12 institutions reported holding $25.7M of PUTNAM ETF TRUST (PEMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CASTLE WEALTH MANAGEMENT LLC ($12.0M), FRANKLIN RESOURCES INC ($11.0M), JANE STREET GROUP, LLC ($556,448), HighTower Advisors, LLC ($526,370), Miller Global Investments, LLC ($394,502). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CASTLE WEALTH MANAGEMENT LLC | $12.0M | 131,176 | Trimmed |
| 2 | FRANKLIN RESOURCES INC | $11.0M | 120,000 | New |
| 3 | JANE STREET GROUP, LLC | $556,448 | 6,068 | Trimmed |
| 4 | HighTower Advisors, LLC | $526,370 | 5,740 | Hold |
| 5 | Miller Global Investments, LLC | $394,502 | 4,302 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $266,211 | 2,903 | Trimmed |
| 7 | Belpointe Asset Management LLC | $248,997 | 2,715 | New |
| 8 | Fortis Capital Advisors, LLC | $248,997 | 2,715 | New |
| 9 | MCCARTER PRIVATE WEALTH SERVICES LLC | $219,076 | 2,389 | New |
| 10 | Royal Bank of Canada | $172,000 | 1,881 | Trimmed |
| 11 | UBS Group AG | $24,943 | 272 | Added |
| 12 | OSAIC HOLDINGS, INC. | $1,650 | 18 | New |
Source: SEC Form 13F filings · as of 2026-06-30