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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,432
shares
|
$503,247
0.0% of portfolio
|
Q1 2025
Added 4277.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
12,197
shares
|
$493,734
0.03% of portfolio
|
Q2 2025
Added 56.57%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
12,103
shares
|
$489,929
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
11,039
shares
|
$446,858
0.12% of portfolio
|
Q2 2025
Added 92.52%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
10,931
shares
|
$442,486
0.25% of portfolio
|
Q2 2025
Added 309.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,661
shares
|
$431,557
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
10,615
shares
|
$429,695
0.03% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,028
shares
|
$405,933
0.19% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,703
shares
|
$392,777
0.0% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,927
shares
|
$361,364
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
8,775
shares
|
$355,212
0.2% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,772
shares
|
$355,090
0.05% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,563
shares
|
$346,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,250
shares
|
$333,960
0.26% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,720
shares
|
$312,505
0.0% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,594
shares
|
$307,405
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,635
shares
|
$268,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,606
shares
|
$267,410
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,310
shares
|
$255,428
0.0% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,187
shares
|
$250,449
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,934
shares
|
$240,208
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,702
shares
|
$230,816
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,692
shares
|
$230,412
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,691
shares
|
$230,371
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,675
shares
|
$229,723
0.03% of portfolio
|
Q2 2025
New holding
|