Skip to content
Disclosery

FTMA PUTNAM ETF TRUST

Follow

FRANK MASS ETF (fund)

47 managers (47 13F filers) reported a position in FTMA shares at 2025-12-31, 12,035,528 shares in all. 46 filers opened a position and 0 filers sold out during the quarter.

Managers
47
13F filers
47
New
46
Added
0
Reduced
0
Sold out
0
Shares held by filers
12,035,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,101,300$27.9M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,974,798$26.8M0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,877,377$16.9M<0.01%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/581,470$5.24M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC353,521$3.19M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC287,673$2.59M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,135$2.42M<0.01%new13F-HRTimelineGroup
LPL Financial LLC252,231$2.27M<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,629$2.19M<0.01%new13F-HRTimelineGroup
McAdam, LLC224,447$2.02M0.09%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,942$1.86M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers175,045$1.58M<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…169,398$1.53M0.01%new13F-HRTimeline
Alta Wealth Advisors LLC155,428$1.4M0.47%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,909$1.28M<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC112,432$1.01M<0.01%new13F-HRTimeline
Abbot Financial Management, Inc.102,442$923K0.38%new13F-HRTimeline
O'ROURKE & COMPANY, Inc99,756$899K0.35%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,486$725K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC76,134$686K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,355$554K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd45,714$412K0.16%new13F-HRTimeline
WEALTH EFFECTS LLC36,216$326K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…30,631$276K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,857$242K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co26,163$236K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC24,514$221K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,742$214K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG23,653$213K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,554$203K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,903$197K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,602$177K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC19,346$174K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,230$173K0.01%new13F-HRTimeline
SHP Wealth Management18,054$163K0.01%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,862$161K0.06%new13F-HRTimeline
James J. Burns & Company, LLC17,257$155K0.02%new13F-HRTimeline
Modera Wealth Management, LLC17,111$154K<0.01%new13F-HRTimeline
One Charles Private Wealth Services, LLC15,873$143K0.04%new13F-HRTimeline
Mechanics Bank Trust Department14,830$134K0.02%new13F-HRTimeline
Bright Futures Wealth Management, LLC.12,860$116K0.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,063$109K<0.01%new13F-HRTimeline
Waverly Advisors, LLC10,494$94.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC6,692$60.3K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,600$50.5K0.01%new13F-HRTimelineGroup
Centerpoint Advisors, LLC2,700$24K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC99$892<0.01%new13F-HRTimelineGroup