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 203 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,422,010
shares
|
$543 Million
0.04% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,660,357
shares
|
$335 Million
0.02% of portfolio
|
Q3 2025
Added 42.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,843,370
shares
|
$255 Million
2.96% of portfolio
|
Q3 2025
Added 135.38%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,787,089
shares
|
$253 Million
1.23% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,369,344
shares
|
$235 Million
0.28% of portfolio
|
Q3 2025
Added 51.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,889,690
shares
|
$214 Million
0.27% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,629,186
shares
|
$202 Million
0.03% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,465,415
shares
|
$195 Million
0.94% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,192,632
shares
|
$183 Million
0.12% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,916,963
shares
|
$171 Million
0.05% of portfolio
|
Q3 2025
Added 266.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,054,488
shares
|
$133 Million
0.39% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,126,866
shares
|
$92.9 Million
0.09% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,006,838
shares
|
$87.7 Million
10.08% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,513,333
shares
|
$66.1 Million
18.65% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,420,552
shares
|
$62.1 Million
13.23% of portfolio
|
Q3 2025
Added 43.84%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,196,507
shares
|
$52.3 Million
1.01% of portfolio
|
Q3 2025
Added 93.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,190,096
shares
|
$52 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,104,104
shares
|
$48.2 Million
0.13% of portfolio
|
Q3 2025
Added 43.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
995,591
shares
|
$43.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
841,350
shares
|
$36.8 Million
0.01% of portfolio
|
Q3 2025
Added 107.38%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
826,482
shares
|
$36.1 Million
5.89% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
821,675
shares
|
$35.9 Million
1.02% of portfolio
|
Q3 2025
Added 52.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
746,322
shares
|
$32.6 Million
0.85% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
723,972
shares
|
$31.6 Million
6.84% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
631,314
shares
|
$27.6 Million
0.13% of portfolio
|
Q3 2025
Added 32.41%
|
|