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 154 institutions that hold shares in the stock, with a total of 59.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,512,992
shares
|
$343 Million
0.03% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,031,882
shares
|
$203 Million
0.01% of portfolio
|
Q1 2025
Added 108.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,465,415
shares
|
$180 Million
0.94% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,356,644
shares
|
$175 Million
0.23% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,822,280
shares
|
$154 Million
0.03% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,794,248
shares
|
$113 Million
0.22% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,601,082
shares
|
$105 Million
0.37% of portfolio
|
Q2 2025
Added 40.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,482,578
shares
|
$100 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,041,657
shares
|
$82.2 Million
0.08% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,955,562
shares
|
$78.8 Million
7.99% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,724,187
shares
|
$69.4 Million
0.05% of portfolio
|
Q1 2025
Added 25.66%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,482,253
shares
|
$59.7 Million
17.14% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,332,525
shares
|
$53.7 Million
0.07% of portfolio
|
Q1 2025
Added 1460.33%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,069,397
shares
|
$43.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,000,662
shares
|
$40.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
793,759
shares
|
$32 Million
5.75% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
769,846
shares
|
$31 Million
0.09% of portfolio
|
Q2 2025
Added 174.84%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
519,537
shares
|
$20.9 Million
14.89% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
511,611
shares
|
$20.6 Million
5.17% of portfolio
|
Q1 2025
Added 47.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
511,520
shares
|
$20.6 Million
0.64% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
440,814
shares
|
$17.8 Million
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
428,069
shares
|
$17.2 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
396,117
shares
|
$16 Million
1.09% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
395,359
shares
|
$15.9 Million
1.15% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|