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 |
|---|---|---|---|---|---|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
325,530
shares
|
$12.5 Million
10.5% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
284,173
shares
|
$10.9 Million
4.29% of portfolio
|
Q1 2025
Added 212.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
280,109
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
266,905
shares
|
$10.2 Million
1.46% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
250,997
shares
|
$9.63 Million
0.36% of portfolio
|
Q1 2025
Added 290.58%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
225,030
shares
|
$8.63 Million
0.05% of portfolio
|
Q1 2025
Added 87.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
221,810
shares
|
$8.51 Million
0.08% of portfolio
|
Q1 2025
Added 147.9%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
205,130
shares
|
$7.87 Million
0.52% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
198,467
shares
|
$7.62 Million
3.41% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
187,608
shares
|
$7.2 Million
1.2% of portfolio
|
Q1 2025
Added 351.24%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
182,596
shares
|
$7.01 Million
3.73% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
179,181
shares
|
$6.88 Million
4.34% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
176,994
shares
|
$6.79 Million
1.09% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
176,103
shares
|
$6.76 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
156,086
shares
|
$5.99 Million
0.43% of portfolio
|
Q1 2025
Added 76.07%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
154,828
shares
|
$5.94 Million
4.54% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
154,396
shares
|
$5.92 Million
3.62% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
150,145
shares
|
$5.76 Million
2.85% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
148,736
shares
|
$5.71 Million
4.94% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
144,895
shares
|
$5.56 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
142,420
shares
|
$5.46 Million
0.86% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
139,159
shares
|
$5.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
138,551
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Added 62.83%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
135,867
shares
|
$5.21 Million
2.91% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
134,817
shares
|
$5.17 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.2%
|