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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
90,903
shares
|
$3.68 Million
0.42% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
81,239
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
80,041
shares
|
$3.24 Million
0.1% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
76,956
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
76,723
shares
|
$3.11 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
75,232
shares
|
$3.05 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
68,380
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2025
Added 216.75%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
64,930
shares
|
$2.63 Million
0.73% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,600
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
60,600
shares
|
$2.45 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
59,144
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2025
Added 8999.08%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
56,314
shares
|
$2.28 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
56,262
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
55,642
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
51,243
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Added 258.72%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,950
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
49,950
shares
|
$2.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
47,239
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 90.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
45,458
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
42,307
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,187
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 44.34%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
38,969
shares
|
$1.58 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
38,921
shares
|
$1.58 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
37,523
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
35,967
shares
|
$1.46 Million
0.13% of portfolio
|
Q2 2025
Added 14.22%
|