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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$42.37 -0.37 (-0.87%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$72.77M
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Skip Chart & View Institutional Buying and Selling Data

PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Sowa Financial Group Inc.548,273$23.42M13.1%+5.5%0.502%
10/9/2025IVC Wealth Advisors LLC307,662$13.14M5.9%+13.8%0.282%
10/9/2025U.S. Capital Wealth Advisors LLC54,060$2.31M0.1%N/A0.050%
10/9/2025Redhawk Wealth Advisors Inc.282,906$12.09M1.4%+1.0%0.259%
10/9/2025Dynamic Advisor Solutions LLC31,365$1.34M0.0%+6.9%0.029%
10/9/2025Embree Financial Group337,583$14.42M1.9%+21.9%0.309%
10/8/2025Patriot Financial Group Insurance Agency LLC137,703$5.88M0.8%+175.7%0.128%
10/8/2025Cox Capital Mgt LLC22,828$975K0.6%+3.4%0.021%
10/7/2025 Cooper Financial Group412,099$17.61M1.9%N/A0.382%
9/26/2025Corient Private Wealth LLC521,618$20.99M0.0%+534.5%0.565%
8/27/2025Barnes Wealth Management Group Inc15,117$608K0.4%-4.4%0.016%
8/26/2025Thrivent Financial for Lutherans396,394$15.95M0.0%N/A0.430%
8/18/2025Geneos Wealth Management Inc.716,366$28.82M0.7%+394.4%0.776%
8/15/2025Corient Private Wealth LLC530,066$21.33M0.0%+544.8%0.574%
8/15/2025MML Investors Services LLC315,303$12.69M0.0%+1,525.4%0.342%
8/15/2025Modern Wealth Management LLC626,946$25.22M0.6%+22.6%0.679%
8/15/2025Benjamin Edwards Inc.26,200$1.05M0.0%+26.6%0.028%
8/15/2025Bank of America Corp DE10,182,895$409.66M0.0%+19.6%11.035%
8/14/2025Jane Street Group LLC81,239$3.27M0.0%+30.0%0.088%
8/14/2025Raymond James Financial Inc.13,475$542K0.0%+102.1%0.015%
8/14/2025Keystone Financial Services LLC341,241$13.73M10.4%+4.8%0.370%
8/14/2025Qube Research & Technologies Ltd55,642$2.24M0.0%N/A0.060%
8/13/2025Per Stirling Capital Management LLC.130,886$5.27M0.7%+3.2%0.142%
8/13/2025StoneX Group Inc.37,523$1.51M0.1%+4.1%0.041%
8/13/2025Brown Advisory Inc.12,602$507K0.0%+2.4%0.014%
8/13/2025Baird Financial Group Inc.385,950$15.53M0.0%N/A0.418%
8/13/2025CW Advisors LLC9,703$390K0.0%-22.2%0.011%
8/13/2025M&T Bank Corp96,956$3.90M0.0%N/A0.105%
8/13/2025Smith Moore & CO.6,606$266K0.0%N/A0.007%
8/13/2025Trustmark Bank Trust Department31,448$1.27M0.1%+399.2%0.034%
8/13/2025Northwestern Mutual Wealth Management Co.3,565,904$143.46M0.1%+106.8%3.864%
8/13/2025Mayfair Advisory Group LLC5,691$230K0.1%N/A0.006%
8/13/2025Elevation Point Wealth Partners LLC751,791$30.25M2.4%N/A0.815%
8/12/2025J.W. Cole Advisors Inc.109,061$4.39M0.1%+32.5%0.118%
8/12/2025XTX Topco Ltd5,702$229K0.0%N/A0.006%
8/12/2025Steward Partners Investment Advisory LLC274,544$11.05M0.1%+23.8%0.298%
8/12/2025Cozad Asset Management Inc.16,874$679K0.1%+80.6%0.018%
8/12/2025Franklin Resources Inc.2,337$94K0.0%N/A0.003%
8/12/2025MAI Capital Management94,605$3.81M0.0%+124.3%0.103%
8/12/2025JPMorgan Chase & Co.27,867$1.12M0.0%+124.2%0.030%
8/11/2025Wealthspire Advisors LLC266,003$10.70M0.1%-28.4%0.296%
8/11/2025Rockbridge Investment Management LCC5,253$211K0.0%N/A0.006%
8/11/2025Rothschild Investment LLC1,675$67K0.0%N/A0.002%
8/8/2025Rockefeller Capital Management L.P.47,239$1.90M0.0%+90.5%0.053%
8/8/2025Horizon Family Wealth Inc.76,723$3.09M1.9%N/A0.086%
8/8/2025Avantax Advisory Services Inc.483,665$19.46M0.1%+114.9%0.539%
8/8/2025Cetera Investment Advisers3,552,531$142.92M0.2%+27.1%3.959%
8/8/2025PNC Financial Services Group Inc.152,995$6.16M0.0%+10.4%0.171%
8/7/2025New England Private Wealth Advisors LLC147,290$6.01M0.9%+3.4%0.164%
8/7/2025Weil Company Inc.289,306$11.64M3.1%N/A0.322%
8/7/2025CENTRAL TRUST Co321,055$12.92M0.3%+211.9%0.358%
8/7/2025Rollins Financial Advisors LLC94,388$3.80M0.6%+69.2%0.105%
8/6/2025Commonwealth Equity Services LLC4,356,644$175.27M0.2%+16.1%4.855%
8/6/2025Able Wealth Management LLC167,451$6.74M3.4%+37.7%0.187%
8/5/2025Elyxium Wealth LLC7,594$306K0.1%N/A0.008%
8/5/2025Sigma Planning Corp80,041$3.22M0.1%+12.3%0.089%
8/5/2025Aurdan Capital Management LLC56,314$2.27M0.8%N/A0.063%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,772$353K0.0%-12.3%0.010%
8/4/2025Hicks Capital Management LLC29,865$1.20M1.9%N/A0.033%
8/4/2025Amplius Wealth Advisors LLC1,955,562$78.67M7.3%+3.8%2.179%
8/4/2025Coign Capital Advisors LLC184,622$7.43M5.0%+19.2%0.206%
8/4/2025Atria Investments Inc238,845$9.61M0.1%+71.6%0.266%
8/4/2025Spire Wealth Management59,144$2.38M0.1%+8,999.1%0.066%
8/4/2025World Investment Advisors16,828$677K0.0%+37.9%0.019%
8/1/2025Motco75,232$3.05M0.3%N/A0.084%
8/1/2025GGM Financials LLC79,003$3.18M0.6%+33.4%0.088%
8/1/2025Envestnet Asset Management Inc.1,069,397$43.02M0.0%+2.4%1.192%
7/31/2025Trademark Financial Management LLC27,199$1.09M0.7%+19.0%0.030%
7/30/2025Castle Wealth Management LLC209,171$8.42M3.1%+54.0%0.233%
7/30/2025Principle Wealth Partners LLC10,615$427K0.0%-5.8%0.012%
7/30/2025Prosperity Financial Group Inc.162,510$6.54M2.8%+8.2%0.181%
7/30/2025Patten Group Inc.20,082$808K0.2%+18.2%0.022%
7/30/2025Cullen Frost Bankers Inc.2,482,578$99.87M1.3%N/A2.767%
7/29/2025Sowa Financial Group Inc.519,537$20.90M13.1%+5.8%0.579%
7/29/2025Stephens Inc. AR17,214$693K0.0%+42.6%0.019%
7/28/2025Nvest Financial LLC8,775$353K0.2%-7.7%0.010%
7/28/2025Harbour Investments Inc.107,854$4.34M0.1%+39.0%0.120%
7/28/2025JGP Wealth Management LLC5,675$228K0.0%N/A0.006%
7/28/2025RFG Advisory LLC280,726$11.29M0.3%N/A0.313%
7/25/2025Northwest Capital Management Inc10,931$440K0.2%+309.2%0.012%
7/25/2025Verdence Capital Advisors LLC12,197$491K0.0%+56.6%0.014%
7/25/2025Atria Wealth Solutions Inc.92,151$3.71M0.1%+1.8%0.103%
7/25/2025MGO One Seven LLC45,458$1.83M0.1%+36.1%0.051%
7/25/2025Midwest Capital Advisors LLC104,984$4.22M2.2%+16.7%0.117%
7/25/2025CWM LLC2,601,082$104.64M0.4%+40.5%2.899%
7/23/2025Valmark Advisers Inc.19,144$770K0.0%N/A0.022%
7/23/2025WESPAC Advisors LLC8,250$332K0.2%+10.6%0.009%
7/23/2025Sax Wealth Advisors LLC360,157$14.49M0.9%+130.7%0.407%
7/23/2025SteelPeak Wealth LLC17,513$705K0.0%-24.3%0.020%
7/22/2025Belpointe Asset Management LLC24,292$977K0.0%-11.4%0.027%
7/22/2025IVC Wealth Advisors LLC270,420$10.88M5.3%+48.1%0.305%
7/22/2025Wealthcare Advisory Partners LLC33,546$1.35M0.0%-4.0%0.038%
7/22/2025BridgePort Financial Solutions LLC282,838$11.38M3.8%+42.5%0.319%
7/21/2025Ameritas Advisory Services LLC3,002$121K0.0%N/A0.003%
7/21/2025Patriot Financial Group Insurance Agency LLC49,950$2.01M0.2%-7.2%0.056%
7/18/2025Foundry Financial Group Inc.159,013$6.40M3.6%+3.0%0.178%
7/18/2025Provident Wealth Management LLC60,600$2.44M0.8%-8.2%0.068%
7/18/2025Truist Financial Corp93,453$3.76M0.0%-80.1%0.105%
7/17/2025Janney Montgomery Scott LLC428,069$17.22M0.0%+12.4%0.486%
7/17/2025ERn Financial LLC130,888$5.27M1.1%-26.0%0.149%
(Data available from 1/1/2016 forward)

PVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVAL shares?

During the previous two years, 167 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($409.66M), Commonwealth Equity Services LLC ($175.27M), Northwestern Mutual Wealth Management Co. ($143.46M), Cetera Investment Advisers ($142.92M), CWM LLC ($104.64M), Cullen Frost Bankers Inc. ($99.87M), and Amplius Wealth Advisors LLC ($78.67M).Learn more on Putnam Focused Large Cap Value ETF's institutional investors.

Which institutional investors have been buying Putnam Focused Large Cap Value ETF's stock?

Of the 163 institutional investors that purchased Putnam Focused Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($4.22M), Bank of America Corp DE ($3.26M), Cetera Investment Advisers ($2.94M), CWM LLC ($2.53M), Cullen Frost Bankers Inc. ($2.48M), Northwestern Mutual Wealth Management Co. ($2.19M), and Opal Wealth Advisors LLC ($1.48M).

How much institutional buying is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have bought a total of 35,023,691 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Which of Putnam Focused Large Cap Value ETF's major shareholders have been selling company stock?

Of the 38 institutional investors that sold Putnam Focused Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($376.31K), GGM Financials LLC ($353.41K), Wealth Enhancement Advisory Services LLC ($272.67K), Commonwealth Equity Services LLC ($172.46K), Turtle Creek Wealth Advisors LLC ($124.92K), Wealthspire Advisors LLC ($105.75K), and Provident Wealth Management LLC ($101.11K).

How much institutional selling is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have sold a total of 1,879,081 shares in the last 24 months. This volume of shares sold represents approximately $72.77M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 10/9/2025 by MarketBeat.com Staff
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