13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
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
—
▼ 1.5%
vs prior quarter
13F value held
$11M
48.0% inst. owned
of float
Holders
8
+129 QoQ
filers reporting
Activity
+33 / −84
+859 added · −768 reduced
this quarter
Concentration
84.20%
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 84.2% of the visible book. +129 net new institutions vs prior quarter — accumulation reading.

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 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$646,0249K0.00%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$402,2766K0.00%Q1 202604
Miller Global Investments, LLC
CIK 0002099097
$308,7854K0.28%Q1 202605
OLD MISSION CAPITAL LLC
CIK 0001455915
$252,2284K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$136,0002K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$5,537790.00%Q1 202608
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025