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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
139,276
shares
|
$6.08 Million
1.22% of portfolio
|
Q4 2025
Added 5.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
138,541
shares
|
$6.05 Million
0.04% of portfolio
|
Q3 2025
Added 146.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
137,703
shares
|
$6.02 Million
0.83% of portfolio
|
Q3 2025
Added 175.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
136,826
shares
|
$5.98 Million
0.7% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
130,064
shares
|
$5.68 Million
0.14% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
129,923
shares
|
$5.68 Million
0.84% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
129,464
shares
|
$5.66 Million
0.52% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
124,434
shares
|
$5.44 Million
0.73% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
120,261
shares
|
$5.25 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
119,992
shares
|
$5.24 Million
0.07% of portfolio
|
Q3 2025
Added 27.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
117,725
shares
|
$5.14 Million
0.1% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
110,018
shares
|
$4.81 Million
0.53% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
108,724
shares
|
$4.75 Million
2.24% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
102,207
shares
|
$4.47 Million
2.2% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
99,948
shares
|
$4.37 Million
0.28% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
95,425
shares
|
$4.17 Million
0.25% of portfolio
|
Q3 2025
Reduced 24.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
94,345
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 33.36%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
93,797
shares
|
$4.1 Million
1.02% of portfolio
|
Q4 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
92,151
shares
|
$4.03 Million
0.09% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
91,382
shares
|
$3.99 Million
2.48% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
90,454
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Added 91.48%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
87,240
shares
|
$3.81 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
83,173
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
78,275
shares
|
$3.42 Million
0.09% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
77,572
shares
|
$3.39 Million
0.31% of portfolio
|
Q3 2025
Added 3.11%
|
|