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 161 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,512,992
shares
|
$345 Million
0.03% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,031,882
shares
|
$204 Million
0.01% of portfolio
|
Q1 2025
Added 108.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,465,415
shares
|
$181 Million
0.94% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,356,644
shares
|
$176 Million
0.23% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,822,280
shares
|
$155 Million
0.03% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,565,904
shares
|
$144 Million
0.11% of portfolio
|
Q2 2025
Added 106.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,552,531
shares
|
$144 Million
0.26% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,601,082
shares
|
$105 Million
0.37% of portfolio
|
Q2 2025
Added 40.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,482,578
shares
|
$100 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,041,657
shares
|
$82.6 Million
0.08% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,955,562
shares
|
$79.2 Million
7.99% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,482,253
shares
|
$60 Million
17.14% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,224,431
shares
|
$49.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,069,397
shares
|
$43.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,000,662
shares
|
$40.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
987,572
shares
|
$40 Million
9.38% of portfolio
|
Q2 2025
Added 93.03%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
793,759
shares
|
$32.1 Million
5.75% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
769,846
shares
|
$31.2 Million
0.09% of portfolio
|
Q2 2025
Added 174.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
751,791
shares
|
$30.4 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
537,908
shares
|
$21.8 Million
0.72% of portfolio
|
Q2 2025
Added 114.31%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
519,537
shares
|
$21 Million
14.89% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
511,520
shares
|
$20.7 Million
0.64% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
483,665
shares
|
$19.6 Million
0.11% of portfolio
|
Q2 2025
Added 114.93%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
440,814
shares
|
$17.8 Million
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
428,069
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|