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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
40,682
shares
|
$1.56 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
36,046
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
34,944
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
33,399
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
31,489
shares
|
$1.21 Million
0.12% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
30,586
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
27,605
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,430
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,282
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
24,800
shares
|
$951,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
23,131
shares
|
$887,536
0.04% of portfolio
|
Q1 2025
Reduced 43.32%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
22,856
shares
|
$876,984
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Cox Capital Mgt LLC
|
Apr 09, 2025 Q1 2025 |
22,779
shares
|
$874,030
0.65% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
21,674
shares
|
$831,631
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
21,588
shares
|
$828,331
0.03% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
21,001
shares
|
$805,808
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
20,700
shares
|
$794,259
0.01% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,398
shares
|
$744,301
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
17,479
shares
|
$670,669
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
17,254
shares
|
$662,035
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
16,996
shares
|
$652,136
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
15,815
shares
|
$606,821
0.39% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
14,333
shares
|
$549,957
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
14,285
shares
|
$548,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
12,600
shares
|
$483,461
0.0% of portfolio
|
Q1 2025
New holding
|