13F Insight
DOSSIER · 13F Holders · Q2 2026
PBDC

PUTNAM ETF TRUST

65 institutions still hold PUTNAM ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746729508·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$69M
visible holders
Holders
65
filers reporting
Concentration
14.19%
Russell Investments Group, Ltd. #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported PBDC in Q2 2026. Russell Investments Group, Ltd. leads at 14.2% 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%Q2 202602
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$9M327K0.67%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$6M236K0.01%Q2 202604
LexAurum Advisors, LLC
CIK 0001729677
$6M230K0.72%Q2 202605
Clark Capital Management Group, Inc.
CIK 0001352187
$6M205K0.03%Q2 202606
Prota Financial, LLC
CIK 0002126257
$5M196K3.53%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M149K0.00%Q2 202608
Evolution Wealth Advisors, LLC
CIK 0001763121
$3M124K0.39%Q2 202609
Corient Private Wealth LLC
CIK 0001948780
$3M109K0.00%Q2 202610
LPL Financial LLC
CIK 0001403438
$2M91K0.00%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$2M77K0.01%Q2 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M60K0.01%Q2 202513
Apollon Wealth Management, LLC
CIK 0001764387
$2M57K0.02%Q2 202614
Haven Private, LLC
CIK 0002053665
$1M55K0.57%Q2 202615
RFG Advisory, LLC
CIK 0001633387
$1M48K0.02%Q2 202616
Closed-End Fund Advisors, Inc.
CIK 0002103520
$1M48K1.27%Q2 202617
Brookwood Investment Group LLC
CIK 0002066812
$1M40K0.12%Q2 202618
Almanack Investment Partners, LLC.
CIK 0001680613
$1M40K0.14%Q2 202619
Kathmere Capital Management, LLC
CIK 0001794543
$912K34K0.05%Q2 202620
BROWN ADVISORY INC
CIK 0001345929
$904K30K0.00%Q4 2025
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