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 180 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,182,895
shares
|
$430 Million
0.03% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,371,098
shares
|
$227 Million
0.01% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,997,322
shares
|
$211 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,889,690
shares
|
$207 Million
0.27% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,465,415
shares
|
$189 Million
0.94% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,428,869
shares
|
$187 Million
0.03% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,565,904
shares
|
$151 Million
0.11% of portfolio
|
Q2 2025
Added 106.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,552,531
shares
|
$150 Million
0.26% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,054,488
shares
|
$129 Million
0.39% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,482,578
shares
|
$105 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,053,158
shares
|
$86.7 Million
0.08% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,006,838
shares
|
$84.8 Million
10.08% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,513,333
shares
|
$63.9 Million
18.65% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,224,431
shares
|
$51.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,069,397
shares
|
$45.2 Million
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,000,662
shares
|
$42.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
987,572
shares
|
$41.7 Million
9.38% of portfolio
|
Q2 2025
Added 93.03%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
826,482
shares
|
$34.9 Million
5.89% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
769,846
shares
|
$32.5 Million
0.09% of portfolio
|
Q2 2025
Added 174.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
751,791
shares
|
$31.8 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
746,322
shares
|
$31.5 Million
0.85% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
626,946
shares
|
$26.5 Million
0.67% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
578,814
shares
|
$24.5 Million
1.65% of portfolio
|
Q2 2025
Added 46.4%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
548,273
shares
|
$23.2 Million
14.94% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
537,908
shares
|
$22.7 Million
0.72% of portfolio
|
Q2 2025
Added 114.31%
|