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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
76,119
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
70,111
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2025
Added 463.96%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
68,490
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2025
Added 297.87%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
67,399
shares
|
$2.94 Million
0.1% of portfolio
|
Q4 2025
Added 9.69%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
67,236
shares
|
$2.94 Million
0.76% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
66,954
shares
|
$2.93 Million
1.64% of portfolio
|
Q4 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
66,590
shares
|
$2.91 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
59,650
shares
|
$2.61 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,531
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
53,900
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.42%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
52,094
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
51,965
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
51,962
shares
|
$2.27 Million
1.37% of portfolio
|
Q4 2025
Added 20.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
51,540
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 119.32%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
48,237
shares
|
$2.11 Million
0.41% of portfolio
|
Q4 2025
Added 84.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
45,177
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
41,882
shares
|
$1.83 Million
1.18% of portfolio
|
Q4 2025
Added 78.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
39,100
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 190.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
37,364
shares
|
$1.63 Million
0.51% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
37,306
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2025
Added 18.94%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
37,088
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
35,259
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 45.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
34,230
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
32,448
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,415
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 23.72%
|
|