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 170 institutions that hold shares in the stock, with a total of 73.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Aug 14, 2025 Q2 2025 |
476,794
shares
|
$19.3 Million
0.1% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
465,400
shares
|
$18.8 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
428,069
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
405,707
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 18257.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
396,394
shares
|
$16 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
396,117
shares
|
$16 Million
1.09% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$15.7 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
385,950
shares
|
$15.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
360,157
shares
|
$14.6 Million
0.89% of portfolio
|
Q2 2025
Added 130.74%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
341,241
shares
|
$13.8 Million
10.43% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
333,961
shares
|
$13.5 Million
4.92% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
321,055
shares
|
$13 Million
0.31% of portfolio
|
Q2 2025
Added 211.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
315,303
shares
|
$12.8 Million
0.04% of portfolio
|
Q2 2025
Added 1525.44%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
289,306
shares
|
$11.7 Million
3.69% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
282,838
shares
|
$11.4 Million
3.78% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
280,726
shares
|
$11.4 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
280,067
shares
|
$11.3 Million
1.52% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
277,002
shares
|
$11.2 Million
1.68% of portfolio
|
Q2 2025
Added 47.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
274,544
shares
|
$11.1 Million
0.09% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
270,420
shares
|
$10.9 Million
5.36% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
266,003
shares
|
$10.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
238,845
shares
|
$9.67 Million
0.12% of portfolio
|
Q2 2025
Added 71.63%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
209,171
shares
|
$8.47 Million
4.37% of portfolio
|
Q2 2025
Added 53.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
187,934
shares
|
$7.61 Million
0.07% of portfolio
|
Q2 2025
Added 6.72%
|