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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
132,996
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2025
Added 67.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
126,964
shares
|
$4.87 Million
0.58% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
126,859
shares
|
$4.87 Million
0.69% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
121,610
shares
|
$4.67 Million
2.73% of portfolio
|
Q1 2025
Added 53.48%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
109,520
shares
|
$4.2 Million
1.38% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
102,921
shares
|
$3.95 Million
0.1% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
102,225
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
90,487
shares
|
$3.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
89,992
shares
|
$3.45 Million
2.1% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
82,323
shares
|
$3.16 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
82,211
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
77,587
shares
|
$2.98 Million
0.09% of portfolio
|
Q1 2025
Added 35.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
76,355
shares
|
$2.93 Million
0.34% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
73,471
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
71,249
shares
|
$2.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
66,014
shares
|
$2.53 Million
0.87% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
65,862
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
62,969
shares
|
$2.42 Million
0.18% of portfolio
|
Q1 2025
Added 123.68%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
62,499
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
59,225
shares
|
$2.27 Million
1.54% of portfolio
|
Q1 2025
Reduced 85.65%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
56,312
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
55,783
shares
|
$2.14 Million
0.37% of portfolio
|
Q1 2025
Added 235.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
53,853
shares
|
$2.07 Million
0.3% of portfolio
|
Q1 2025
Reduced 51.37%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
53,538
shares
|
$2.05 Million
0.26% of portfolio
|
Q1 2025
Added 436.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,187
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 44.34%
|