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 205 institutions that hold shares in the stock, with a total of 97.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,127
shares
|
$486,138
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
11,032
shares
|
$481,988
0.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
10,983
shares
|
$479,847
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
10,779
shares
|
$470,934
0.02% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,659
shares
|
$465,691
0.03% of portfolio
|
Q3 2025
Added 255.06%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
10,382
shares
|
$453,589
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,327
shares
|
$451,186
0.06% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,294
shares
|
$449,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,703
shares
|
$423,924
0.0% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,380
shares
|
$409,812
0.0% of portfolio
|
Q3 2025
Added 51.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
9,222
shares
|
$402,909
0.02% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
8,927
shares
|
$390,020
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,721
shares
|
$381,020
0.0% of portfolio
|
Q3 2025
Reduced 53.97%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
8,610
shares
|
$376,170
0.03% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,592
shares
|
$375,384
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,563
shares
|
$374,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
7,720
shares
|
$337,286
0.0% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,719
shares
|
$337,243
0.0% of portfolio
|
Q3 2025
Added 51.74%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,719
shares
|
$337,243
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,642
shares
|
$333,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,776
shares
|
$296,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,693
shares
|
$292,417
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,635
shares
|
$289,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,555
shares
|
$286,387
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
6,419
shares
|
$280,446
0.17% of portfolio
|
Q3 2025
Reduced 26.85%
|
|