Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PUTNAM ETF TRUST (FTMS)

34 + Investors. Track Smart Money conviction in FTMS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

34+

Inst. Holders

Hedge Fund Ownership: FTMS

How many hedge funds hold FTMS — quarterly history vs. share price
Quarterly hedge fund ownership of FTMS vs. share price

Market Analysis: FTMS

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTMS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FTMS
2026 Q1 Stats Unlock in 1 days 34 + Investors

Track Smart Money conviction in FTMS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 34 0 100%
13F Shares 13M 0 100%
Total Value $129M $0 100%
New Positions 34 0 +34
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTMS

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTMS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FTMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRON Financial LLC 1.24% 287,616 $2.8M
2 Investmark Advisory Group LLC 0.84% 197,630 $2.0M
3 Stonebridge Financial Group, LLC / MO 0.78% 93,081 $922K
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% 6,217,136 $61.5M
5 GGM Financial LLC 0.11% 23,844 $236K
6 BEAM WEALTH ADVISORS, INC. 0.08% 31,592 $313K
7 Balboa Wealth Partners 0.06% 35,885 $355K
8 Vise Technologies, Inc. 0.05% 271,415 $2.7M
9 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 35,150 $348K
10 Mutual Advisors, LLC 0.01% 65,634 $650K
11 Csenge Advisory Group 0.01% 30,000 $297K
12 Concurrent Investment Advisors, LLC 0.01% 101,341 $1.0M
13 OLD MISSION CAPITAL LLC 0.01% 61,963 $614K
14 Regal Investment Advisors LLC 0.01% 15,000 $149K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 557,685 $5.5M
16 SFMG, LLC 0.01% 10,584 $105K
17 Cetera Investment Advisers 0.01% 643,952 $6.4M
18 Merit Financial Group, LLC 0.01% 75,647 $749K
19 Savvy Advisors, Inc. 0.00% 10,789 $107K
20 RAYMOND JAMES FINANCIAL INC 0.00% 660,025 $6.5M
21 FIDUCIARY TRUST CO 0.00% 15,751 $156K
22 MML INVESTORS SERVICES, LLC 0.00% 61,466 $609K
23 Mariner, LLC 0.00% 133,456 $1.3M
24 LPL Financial LLC 0.00% 581,294 $5.8M
25 JONES FINANCIAL COMPANIES LLLP 0.00% 270,307 $2.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PUTNAM ETF TRUST (FTMS)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.