01%#9$213,7897,857$1,84867+7,790+11,626.87%Add
Samalin Investment Counsel, LLC
0.07%0.14%#10$213,7877,857$387,41014,047-6,190-44.07%Reduce
CITADEL ADVISORS LLC
<0.01%#60$204,8647,529$00+7,529New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#51$103,2983,796$104,5483,790+6+0.16%Add
Miller Global Investments, LLC
0.03%0.03%#17$36,5971,345$37,0951,34500.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#33$31,0461,141$31,4681,14100.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#38$27,2101,000$27,5801,00000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#46$26,639979$00+979New Buy
Integrated Wealth Concepts LLC
<0.01%#54$21,741799$00+799New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow