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 203 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
622,961
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
599,503
shares
|
$26.2 Million
1.6% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
548,273
shares
|
$24 Million
14.94% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
533,149
shares
|
$23.3 Million
1.24% of portfolio
|
Q3 2025
Added 48.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
490,536
shares
|
$21.4 Million
1.26% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
488,762
shares
|
$21.4 Million
0.05% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
483,665
shares
|
$21.1 Million
0.11% of portfolio
|
Q2 2025
Added 114.93%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
477,775
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2025
Added 411.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
465,137
shares
|
$20.3 Million
0.06% of portfolio
|
Q3 2025
Added 47.52%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
426,103
shares
|
$18.6 Million
3.95% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
412,099
shares
|
$18 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
405,952
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
405,184
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Added 196.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
388,065
shares
|
$17 Million
0.62% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$16.9 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
383,637
shares
|
$16.8 Million
3.82% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
350,124
shares
|
$15.3 Million
10.47% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
346,377
shares
|
$15.1 Million
3.98% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
337,583
shares
|
$14.7 Million
1.93% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
335,752
shares
|
$14.7 Million
4.56% of portfolio
|
Q3 2025
Added 496.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
328,659
shares
|
$14.4 Million
0.07% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
327,471
shares
|
$14.3 Million
4.05% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
320,747
shares
|
$14 Million
0.15% of portfolio
|
Q3 2025
Added 125.14%
|
|
|
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%
|
|