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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,546
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
31,639
shares
|
$1.28 Million
0.23% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
31,448
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 399.17%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
29,865
shares
|
$1.21 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
29,353
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
27,199
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
26,200
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,292
shares
|
$983,340
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,500
shares
|
$951,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
22,079
shares
|
$893,757
0.63% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
20,421
shares
|
$826,642
0.51% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
20,082
shares
|
$812,919
0.18% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
19,144
shares
|
$774,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,945
shares
|
$766,893
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
17,529
shares
|
$709,573
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
17,513
shares
|
$708,926
0.03% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
17,214
shares
|
$696,822
0.01% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
16,874
shares
|
$683,059
0.06% of portfolio
|
Q2 2025
Added 80.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
16,828
shares
|
$681,197
0.02% of portfolio
|
Q2 2025
Added 37.86%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
15,815
shares
|
$640,191
0.39% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
14,333
shares
|
$580,199
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,475
shares
|
$545,468
0.0% of portfolio
|
Q2 2025
Added 102.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,609
shares
|
$510,412
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,602
shares
|
$510,128
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
12,573
shares
|
$508,955
0.09% of portfolio
|
Q2 2025
Added 67.89%
|