Institutional Ownership Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,741,266
shares
|
$209 Million
0.02% of portfolio
|
Q4 2024
Added 38.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,757,297
shares
|
$137 Million
0.73% of portfolio
|
Q4 2024
Added 84.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,902,660
shares
|
$106 Million
0.02% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,409,551
shares
|
$87.7 Million
0.01% of portfolio
|
Q4 2024
Added 126.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,310,623
shares
|
$84.1 Million
0.19% of portfolio
|
Q4 2024
Added 48.76%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,883,958
shares
|
$68.6 Million
8.05% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,680,725
shares
|
$61.2 Million
0.26% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,429,509
shares
|
$52 Million
17.11% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,372,125
shares
|
$50 Million
0.04% of portfolio
|
Q4 2024
Added 57.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,227,015
shares
|
$44.7 Million
0.07% of portfolio
|
Q4 2024
Added 52.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,122,788
shares
|
$40.9 Million
0.04% of portfolio
|
Q4 2024
Added 122.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,080,078
shares
|
$39.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
749,153
shares
|
$27.3 Million
5.67% of portfolio
|
Q1 2025
Added 112.49%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
491,201
shares
|
$17.9 Million
13.7% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
434,701
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
408,465
shares
|
$14.9 Million
0.09% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$14.1 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
381,012
shares
|
$13.9 Million
0.04% of portfolio
|
Q1 2025
Added 76.22%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
368,300
shares
|
$13.4 Million
1.09% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
366,788
shares
|
$13.4 Million
0.98% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
346,329
shares
|
$12.6 Million
3.41% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
330,289
shares
|
$12 Million
0.12% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
325,530
shares
|
$11.9 Million
10.5% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
284,173
shares
|
$10.3 Million
4.29% of portfolio
|
Q1 2025
Added 212.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
280,109
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2025
Added 23.76%
|