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 |
|---|---|---|---|---|---|
|
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%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
54,060
shares
|
$2.36 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
43,036
shares
|
$1.88 Million
1.08% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
40,541
shares
|
$1.77 Million
0.14% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
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
|
Nov 07, 2025 Q3 2025 |
37,348
shares
|
$1.63 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
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%
|
|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
31,365
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
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 |
Nov 07, 2025 Q3 2025 |
27,546
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
26,145
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2025
Added 30.19%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,490
shares
|
$1.03 Million
0.69% of portfolio
|
Q3 2025
Added 184.73%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
22,828
shares
|
$997,355
0.68% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,742
shares
|
$993,597
0.01% of portfolio
|
Q3 2025
Added 18.79%
|
|