FR Short-Term Muni Inc. ETFFTMS ETF 13F holders, Q4 2025 (December 31) 35 holders
$9.95 avg. 13F price*
At the end of Q4 2025 , 35 institutions reported holding FR Short-Term Muni Inc. ETF (FTMS) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($83.1M), Commonwealth Equity Services, LLC ($7.0M) and Cetera Investment Advisers ($5.9M).
Company FR Short-Term Muni Inc. ETF
Filed as PUTNAM ETF TRUST (Q4 2025)
CUSIP 746729730
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 Institutions Total Value New Positions 34 $128.6M Exits 0 $0
Ownership 35 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Wealth Enhancement Advisory Services, LLC 0.11% New 8,342,735 $83.1M Commonwealth Equity Services, LLC 0.01% New 703,325 $7.0M Cetera Investment Advisers 0.01% New 591,322 $5.9M NewEdge Advisors, LLC 0.02% New 536,664 $5.3M Raymond James Financial Inc. 0.00% New 455,692 $4.5M LPL Financial LLC 0.00% New 426,775 $4.2M Vise Technologies, Inc. 0.05% New 271,415 $2.7M Jones Financial Companies LLLP 0.00% New 267,153 $2.7M Investmark Advisory Group LLC 0.85% New 200,533 $2.0M Mariner, LLC 0.00% New 170,038 $1.7M Rockefeller Capital Management L.P. 0.00% New 161,622 $1.6M Concurrent Investment Advisors, LLC 0.01% New 101,341 $1.0M Northwestern Mutual Wealth Management Co. 0.00% New 95,308 $946K Stonebridge Financial Group, LLC / MO 0.80% — 92,825 $922K Osaic Holdings, Inc. 0.00% New 78,388 $778K Merit Financial Group, LLC 0.01% New 75,647 $751K MML Investors Services, LLC 0.00% New 74,550 $740K Westside Investment Management, Inc. 0.11% New 71,714 $712K Mutual Advisors, LLC 0.01% New 57,531 $571K Balboa Wealth Partners 0.06% New 35,885 $356K Fiduciary Trust Co 0.00% New 34,575 $343K Beam Wealth Advisors, Inc. 0.09% New 32,912 $327K JPMorgan Chase & Co. 0.00% New 25,101 $249K GGM Financial LLC 0.11% New 23,708 $235K Royal Bank of Canada 0.00% New 21,615 $215K Sanctuary Advisors, LLC 0.00% New 20,080 $199K Valmark Advisers, Inc. 0.00% New 17,282 $172K Savvy Advisors, Inc. 0.00% New 10,789 $107K Sfmg, LLC 0.01% New 10,584 $105K Cwm, LLC 0.00% New 3,362 $33K FMR LLC 0.00% New 2,560 $25K IFP Advisors, Inc 0.00% New 1,171 $12K Farther Finance Advisors, LLC 0.00% New 968 $10K AE Wealth Management LLC 0.00% New 816 $8K Wells Fargo & Company 0.00% New 211 $2K
"% of holder's portfolio" is FTMS's weight in each manager's 13F, not the share of FR Short-Term Muni Inc. ETF the manager owns.