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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
126,342
shares
|
$5.52 Million
0.48% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
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%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
121,060
shares
|
$5.29 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
106,240
shares
|
$4.64 Million
0.51% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
65,336
shares
|
$2.85 Million
0.72% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
61,444
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2025
Added 3.89%
|
|