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 216 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
311,832
shares
|
$13.6 Million
6.14% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
308,411
shares
|
$13.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
308,090
shares
|
$13.5 Million
0.08% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
300,184
shares
|
$13.1 Million
1.65% of portfolio
|
Q4 2025
Added 6.11%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
282,169
shares
|
$12.3 Million
6.73% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
254,199
shares
|
$11.1 Million
3.75% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
247,371
shares
|
$10.8 Million
0.1% of portfolio
|
Q3 2025
Added 31.63%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
225,379
shares
|
$9.85 Million
3.62% of portfolio
|
Q3 2025
Added 34.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
215,909
shares
|
$9.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
210,229
shares
|
$9.18 Million
4.19% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
203,474
shares
|
$8.89 Million
3.74% of portfolio
|
Q4 2025
Added 9.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
203,047
shares
|
$8.87 Million
0.01% of portfolio
|
Q3 2025
Added 214.31%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
194,186
shares
|
$8.48 Million
0.03% of portfolio
|
Q3 2025
Added 100.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
192,231
shares
|
$8.4 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
176,821
shares
|
$7.73 Million
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
173,629
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
170,008
shares
|
$7.43 Million
0.25% of portfolio
|
Q4 2025
Added 40.43%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
169,472
shares
|
$7.4 Million
2.65% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
167,421
shares
|
$7.31 Million
0.21% of portfolio
|
Q4 2025
Added 209.69%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
162,411
shares
|
$7.1 Million
3.64% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
161,910
shares
|
$7.07 Million
0.04% of portfolio
|
Q3 2025
Added 283.79%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
160,552
shares
|
$7.01 Million
5.19% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
156,832
shares
|
$6.85 Million
0.29% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 20, 2026 Q4 2025 |
150,304
shares
|
$6.57 Million
3.03% of portfolio
|
Q4 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
143,929
shares
|
$6.29 Million
3.58% of portfolio
|
Q3 2025
Added 429.17%
|
|