13F Insight
DOSSIER · 13F Holders · Q3 2026
PBDC

PUTNAM ETF TRUST

67 institutions still hold PUTNAM ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746729508·67 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$63M
visible holders
Holders
67
filers reporting
Concentration
15.30%
Russell Investments Group, Ltd. #1
top holder share
AI Holders Summary · Q3 2026

67 institutions reported PBDC in Q3 2026. Russell Investments Group, Ltd. leads at 15.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Russell Investments Group, Ltd.
CIK 0001692234
$10M360K0.01%Q3 202602
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$9M327K0.66%Q3 202603
Cetera Investment Advisers
CIK 0001666741
$6M236K0.01%Q2 202604
Clark Capital Management Group, Inc.
CIK 0001352187
$6M205K0.03%Q2 202605
Prota Financial, LLC
CIK 0002126257
$6M205K3.54%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M149K0.00%Q2 202607
Evolution Wealth Advisors, LLC
CIK 0001763121
$3M121K0.34%Q3 202608
Corient Private Wealth LLC
CIK 0001948780
$3M109K0.00%Q2 202609
LPL Financial LLC
CIK 0001403438
$2M91K0.00%Q3 202610
NewEdge Advisors, LLC
CIK 0001633516
$2M77K0.01%Q2 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M60K0.01%Q2 202512
Closed-End Fund Advisors, Inc.
CIK 0002103520
$2M62K1.72%Q3 202613
Apollon Wealth Management, LLC
CIK 0001764387
$2M58K0.02%Q3 202614
Future Financial Wealth Managment LLC
CIK 0001801892
$1M51K0.84%Q3 202615
Brookwood Investment Group LLC
CIK 0002066812
$1M40K0.12%Q2 202616
Almanack Investment Partners, LLC.
CIK 0001680613
$1M40K0.13%Q3 202617
Haven Private, LLC
CIK 0002053665
$952K35K0.38%Q3 202618
Beaumont Financial Advisors, LLC
CIK 0001957394
$906K34K0.06%Q3 202619
BROWN ADVISORY INC
CIK 0001345929
$904K30K0.00%Q4 202520
Kathmere Capital Management, LLC
CIK 0001794543
$902K34K0.04%Q3 2026
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