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 148 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 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
|
$327 Million
0.03% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,031,882
shares
|
$193 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
|
$171 Million
0.94% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,822,280
shares
|
$147 Million
0.03% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,750,951
shares
|
$144 Million
0.2% of portfolio
|
Q1 2025
Added 205.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,794,248
shares
|
$107 Million
0.22% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,041,657
shares
|
$78.3 Million
0.08% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,883,958
shares
|
$72.3 Million
8.05% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,850,921
shares
|
$71 Million
0.28% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,724,187
shares
|
$66.2 Million
0.05% of portfolio
|
Q1 2025
Added 25.66%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,429,509
shares
|
$54.9 Million
17.11% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,332,525
shares
|
$51.1 Million
0.07% of portfolio
|
Q1 2025
Added 1460.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,080,078
shares
|
$41.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,044,169
shares
|
$40.1 Million
0.01% of portfolio
|
Q1 2025
Added 140.2%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
749,153
shares
|
$28.7 Million
5.67% of portfolio
|
Q1 2025
Added 112.49%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
511,611
shares
|
$19.6 Million
5.17% of portfolio
|
Q1 2025
Added 47.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
511,520
shares
|
$19.6 Million
0.64% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
491,201
shares
|
$18.8 Million
13.7% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
469,766
shares
|
$18 Million
0.03% of portfolio
|
Q1 2025
Added 447.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
440,814
shares
|
$16.9 Million
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
395,359
shares
|
$15.2 Million
1.15% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$14.8 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
381,012
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2025
Added 76.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
371,755
shares
|
$14.3 Million
0.09% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
368,300
shares
|
$14.1 Million
1.09% of portfolio
|
Q1 2025
Added 42.86%
|