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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
5,668
shares
|
$229,440
0.09% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
5,253
shares
|
$212,641
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,087
shares
|
$205,921
0.0% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,487
shares
|
$141,153
0.0% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,092
shares
|
$125,164
0.0% of portfolio
|
Q1 2025
Added 7261.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,023
shares
|
$122,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,002
shares
|
$121,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,980
shares
|
$120,630
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,337
shares
|
$94,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,675
shares
|
$67,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
802
shares
|
$32,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
546
shares
|
$22,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$18,216
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
277
shares
|
$11,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
259
shares
|
$10,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$8,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
172
shares
|
$6,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
130
shares
|
$5,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
64
shares
|
$2,590
0.0% of portfolio
|
Q2 2025
Reduced 60.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|