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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
42,307
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,187
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 44.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
40,541
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
38,921
shares
|
$1.64 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
37,523
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,546
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,415
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 23.72%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
31,448
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 399.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
31,365
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
29,865
shares
|
$1.26 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,292
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,500
shares
|
$992,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,490
shares
|
$992,452
0.69% of portfolio
|
Q3 2025
Added 184.73%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
22,828
shares
|
$964,483
0.68% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,742
shares
|
$960,849
0.01% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
20,082
shares
|
$848,464
0.18% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,945
shares
|
$800,426
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
18,921
shares
|
$799,412
0.45% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
18,400
shares
|
$777,400
0.05% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
16,980
shares
|
$717,405
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
16,874
shares
|
$712,926
0.06% of portfolio
|
Q2 2025
Added 80.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
15,620
shares
|
$659,945
0.01% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
15,153
shares
|
$640,214
0.5% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
15,117
shares
|
$638,693
0.36% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
14,632
shares
|
$618,202
0.48% of portfolio
|
Q3 2025
New holding
|