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Disclosery

FTMS PUTNAM ETF TRUST

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FRANKLIN SHT TRM (fund)

42 managers (42 13F filers) reported a position in FTMS shares at 2026-06-30, 13,182,517 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
12
Reduced
14
Sold out
5
Shares held by filers
13,182,517

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,712,644$66.6M0.11%+495,50813F-HRTimeline
Vise Technologies, Inc.817,591$8.13M0.09%+546,17613F-HRTimeline
Cetera Investment Advisers686,419$6.83M0.01%+42,46713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597,222$5.94M<0.01%-62,80313F-HRTimelineGroup
NewEdge Advisors, LLC587,973$5.85M0.02%+8,64913F-HRTimeline
LPL Financial LLC570,452$5.67M<0.01%-10,84213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC485,382$4.83M0.01%-72,30313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO481,696$4.78M<0.01%+451,33013F-HRTimelineGroup
IRON Financial LLC444,917$4.42M1.83%+157,30113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP332,654$3.3M<0.01%+62,34713F-HRTimelineGroup
Investmark Advisory Group LLC190,626$1.9M0.72%-7,00413F-HRTimeline
Elequin Capital, LP183,254$1.82M0.06%new13F-HRTimeline
Private Advisor Group, LLC118,829$1.18M0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…101,341$1.01M0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO89,854$894K0.59%-3,22713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,563$801K<0.01%+5,23813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC74,551$741K<0.01%+13,08513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,397$670K<0.01%+35,45013F-HRTimelineGroup
Mutual Advisors, LLC56,638$563K0.01%-8,99613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,670$534K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV47,601$473K<0.01%-1,85713F-HR/ATimeline
Merit Financial Group, LLC46,642$464K<0.01%-29,00513F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,265$440K<0.01%-11,12113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,254$420K<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC36,690$363K0.06%new13F-HRTimeline
Balboa Wealth Partners35,885$357K0.05%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.26,579$264K0.06%-5,01313F-HR/ATimeline
GGM Financial LLC24,042$239K0.09%+19813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,450$233K0.01%-11,70013F-HRTimeline
OLD MISSION CAPITAL LLC20,770$207K0.01%-41,19313F-HRTimeline
Sanctuary Advisors, LLC20,080$200K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC20,000$199K0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,751$157K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC15,000$149K0.01%013F-HRTimeline
Occidental Asset Management, LLC15,000$149K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,200$41.8K<0.01%13F-HRTimeline
AE Wealth Management LLC3,234$32.2K<0.01%+2,41813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,878$29K<0.01%-45,89113F-HRTimelineGroup
FMR LLCin group FMR LLC2,384$23.7K<0.01%-5413F-HRTimelineGroup
IFP Advisors, Inc1,171$11.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC968$9.63K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.