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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
238,845
shares
|
$10.1 Million
0.12% of portfolio
|
Q2 2025
Added 71.63%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
225,379
shares
|
$9.52 Million
3.62% of portfolio
|
Q3 2025
Added 34.59%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
209,171
shares
|
$8.84 Million
4.37% of portfolio
|
Q2 2025
Added 53.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
187,934
shares
|
$7.94 Million
0.07% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
185,774
shares
|
$7.85 Million
3.48% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
184,622
shares
|
$7.8 Million
5.03% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
162,510
shares
|
$6.87 Million
2.78% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
162,411
shares
|
$6.86 Million
3.64% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
158,511
shares
|
$6.7 Million
5.21% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
152,995
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
147,290
shares
|
$6.22 Million
0.92% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
143,929
shares
|
$6.08 Million
3.58% of portfolio
|
Q3 2025
Added 429.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
142,468
shares
|
$6.02 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
139,675
shares
|
$5.9 Million
0.26% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
138,541
shares
|
$5.85 Million
0.04% of portfolio
|
Q3 2025
Added 146.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
137,703
shares
|
$5.82 Million
0.83% of portfolio
|
Q3 2025
Added 175.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
136,530
shares
|
$5.77 Million
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
130,888
shares
|
$5.53 Million
1.15% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
130,886
shares
|
$5.53 Million
0.69% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
126,625
shares
|
$5.35 Million
0.34% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
109,061
shares
|
$4.61 Million
0.1% of portfolio
|
Q2 2025
Added 32.48%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
108,724
shares
|
$4.59 Million
2.24% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
107,854
shares
|
$4.56 Million
0.12% of portfolio
|
Q2 2025
Added 39.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
106,524
shares
|
$4.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
97,983
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2025
Added 33.36%
|