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 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
184,622
shares
|
$7.47 Million
5.03% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
182,199
shares
|
$7.38 Million
3.49% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
167,451
shares
|
$6.78 Million
3.4% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
162,510
shares
|
$6.58 Million
2.78% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
159,013
shares
|
$6.44 Million
3.64% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
158,511
shares
|
$6.42 Million
5.21% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
152,995
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
147,290
shares
|
$5.96 Million
0.92% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
144,895
shares
|
$5.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
142,468
shares
|
$5.77 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
139,675
shares
|
$5.65 Million
0.26% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
136,530
shares
|
$5.53 Million
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
130,888
shares
|
$5.3 Million
1.15% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
130,886
shares
|
$5.3 Million
0.69% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
126,625
shares
|
$5.13 Million
0.34% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
109,061
shares
|
$4.41 Million
0.1% of portfolio
|
Q2 2025
Added 32.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
107,854
shares
|
$4.37 Million
0.12% of portfolio
|
Q2 2025
Added 39.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
106,524
shares
|
$4.31 Million
0.45% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
104,984
shares
|
$4.25 Million
2.23% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
97,983
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2025
Added 33.36%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
96,956
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
94,388
shares
|
$3.82 Million
0.61% of portfolio
|
Q2 2025
Added 69.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
94,186
shares
|
$3.81 Million
0.06% of portfolio
|
Q2 2025
Added 43.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
93,453
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 80.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
92,151
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2025
Added 1.84%
|