FR Short-Term Muni Inc. ETFFTMSETF
13F holders, Q1 2026 (March 31)39holders +4
8new positions
3sold out
$9.90avg. 13F price*
At the end of Q1 2026, 39 institutions reported holding FR Short-Term Muni Inc. ETF (FTMS) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 3 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($61.5M), Raymond James Financial Inc. ($6.5M) and Cetera Investment Advisers ($6.4M).
- Company
- FR Short-Term Muni Inc. ETF
- Filed as
- PUTNAM ETF TRUST (Q1 2026)
- CUSIP
- 746729730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.1M |
| Exits | 3 | $886K |
All 13F filers, Q4 2025 → Q1 2026: 1,013,312 shares bought and 2,637,888 shares sold, net −1,624,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -25.5% | 6,217,136 | $61.5M |
| Raymond James Financial Inc. | 0.00% | Add +44.8% | 660,025 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +8.9% | 643,952 | $6.4M |
| LPL Financial LLC | 0.00% | Add +36.2% | 581,294 | $5.8M |
| NewEdge Advisors, LLC | 0.02% | Add +8.0% | 579,324 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.7% | 557,685 | $5.5M |
| IRON Financial LLC | 1.24% | New | 287,616 | $2.8M |
| Vise Technologies, Inc. | 0.05% | No change | 271,415 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 270,307 | $2.7M |
| Investmark Advisory Group LLC | 0.84% | Reduce -1.4% | 197,630 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -21.5% | 133,456 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 101,341 | $1.0M |
| Stonebridge Financial Group, LLC / MO | 0.78% | Add +0.3% | 93,081 | $922K |
| Merit Financial Group, LLC | 0.01% | No change | 75,647 | $749K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 75,325 | $746K |
| Mutual Advisors, LLC | 0.01% | Add +14.1% | 65,634 | $650K |
| Old Mission Capital LLC | 0.01% | New | 61,963 | $614K |
| MML Investors Services, LLC | 0.00% | Reduce -17.6% | 61,466 | $609K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.9% | 55,386 | $549K |
| Mercer Global Advisors Inc. | 0.00% | New | 49,458 | $490K |
| Royal Bank of Canada | 0.00% | Add +125.6% | 48,769 | $483K |
| Balboa Wealth Partners | 0.06% | No change | 35,885 | $355K |
| Creative Financial Designs Inc. | 0.02% | New | 35,150 | $348K |
| Jane Street Group, LLC | 0.00% | New | 31,947 | $316K |
| Beam Wealth Advisors, Inc. | 0.08% | Reduce -4.0% | 31,592 | $313K |
| JPMorgan Chase & Co. | 0.00% | Add +21.0% | 30,366 | $301K |
| Csenge Advisory Group | 0.01% | New | 30,000 | $297K |
| GGM Financial LLC | 0.11% | Add +0.6% | 23,844 | $236K |
| Sanctuary Advisors, LLC | 0.00% | No change | 20,080 | $199K |
| Fiduciary Trust Co | 0.00% | Reduce -54.4% | 15,751 | $156K |
| Regal Investment Advisors LLC | 0.01% | New | 15,000 | $149K |
| Savvy Advisors, Inc. | 0.00% | No change | 10,789 | $107K |
| Sfmg, LLC | 0.01% | No change | 10,584 | $105K |
| Eastern Bank | 0.00% | New | 3,968 | $39K |
| Cwm, LLC | 0.00% | No change | 3,362 | $33K |
| FMR LLC | 0.00% | Reduce -4.8% | 2,438 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 1,171 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 968 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 816 | $8K |
"% 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.