Franklin Ca Muni Inc. ETFFTCAETF

13F holders, Q1 2026 (March 31)
76holders +12
18new positions
6sold out
$7.28avg. 13F price*

At the end of Q1 2026, 76 institutions reported holding Franklin Ca Muni Inc. ETF (FTCA) in their 13F filings, up 12 from Q4 2025. 18 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($10.6M), Bank of America Corp. ($6.0M) and Morgan Stanley ($5.9M).

Company
Franklin Ca Muni Inc. ETF
Filed as
PUTNAM ETF TRUST (Q1 2026)
CUSIP
746729839
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q4 2025: 64Q4 2025Q1 2026: 76Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$4.6M
Exits6$1.2M

All 13F filers, Q4 2025 → Q1 2026: 2,605,586 shares bought and 800,999 shares sold, net +1,804,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

LPL Financial LLC 0.00% Add +49.4% 1,458,539 $10.6M
Bank of America Corp. 0.00% Add +14.0% 827,191 $6.0M
Morgan Stanley 0.00% Add +24.2% 810,448 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +694.3% 754,913 $5.5M
UBS Group AG 0.00% Add +23.4% 188,801 $1.4M
Bridgewealth Advisory Group, LLC 0.28% Reduce -0.9% 186,566 $1.4M
Raymond James Financial Inc. 0.00% Add +64.5% 183,151 $1.3M
SeaCrest Wealth Management, LLC 0.13% Add +0.1% 169,729 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -9.9% 168,574 $1.2M
Cetera Investment Advisers 0.00% Add +6.6% 165,700 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +77.5% 153,557 $1.1M
Werba Rubin Papier Wealth Management 0.14% Reduce -0.5% 137,103 $998K
Jones Financial Companies LLLP 0.00% Add +22.4% 120,194 $871K
Wells Fargo & Company 0.00% Add +56.0% 113,753 $828K
Osaic Holdings, Inc. 0.00% Add +4.6% 108,978 $793K
Jane Street Group, LLC 0.00% Reduce -83.8% 108,230 $788K
Destination Wealth Management 0.02% No change 108,000 $786K
Citigroup Inc. 0.00% Add +116.0% 108,000 $786K
Creative Planning 0.00% Add +326.3% 106,864 $778K
TCFG Wealth Management, LLC 0.25% Add +43.0% 92,545 $674K
TCFG Investment Advisors, LLC 0.25% — 92,545 $674K
OneDigital Investment Advisors LLC 0.01% New 91,268 $664K
Fjell Capital, LLC 0.46% New 81,522 $593K
Mariner, LLC 0.00% Add +1.9% 77,739 $566K
Sovran Advisors, LLC 0.04% Add +0.8% 75,134 $552K
MassMutual Private Wealth & Trust, FSB 0.01% New 61,711 $449K
Sanctuary Advisors, LLC 0.00% Add +0.4% 61,358 $447K
RiverFront Investment Group, LLC 0.01% New 58,152 $423K
Kestra Advisory Services, LLC 0.00% Add +103.3% 57,364 $418K
Westside Investment Management, Inc. 0.06% No change 55,743 $406K
Royal Bank of Canada 0.00% Add +36.8% 54,484 $397K
Independent Financial Group, LLC 0.01% No change 52,867 $385K
Allworth Financial LP 0.00% Add +293.6% 51,471 $375K
Miramontes Capital, LLC 0.12% New 47,384 $345K
US Bancorp \de 0.00% Add +743.7% 46,242 $337K
FF Advisors,LLC 0.14% New 45,419 $335K
Choreo, LLC 0.00% Reduce -15.3% 44,751 $326K
Alteri Wealth LLC 0.10% Add +29.1% 41,435 $302K
Greykasell Wealth Strategies, Inc. 0.11% No change 37,621 $274K
Envestnet Asset Management Inc. 0.00% Add +0.1% 33,109 $241K
Central Valley Advisors, LLC 0.06% No change 31,074 $226K
Fermata Advisors, LLC 0.05% New 30,382 $221K
D.A. Davidson & Co. 0.00% New 29,400 $214K
Flynn Zito Capital Management, LLC 0.07% Add +4.1% 29,260 $213K
Silvia McColl Wealth Management, LLC 0.13% New 27,845 $203K
Gibbs Wealth Management 0.03% New 27,685 $202K
Liberty Wealth Management LLC 0.03% Reduce -24.5% 27,635 $201K
Fifth Third Bancorp 0.00% New 27,594 $201K
Cambridge Investment Research Advisors, Inc. 0.00% Add +46.6% 26,154 $190K
Sovereign Financial Group, Inc. 0.03% No change 25,420 $185K
Ameriflex Group, Inc. 0.09% Add +35.6% 23,436 $171K
Silverberg Bernstein Capital Management LLC 0.09% New 23,050 $168K
WorthPointe, LLC 0.04% New 20,130 $147K
EP Wealth Advisors, LLC 0.00% Reduce -24.4% 19,805 $144K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 19,526 $142K
Northwestern Mutual Wealth Management Co. 0.00% No change 18,221 $133K
Advisors Capital Management, LLC 0.00% Reduce -30.0% 17,822 $130K
CLG LLC 0.03% Add +0.4% 17,020 $124K
Assetmark, Inc. 0.00% Reduce -23.3% 16,933 $123K
Perennial Investment Advisors, LLC 0.01% No change 15,827 $115K
Rockefeller Capital Management L.P. 0.00% No change 15,407 $112K
Castle Rock Wealth Management, LLC 0.02% No change 13,822 $101K
Gladstone Institutional Advisory LLC 0.00% New 13,200 $96K
Cresset Asset Management, LLC 0.00% No change 13,054 $95K
Trajan Wealth LLC 0.00% New 11,936 $87K
Ameritas Investment Partners, Inc. 0.00% Add +0.7% 11,461 $83K
Ashton Thomas Private Wealth, LLC 0.00% New 9,789 $71K
Cwm, LLC 0.00% New 7,000 $51K
Wolff Wiese Magana LLC 0.02% No change 4,548 $33K
Golden State Wealth Management, LLC 0.00% No change 3,336 $24K
Farther Finance Advisors, LLC 0.00% No change 984 $7K
Bank of Montreal 0.00% Reduce -91.2% 816 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 476 $3K
Franklin Resources Inc. 0.00% No change 386 $3K
FMR LLC 0.00% No change 113 $823
MAI Capital Management 0.00% Reduce -100.0% 1 $8

"% of holder's portfolio" is FTCA's weight in each manager's 13F, not the share of Franklin Ca Muni Inc. ETF the manager owns.