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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
31,898
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2025
Added 190.43%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
31,612
shares
|
$1.38 Million
2.21% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
29,874
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
28,502
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2025
Added 126.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
27,959
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,742
shares
|
$993,597
0.01% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
22,721
shares
|
$992,680
0.68% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
22,682
shares
|
$990,976
0.34% of portfolio
|
Q3 2025
Added 198.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,585
shares
|
$986,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
22,240
shares
|
$971,665
0.67% of portfolio
|
Q4 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
21,057
shares
|
$919,980
0.07% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,400
shares
|
$891,276
0.0% of portfolio
|
Q3 2025
Added 559.77%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
18,921
shares
|
$826,658
0.45% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
18,471
shares
|
$806,997
0.05% of portfolio
|
Q4 2025
Added 8.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
17,511
shares
|
$765,055
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
17,199
shares
|
$751,424
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
16,561
shares
|
$723,550
0.04% of portfolio
|
Q4 2025
Reduced 9.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
16,039
shares
|
$700,743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
15,658
shares
|
$684,098
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
15,620
shares
|
$682,437
0.01% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
15,153
shares
|
$662,034
0.5% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
15,150
shares
|
$661,903
0.36% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
14,632
shares
|
$639,272
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
14,161
shares
|
$618,694
0.01% of portfolio
|
Q3 2025
Added 32.83%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,073
shares
|
$614,849
0.02% of portfolio
|
Q3 2025
Reduced 1.81%
|
|