DOSSIER · 13F Holders · Q1 2026
PEMX

PUTNAM ETF TRUST

8 institutions still hold PUTNAM ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746729847·8 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$11M
visible holders
Holders
8
filers reporting
Concentration
83.55%
CASTLE WEALTH MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported PEMX in Q1 2026. CASTLE WEALTH MANAGEMENT LLC leads at 83.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$9M133K3.02%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$646K9K0.00%Q1 2026
03
HighTower Advisors, LLC
CIK 0001462245
$402K6K0.00%Q1 2026
04
Miller Global Investments, LLC
CIK 0002099097
$395K4K0.33%Q2 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$252K4K0.00%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$136K2K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$6K790.00%Q1 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025