Free Trial

Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$41.21 +0.01 (+0.02%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$41.21 0.00 (0.00%)
As of 08/14/2025 06:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$72.78M
Get PVAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Putnam Focused Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/13/2025 Per Stirling Capital Management LLC.130,886$5.27M0.7%+3.2%0.142%
8/13/2025 StoneX Group Inc.37,523$1.51M0.1%+4.1%0.041%
8/13/2025 Brown Advisory Inc.12,602$507K0.0%+2.4%0.014%
8/13/2025 Baird Financial Group Inc.385,950$15.53M0.0%N/A0.418%
8/13/2025 CW Advisors LLC9,703$390K0.0%-22.2%0.011%
8/13/2025 M&T Bank Corp96,956$3.90M0.0%N/A0.105%
8/13/2025 Smith Moore & CO.6,606$266K0.0%N/A0.007%
8/13/2025 Trustmark Bank Trust Department31,448$1.27M0.1%+399.2%0.034%
8/13/2025 Northwestern Mutual Wealth Management Co.3,565,904$143.46M0.1%+106.8%3.864%
8/13/2025 Mayfair Advisory Group LLC5,691$230K0.1%N/A0.006%
8/13/2025 Elevation Point Wealth Partners LLC751,791$30.25M2.4%N/A0.815%
8/12/2025 J.W. Cole Advisors Inc.109,061$4.39M0.1%+32.5%0.118%
8/12/2025 XTX Topco Ltd5,702$229K0.0%N/A0.006%
8/12/2025 Steward Partners Investment Advisory LLC274,544$11.05M0.1%+23.8%0.298%
8/12/2025 Cozad Asset Management Inc.16,874$679K0.1%+80.6%0.018%
8/12/2025 Franklin Resources Inc.2,337$94K0.0%N/A0.003%
8/12/2025 MAI Capital Management94,605$3.81M0.0%+124.3%0.103%
8/12/2025 JPMorgan Chase & Co.27,867$1.12M0.0%+124.2%0.030%
8/11/2025 Wealthspire Advisors LLC266,003$10.70M0.1%-28.4%0.296%
8/11/2025 Rockbridge Investment Management LCC5,253$211K0.0%N/A0.006%
8/11/2025 Rothschild Investment LLC1,675$67K0.0%N/A0.002%
8/8/2025 Rockefeller Capital Management L.P.47,239$1.90M0.0%+90.5%0.053%
8/8/2025 Horizon Family Wealth Inc.76,723$3.09M1.9%N/A0.086%
8/8/2025 Avantax Advisory Services Inc.483,665$19.46M0.1%+114.9%0.539%
8/8/2025 Cetera Investment Advisers3,552,531$142.92M0.2%+27.1%3.959%
8/8/2025 PNC Financial Services Group Inc.152,995$6.16M0.0%+10.4%0.171%
8/7/2025 New England Private Wealth Advisors LLC147,290$6.01M0.9%+3.4%0.164%
8/7/2025 Weil Company Inc.289,306$11.64M3.1%N/A0.322%
8/7/2025 CENTRAL TRUST Co321,055$12.92M0.3%+211.9%0.358%
8/7/2025 Rollins Financial Advisors LLC94,388$3.80M0.6%+69.2%0.105%
8/6/2025 Commonwealth Equity Services LLC4,356,644$175.27M0.2%+16.1%4.855%
8/6/2025 Able Wealth Management LLC167,451$6.74M3.4%+37.7%0.187%
8/5/2025 Elyxium Wealth LLC7,594$306K0.1%N/A0.008%
8/5/2025 Sigma Planning Corp80,041$3.22M0.1%+12.3%0.089%
8/5/2025 Aurdan Capital Management LLC56,314$2.27M0.8%N/A0.063%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,772$353K0.0%-12.3%0.010%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
8/4/2025 Hicks Capital Management LLC29,865$1.20M1.9%N/A0.033%
8/4/2025 Amplius Wealth Advisors LLC1,955,562$78.67M7.3%+3.8%2.179%
8/4/2025 Coign Capital Advisors LLC184,622$7.43M5.0%+19.2%0.206%
8/4/2025 Atria Investments Inc238,845$9.61M0.1%+71.6%0.266%
8/4/2025 Spire Wealth Management59,144$2.38M0.1%+8,999.1%0.066%
8/4/2025 World Investment Advisors16,828$677K0.0%+37.9%0.019%
8/1/2025 Motco75,232$3.05M0.3%N/A0.084%
8/1/2025 GGM Financials LLC79,003$3.18M0.6%+33.4%0.088%
8/1/2025 Envestnet Asset Management Inc.1,069,397$43.02M0.0%+2.4%1.192%
7/31/2025 Trademark Financial Management LLC27,199$1.09M0.7%+19.0%0.030%
7/30/2025 Castle Wealth Management LLC209,171$8.42M3.1%+54.0%0.233%
7/30/2025 Principle Wealth Partners LLC10,615$427K0.0%-5.8%0.012%
7/30/2025 Prosperity Financial Group Inc.162,510$6.54M2.8%+8.2%0.181%
7/30/2025 Patten Group Inc.20,082$808K0.2%+18.2%0.022%
7/30/2025 Cullen Frost Bankers Inc.2,482,578$99.87M1.3%N/A2.767%
7/29/2025 Sowa Financial Group Inc.519,537$20.90M13.1%+5.8%0.579%
7/29/2025 Stephens Inc. AR17,214$693K0.0%+42.6%0.019%
7/28/2025 Nvest Financial LLC8,775$353K0.2%-7.7%0.010%
7/28/2025 Harbour Investments Inc.107,854$4.34M0.1%+39.0%0.120%
7/28/2025 JGP Wealth Management LLC5,675$228K0.0%N/A0.006%
7/28/2025 RFG Advisory LLC280,726$11.29M0.3%N/A0.313%
7/25/2025 Northwest Capital Management Inc10,931$440K0.2%+309.2%0.012%
7/25/2025 Verdence Capital Advisors LLC12,197$491K0.0%+56.6%0.014%
7/25/2025 Atria Wealth Solutions Inc.92,151$3.71M0.1%+1.8%0.103%
7/25/2025 MGO One Seven LLC45,458$1.83M0.1%+36.1%0.051%
7/25/2025 Midwest Capital Advisors LLC104,984$4.22M2.2%+16.7%0.117%
7/25/2025 CWM LLC2,601,082$104.64M0.4%+40.5%2.899%
7/23/2025 Valmark Advisers Inc.19,144$770K0.0%N/A0.022%
7/23/2025 WESPAC Advisors LLC8,250$332K0.2%+10.6%0.009%
7/23/2025 Sax Wealth Advisors LLC360,157$14.49M0.9%+130.7%0.407%
7/23/2025 SteelPeak Wealth LLC17,513$705K0.0%-24.3%0.020%
7/22/2025 Belpointe Asset Management LLC24,292$977K0.0%-11.4%0.027%
7/22/2025 IVC Wealth Advisors LLC270,420$10.88M5.3%+48.1%0.305%
7/22/2025 Wealthcare Advisory Partners LLC33,546$1.35M0.0%-4.0%0.038%
7/22/2025 BridgePort Financial Solutions LLC282,838$11.38M3.8%+42.5%0.319%
7/21/2025 Ameritas Advisory Services LLC3,002$121K0.0%N/A0.003%
7/21/2025 Patriot Financial Group Insurance Agency LLC49,950$2.01M0.2%-7.2%0.056%
7/18/2025 Foundry Financial Group Inc.159,013$6.40M3.6%+3.0%0.178%
7/18/2025 Provident Wealth Management LLC60,600$2.44M0.8%-8.2%0.068%
7/18/2025 Truist Financial Corp93,453$3.76M0.0%-80.1%0.105%
7/17/2025 Janney Montgomery Scott LLC428,069$17.22M0.0%+12.4%0.486%
7/17/2025 ERn Financial LLC130,888$5.27M1.1%-26.0%0.149%
7/17/2025 Clear Point Advisors Inc.12,103$487K0.4%N/A0.014%
7/17/2025 Tempus Wealth Planning LLC64,930$2.61M0.7%-40.7%0.074%
7/16/2025 Embree Financial Group277,002$11.14M1.7%+47.6%0.315%
7/16/2025 Cox Capital Mgt LLC22,079$888K0.6%-3.1%0.025%
7/16/2025 Kingsman Wealth Management Inc.20,421$822K0.5%-2.8%0.023%
7/16/2025 Essex Financial Services Inc.76,956$3.10M0.2%+22.2%0.087%
7/15/2025 StoneCrest Wealth Management Inc.182,199$7.33M3.5%+1.7%0.207%
7/14/2025 Opal Wealth Advisors LLC1,482,253$59.63M16.5%+3.7%1.691%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
7/14/2025 AdvisorNet Financial Inc396,117$15.94M1.0%+7.6%0.452%
7/14/2025 Sentinel Pension Advisors LLC31,639$1.27M0.2%+3.4%0.036%
7/11/2025 Farther Finance Advisors LLC5,087$205K0.0%-40.8%0.006%
7/11/2025 Silver Oak Securities Incorporated35,967$1.45M0.1%+14.2%0.041%
7/11/2025 SeaCrest Wealth Management LLC90,903$3.66M0.4%+19.1%0.104%
7/10/2025 Redhawk Wealth Advisors Inc.280,067$11.27M1.4%+4.9%0.322%
7/10/2025 Baker Tilly Wealth Management LLC333,961$13.44M4.8%+17.5%0.384%
7/10/2025 Wealth Enhancement Advisory Services LLC1,000,662$41.10M0.1%-7.4%1.149%
7/10/2025 Sovran Advisors LLC106,524$4.32M0.5%-16.1%0.122%
7/9/2025 Brand Asset Management Group Inc.5,668$228K0.1%-52.1%0.007%
(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, 164 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 ($213.12M), 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 160 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), Cetera Investment Advisers ($2.94M), CWM LLC ($2.53M), Cullen Frost Bankers Inc. ($2.48M), Northwestern Mutual Wealth Management Co. ($2.19M), Bank of America Corp DE ($1.59M), 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 32,702,190 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 37 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 1,879,287 shares in the last 24 months. This volume of shares sold represents approximately $72.78M in transactions.



This page (NYSEARCA:PVAL) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners