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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
96,956
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
94,388
shares
|
$3.99 Million
0.61% of portfolio
|
Q2 2025
Added 69.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
94,186
shares
|
$3.98 Million
0.06% of portfolio
|
Q2 2025
Added 43.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
93,453
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 80.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
92,151
shares
|
$3.89 Million
0.09% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
90,903
shares
|
$3.84 Million
0.42% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
83,173
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
81,239
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
80,041
shares
|
$3.38 Million
0.1% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
77,572
shares
|
$3.28 Million
0.31% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
76,956
shares
|
$3.25 Million
0.22% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
76,723
shares
|
$3.24 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
68,490
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2025
Added 297.87%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
68,380
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Added 216.75%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
64,930
shares
|
$2.74 Million
0.73% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,600
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
61,444
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
59,650
shares
|
$2.52 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
56,314
shares
|
$2.38 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
55,642
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
54,060
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
51,965
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,950
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
47,239
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 90.48%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
43,036
shares
|
$1.82 Million
1.08% of portfolio
|
Q3 2025
Added 10.44%
|