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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
13,079
shares
|
$571,421
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
12,618
shares
|
$551,280
0.38% of portfolio
|
Q4 2025
Added 23.54%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,603
shares
|
$550,625
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,786
shares
|
$514,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
11,591
shares
|
$506,410
0.24% of portfolio
|
Q4 2025
Added 96.76%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,570
shares
|
$505,493
0.2% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
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%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
10,852
shares
|
$474,123
0.08% of portfolio
|
Q4 2025
Reduced 20.96%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 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
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
10,143
shares
|
$443,147
0.92% of portfolio
|
Q4 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%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,002
shares
|
$393,297
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
8,927
shares
|
$390,020
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
8,796
shares
|
$384,297
0.03% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
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%
|
|
|
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
|
Jan 22, 2026 Q4 2025 |
8,563
shares
|
$374,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
8,536
shares
|
$372,937
0.0% of portfolio
|
Q4 2025
Added 10.58%
|
|