Who Owns PUTNAM FRANKLIN (FTMS)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $130.9M of PUTNAM FRANKLIN (FTMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($66.6M), Vise Technologies, Inc. ($8.1M), Cetera Investment Advisers ($6.8M), RAYMOND JAMES FINANCIAL INC ($5.9M), NewEdge Advisors, LLC ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$66.6M6.7MAdded
2Vise Technologies, Inc.$8.1M817,591Added
3Cetera Investment Advisers$6.8M686,419Added
4RAYMOND JAMES FINANCIAL INC$5.9M597,222Trimmed
5NewEdge Advisors, LLC$5.8M587,973Added
6LPL Financial LLC$5.7M570,452Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$4.8M485,382Trimmed
8JPMORGAN CHASE & CO$4.8M481,696Added
9IRON Financial LLC$4.4M444,917Added
10JONES FINANCIAL COMPANIES LLLP$3.3M332,654Added
11Investmark Advisory Group LLC$1.9M190,626Trimmed
12Elequin Capital, LP$1.8M183,254New
13Private Advisor Group, LLC$1.2M118,829New
14Concurrent Investment Advisors, LLC$1.0M101,341Hold
15Stonebridge Financial Group, LLC / MO$893,59689,854Trimmed
16OSAIC HOLDINGS, INC.$801,40480,563Added
17MML INVESTORS SERVICES, LLC$741,41374,551Added
18JANE STREET GROUP, LLC$670,26367,397Added
19Mutual Advisors, LLC$563,26256,638Trimmed
20GOLDMAN SACHS GROUP INC$533,74853,670New
21MERCER GLOBAL ADVISORS INC /ADV$473,39247,601Trimmed
22Merit Financial Group, LLC$463,85546,642Trimmed
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$440,21544,265Trimmed
24ENVESTNET ASSET MANAGEMENT INC$420,21942,254New
25Formidable Asset Management, LLC$363,41136,690New

Source: SEC Form 13F filings · as of 2026-06-30