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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$49.43 +0.44 (+0.90%)
As of 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)
238
Total
Institutional Inflows
(last 12 months)
$2.61B
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$90.81M
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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
5/5/2026D.A. Davidson & CO.70,855$3.29M0.0%+3.7%0.035%
5/5/2026Marks Group Wealth Management Inc349,180$16.20M1.6%+1,509.5%0.172%
5/5/2026Bank of New York Mellon Corp154,299$7.16M0.0%+40.0%0.076%
5/5/2026Geneos Wealth Management Inc.850,637$39.47M0.9%+2.9%0.418%
5/5/2026Sanctuary Advisors LLC1,183,884$54.93M0.3%+19.0%0.582%
5/5/2026 Sigma Planning Corp116,764$5.42M0.2%+50.9%0.057%
5/4/2026 Bleakley Financial Group LLC1,029,520$47.77M0.7%+32.2%0.506%
5/2/2026 International Assets Investment Management LLC1,950$91K0.0%+44.4%0.001%
5/2/2026 Diversify Wealth Management LLC183,588$8.91M0.2%N/A0.090%
5/2/2026 Valmark Advisers Inc.288,428$13.38M0.2%+173.5%0.142%
5/1/2026 Castle Wealth Management LLC222,590$10.33M3.3%+3.6%0.109%
5/1/2026 Fifth Third Bancorp26,064$1.21M0.0%+4,070.2%0.013%
5/1/2026 Sovran Advisors LLC133,080$6.58M0.5%+2.8%0.065%
5/1/2026 Simplicity Wealth LLC14,818$688K0.0%N/A0.007%
4/30/2026 Robinson Smith Wealth Advisors LLC188,877$8.76M5.9%+251.8%0.094%
4/30/2026 ATX Financial Planning LLC85,608$3.97M3.0%+226.4%0.042%
4/30/2026 Kestra Advisory Services LLC1,307,934$60.69M0.2%+37.0%0.648%
4/29/2026 Integrated Advisors Network LLC226,160$10.49M0.6%-2.2%0.112%
4/28/2026 Stephens Inc. AR93,276$4.33M0.1%+6.5%0.047%
4/28/2026 Revisor Wealth Management LLC6,939$322K0.1%-5.0%0.003%
4/27/2026 Baer Investment Advisory LLC58,436$2.71M0.3%N/A0.029%
4/27/2026 World Investment Advisors52,277$2.43M0.0%+163.9%0.026%
4/27/2026 USAdvisors Wealth Management LLC97,496$4.43M1.5%+2.2%0.049%
4/27/2026 Private Advisor Group LLC39,644$1.84M0.0%+265.0%0.020%
4/27/2026 Trademark Financial Management LLC244,265$11.33M5.6%+22.4%0.122%
4/25/2026 Patten Group Inc.53,907$2.50M0.4%+11.8%0.027%
4/25/2026 Able Wealth Management LLC352,075$16.34M4.4%+31.0%0.176%
4/24/2026 Midwest Capital Advisors LLC164,664$7.64M3.6%+27.5%0.083%
4/24/2026 Essex Financial Services Inc.141,768$6.58M0.4%+22.2%0.071%
4/24/2026 Barnes Pettey Financial Advisors LLC12,158$564K0.2%N/A0.006%
4/23/2026 Manchester Financial Inc.11,800$548K0.1%+12.6%0.006%
4/23/2026 Foundry Financial Group Inc.166,953$7.75M3.8%+1.4%0.084%
4/23/2026 Mayflower Financial Advisors LLC17,730$823K0.1%N/A0.009%
4/23/2026 Next Level Private LLC5,983$278K0.1%+4.4%0.003%
4/23/2026 Continuum Advisory LLC40,876$1.90M0.2%+196.4%0.020%
4/23/2026 Vicus Capital9,789$454K0.0%+61.4%0.005%
4/22/2026 Patriot Financial Group Insurance Agency LLC243,866$11.32M0.6%+87.2%0.122%
4/22/2026 Midwest Financial Group LLC154,629$7.18M3.1%+2.9%0.077%
4/22/2026 Fort Washington Investment Advisors Inc. OH238,567$11.07M0.1%N/A0.121%
4/22/2026 Mayfair Advisory Group LLC16,081$746K0.3%+38.7%0.008%
4/21/2026 Towneley Capital Management Inc DE432,937$20.09M4.2%+0.9%0.220%
4/21/2026 First United Bank & Trust25,795$1.20M0.4%N/A0.013%
4/21/2026 Silver Oak Securities Incorporated404,335$18.76M1.4%+1.7%0.206%
4/20/2026 Kestra Private Wealth Services LLC294,122$13.65M0.2%+74.1%0.150%
4/20/2026 Breakwater Capital Group39,163$1.82M0.2%+22.8%0.020%
4/20/2026 Blue Trust Inc.588$27K0.0%N/A0.000%
4/20/2026 RFG Advisory LLC880,823$40.87M0.8%+16.0%0.448%
4/18/2026 Faithward Advisors LLC74,254$3.58M0.5%+9.6%0.038%
4/18/2026 CENTRAL TRUST Co302,609$14.04M0.3%-2.4%0.155%
4/18/2026 Richards Merrill & Peterson Inc.11,260$522K0.2%+59.2%0.006%
4/17/2026 Provident Wealth Management LLC50,187$2.33M0.7%-5.7%0.026%
4/17/2026 Stonebridge Financial Group LLC MO80,178$3.72M3.1%+28.9%0.041%
4/17/2026 Athena Wealth Management LLC75,471$3.50M2.9%-1.4%0.039%
4/17/2026 AdvisorNet Financial Inc564,219$26.18M1.4%+6.8%0.288%
4/17/2026 Brookstone Capital Management279,343$12.96M0.1%N/A0.143%
4/16/2026 Allegheny Financial Group2,281,875$105.88M14.3%+15.1%1.167%
4/16/2026 IVC Wealth Advisors LLC321,032$14.90M6.5%+3.0%0.164%
4/16/2026 Baron Wealth Management LLC5,212$242K0.1%N/A0.003%
3/17/2026Rockefeller Capital Management L.P.551,609$25.14M0.0%+509.8%0.336%
3/13/2026 World Investment Advisors19,809$903K0.0%+26.8%0.012%
3/10/2026Advisortrust Partners LLC8,600$392K0.2%N/A0.005%
3/9/2026Corient Private Wealth LLC1,100,388$50.15M0.1%+76.6%0.670%
2/23/2026Drake & Associates LLC795,851$36.27M7.2%+9.9%0.485%
2/23/2026Sonoma Allocations LLC5,122$244K0.1%N/A0.003%
2/19/2026 ATX Financial Planning LLC26,230$1.20M0.9%N/A0.016%
2/19/2026 Axxcess Wealth Management LLC31,604$1.44M0.0%+80.5%0.019%
2/19/2026Corient Private Wealth LLC1,100,083$50.13M0.0%+76.6%0.670%
2/18/2026Wealthspire Retirement LLC14,606$666K0.0%N/A0.009%
2/18/2026Beacon Pointe Advisors LLC53,047$2.42M0.0%+376.7%0.032%
2/18/2026NewEdge Advisors LLC4,903$223K0.0%N/A0.003%
2/18/2026Prostatis Group LLC115,733$5.27M1.3%+32.7%0.071%
2/17/2026 Integrated Advisors Network LLC231,271$10.54M0.5%+47.5%0.141%
2/17/2026AQR Capital Management LLC20,449$932K0.0%+201.8%0.012%
2/17/2026Cetera Investment Advisers6,853,915$312.33M0.3%+27.6%4.176%
2/17/2026Osaic Holdings Inc.97,467$4.44M0.0%+377.8%0.059%
2/17/2026Tower Research Capital LLC TRC 21,657$987K0.0%+3,859.2%0.013%
2/17/2026Russell Investments Group Ltd.2,070$94K0.0%+3,134.4%0.001%
2/17/2026&PARTNERS92,766$4.27M0.0%+21.9%0.057%
2/17/2026Royal Bank of Canada157,259$7.17M0.0%+66.7%0.096%
2/17/2026 Faithward Advisors LLC67,724$3.09M0.5%N/A0.041%
2/16/2026 MML Investors Services LLC631,725$28.79M0.1%+35.8%0.385%
2/16/2026Integrity Financial Corp WA10,220$466K0.2%N/A0.006%
2/16/2026Clarity Asset Management Inc.2,121$97K0.1%N/A0.001%
2/13/2026Arete Wealth Advisors LLC618,805$28.20M1.7%+3.2%0.377%
2/13/2026 Kestra Advisory Services LLC954,400$43.49M0.2%+51.2%0.581%
2/13/2026Parkside Financial Bank & Trust1,136$52K0.0%N/A0.001%
2/13/2026Visionary Wealth Advisors194,124$8.85M0.4%+61.4%0.118%
2/13/2026Stifel Financial Corp2,158,392$98.36M0.1%+1.5%1.315%
2/13/2026Smartleaf Asset Management LLC272,943$12.53M0.5%+42.0%0.166%
2/13/2026Greenline Wealth Management LLC19,733$899K0.9%N/A0.012%
2/13/2026Morgan Stanley9,566,730$435.96M0.0%+24.9%5.829%
2/13/2026Haverford Trust Co310,102$14.13M0.1%+25.4%0.189%
2/13/2026New England Private Wealth Advisors LLC137,765$6.28M0.7%+10.7%0.084%
2/13/2026Wells Fargo & Company MN1,530,877$69.76M0.0%+82.0%0.933%
2/13/2026 Wealthspire Advisors LLC830,187$37.83M0.3%+152.6%0.506%
2/12/2026Elevation Wealth Management LLC8,256$376K0.4%N/A0.005%
2/12/2026Insigneo Advisory Services LLC19,877$906K0.1%N/A0.012%
2/12/2026 Retirement Management Systems Inc.291,909$13.30M3.4%N/A0.178%
2/12/2026 Commonwealth Equity Services LLC5,124,640$233.53M0.3%+4.8%3.122%
2/12/2026StoneX Group Inc.39,556$1.80M0.1%+6.7%0.024%


PVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVAL shares?

During the previous two years, 264 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 ($530.67M), Morgan Stanley ($435.96M), Cetera Investment Advisers ($312.33M), Cullen Frost Bankers Inc. ($312.29M), Glenmede Investment Management LP ($247.22M), Commonwealth Equity Services LLC ($233.53M), and UBS Group AG ($229.56M).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 260 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: Cullen Frost Bankers Inc. ($6.85M), Bank of America Corp DE ($5.50M), Commonwealth Equity Services LLC ($4.90M), Cetera Investment Advisers ($4.42M), Envestnet Asset Management Inc. ($3.65M), Northwestern Mutual Wealth Management Co. ($3.23M), and CWM LLC ($3.18M).

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

Institutional investors have bought a total of 61,138,934 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 49 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: Capital Analysts LLC ($612.78K), Two Sigma Investments LP ($411.50K), Truist Financial Corp ($406.18K), Wealthspire Advisors LLC ($105.75K), Wealth Enhancement Advisory Services LLC ($84.49K), D.A. Davidson & CO. ($70.22K), and Cannon Wealth Management Services LLC ($48.79K).

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

Institutional investors have sold a total of 2,111,863 shares in the last 24 months. This volume of shares sold represents approximately $90.81M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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