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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
13,729
shares
|
$580,050
0.1% of portfolio
|
Q3 2025
Reduced 56.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,475
shares
|
$569,318
0.0% of portfolio
|
Q2 2025
Added 102.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,609
shares
|
$532,730
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,602
shares
|
$532,434
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
12,573
shares
|
$531,209
0.09% of portfolio
|
Q2 2025
Added 67.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,432
shares
|
$525,252
0.0% of portfolio
|
Q1 2025
Added 4277.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
12,197
shares
|
$515,323
0.03% of portfolio
|
Q2 2025
Added 56.57%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
12,103
shares
|
$511,351
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,570
shares
|
$488,832
0.2% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
11,039
shares
|
$466,397
0.12% of portfolio
|
Q2 2025
Added 92.52%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
10,779
shares
|
$455,412
0.02% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,661
shares
|
$450,427
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
10,615
shares
|
$448,483
0.03% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,327
shares
|
$436,315
0.06% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,294
shares
|
$434,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,703
shares
|
$409,951
0.0% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,927
shares
|
$377,165
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
8,775
shares
|
$370,743
0.2% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,563
shares
|
$361,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,720
shares
|
$326,170
0.0% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,719
shares
|
$326,127
0.0% of portfolio
|
Q3 2025
Added 51.74%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,594
shares
|
$320,846
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,635
shares
|
$280,328
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,606
shares
|
$279,103
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,555
shares
|
$276,948
0.01% of portfolio
|
Q3 2025
New holding
|