13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PVAL

PUTNAM ETF TRUST

314 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 746729300·314 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$5.6B
59.0% inst. owned
of float
Holders
314
+94 QoQ
filers reporting
Activity
+8 / −113
+941 added · −948 reduced
this quarter
Concentration
29.61%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

314 institutions reported PVAL in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 29.6% of the visible book. +94 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.7B35.9M0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$655M14.1M0.04%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$387M8.3M0.41%Q1 202604
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$358M7.7M4.07%Q1 202605
GLENMEDE TRUST CO NA
CIK 0000314949
$332M7.2M1.63%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$309M6.7M0.43%Q1 202607
UBS Group AG
CIK 0001610520
$259M5.6M0.04%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$255M5.5M0.16%Q1 202609
Glenmede Investment Management, LP
CIK 0001644465
$247M5.8M1.19%Q3 202510
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$215M4.6M0.06%Q1 202611
CWM, LLC
CIK 0001535847
$155M3.3M0.41%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$125M2.7M0.02%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$107M2.3M1.84%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$107M2.3M0.10%Q1 202615
Allegheny Financial Group
CIK 0001844148
$106M2.3M14.27%Q1 202616
Amplius Wealth Advisors, LLC
CIK 0001900584
$92M2.0M7.65%Q1 202617
Opal Wealth Advisors, LLC
CIK 0001844201
$73M1.6M16.45%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$61M1.3M0.06%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$61M1.3M0.23%Q1 202620
Corient Private Wealth LLC
CIK 0001948780
$58M1.3M0.08%Q1 2026
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