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 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
533,149
shares
|
$22.5 Million
1.24% of portfolio
|
Q3 2025
Added 48.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
521,618
shares
|
$22 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
490,536
shares
|
$20.7 Million
1.26% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
488,762
shares
|
$20.7 Million
0.05% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
483,665
shares
|
$20.4 Million
0.11% of portfolio
|
Q2 2025
Added 114.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
476,794
shares
|
$20.1 Million
0.1% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
465,400
shares
|
$19.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
426,103
shares
|
$18 Million
3.95% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
412,099
shares
|
$17.4 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
405,707
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Added 18257.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
396,394
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
385,950
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
383,637
shares
|
$16.2 Million
3.82% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
341,241
shares
|
$14.4 Million
10.43% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
337,583
shares
|
$14.3 Million
1.93% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
321,055
shares
|
$13.6 Million
0.31% of portfolio
|
Q2 2025
Added 211.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
315,303
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2025
Added 1525.44%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
307,662
shares
|
$13 Million
5.96% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
289,306
shares
|
$12.2 Million
3.69% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
282,906
shares
|
$12 Million
1.54% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
282,838
shares
|
$11.9 Million
3.78% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
280,726
shares
|
$11.9 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
274,544
shares
|
$11.6 Million
0.09% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
266,003
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.45%
|