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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,571
shares
|
$482,349
0.01% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,467
shares
|
$478,358
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,432
shares
|
$477,015
0.0% of portfolio
|
Q1 2025
Added 4277.46%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,302
shares
|
$472,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,207
shares
|
$468,382
0.01% of portfolio
|
Q1 2025
Added 88.5%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
12,070
shares
|
$463,125
0.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
11,824
shares
|
$453,686
0.19% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,731
shares
|
$450,118
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
11,267
shares
|
$432,314
0.03% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,661
shares
|
$409,062
0.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,004
shares
|
$383,853
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
9,504
shares
|
$364,668
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,408
shares
|
$360,984
0.18% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,343
shares
|
$358,490
0.04% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
9,299
shares
|
$356,802
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
8,927
shares
|
$342,528
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,588
shares
|
$329,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
8,563
shares
|
$328,562
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,932
shares
|
$304,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,790
shares
|
$298,902
0.02% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
7,489
shares
|
$287,352
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,461
shares
|
$286,278
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,232
shares
|
$277,491
0.12% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,839
shares
|
$262,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,666
shares
|
$255,774
0.0% of portfolio
|
Q1 2025
Added 16.72%
|