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Disclosery

FTMA PUTNAM ETF TRUST

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FRANK MASS ETF (fund)

55 managers (55 13F filers) reported a position in FTMA shares at 2026-03-31, 13,450,945 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
55
13F filers
55
New
11
Added
17
Reduced
15
Sold out
2
Shares held by filers
13,450,945

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC3,223,035$28.9M0.04%+248,23713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,010,401$27M0.01%-90,89913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,669,086$23.9M<0.01%+791,70913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/685,383$6.14M<0.01%+103,91313F-HRTimelineGroup
NewEdge Advisors, LLC377,334$3.38M0.01%+89,66113F-HR/ATimeline
LPL Financial LLC313,007$2.81M<0.01%+60,77613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC287,722$2.58M0.01%+211,58813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC270,420$2.42M<0.01%+2,28513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC263,724$2.36M<0.01%-89,79713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN255,120$2.29M<0.01%+12,49113F-HR/ATimelineGroup
McAdam, LLC225,465$2.02M0.09%+1,01813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,000$2.01M<0.01%+18,05813F-HRTimelineGroup
O'ROURKE & COMPANY, Inc199,512$1.79M0.71%+99,75613F-HRTimeline
Cetera Investment Advisers172,007$1.54M<0.01%-3,03813F-HRTimeline
Alta Wealth Advisors LLC155,428$1.39M0.45%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…131,207$1.18M<0.01%-10,70213F-HRTimelineGroup
Steward Partners Investment Advisory, L…126,070$1.13M0.01%-43,32813F-HRTimeline
Private Advisor Group, LLC112,451$1.01M<0.01%+1913F-HRTimeline
Abbot Financial Management, Inc.102,442$918K0.39%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,480$444K<0.01%-11,87513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI45,959$412K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC39,479$354K<0.01%new13F-HRTimeline
WEALTH EFFECTS LLC36,492$327K0.12%+27613F-HRTimeline
OLD MISSION CAPITAL LLC34,070$305K0.01%+9,55613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,163$235K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,875$223K<0.01%+1,13313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,097$216K<0.01%-56,38913F-HRTimelineGroup
Claro Advisors Inc.22,333$200K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,977$197K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,854$187K<0.01%-6,00313F-HRTimelineGroup
SHP Wealth Management19,963$179K0.01%+1,90913F-HRTimeline
Mariner, LLCin group Mariner, LLC19,247$173K<0.01%-2,65613F-HRTimelineGroup
Stablepoint Partners, LLC19,229$172K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,348$164K<0.01%-4,20613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,349$156K<0.01%-13,28213F-HRTimeline
James J. Burns & Company, LLC17,284$155K0.02%+2713F-HRTimeline
Modera Wealth Management, LLC17,111$153K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,059$153K0.01%-2,17113F-HRTimeline
CAPE ANN SAVINGS BANK16,548$148K0.07%new13F-HRTimeline
One Charles Private Wealth Services, LLC15,873$142K0.04%013F-HRTimeline
Mechanics Bank Trust Department14,830$133K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,202$127K<0.01%-5,40013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC14,077$126K0.04%-3,78513F-HRTimeline
EASTERN BANK13,346$120K<0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.12,860$115K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,063$108K<0.01%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB10,706$96K<0.01%new13F-HRTimeline
Waverly Advisors, LLC10,494$94.1K<0.01%013F-HRTimeline
AE Wealth Management LLC6,692$60K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,380$48.2K<0.01%-18,27313F-HRTimelineGroup
Farther Finance Advisors, LLC3,586$32.1K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC2,700$24K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,889$16.9K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC417$3.74K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC99$888<0.01%013F-HRTimelineGroup