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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$52.41 +0.36 (+0.69%)
As of 07/24/2026 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)
247
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$67.79M
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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
7/16/2026 Processus Wealth & Capital Management LLC14,486$738K0.2%+7.5%0.006%
7/10/2026 Processus Wealth & Capital Management LLC14,486$738K0.4%+7.5%0.006%
7/10/2026 Redhawk Wealth Advisors Inc.386,316$19.68M1.9%+2.9%0.164%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,400$683K0.1%+36.2%0.006%
7/10/2026 Wealthcare Advisory Partners LLC58,677$2.99M0.1%+92.0%0.025%
7/9/2026 First Bank & Trust9,737$496K0.1%N/A0.004%
7/9/2026 Key Client Fiduciary Advisors LLC247,817$12.63M3.6%+19.6%0.105%
7/9/2026 Focus Financial Network Inc.25,976$1.32M0.0%-28.2%0.011%
7/9/2026 StoneCrest Wealth Management Inc.197,882$10.08M3.2%-3.4%0.084%
7/9/2026 Sax Wealth Advisors LLC841,845$39.06M1.4%+23.3%0.358%
7/9/2026 Adamsbrown Wealth Consultants LLC424,275$21.62M4.1%N/A0.180%
7/9/2026 Breakwater Capital Group45,216$2.30M0.3%+15.5%0.019%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,406$72K0.0%+113.7%0.001%
7/8/2026 Sonoma Allocations LLC52,168$2.68M1.0%+100.3%0.022%
7/8/2026 Green Ridge Wealth Planning LLC206,505$10.52M4.4%+16.4%0.088%
7/8/2026 Cooper Financial Group330,397$16.83M1.4%-1.5%0.140%
7/7/2026 Dynamic Advisor Solutions LLC49,994$2.55M0.1%+7.5%0.021%
7/7/2026 GK Wealth Management LLC20,720$1.06M0.6%N/A0.009%
7/6/2026 RDA Financial Network107,851$5.50M1.2%+8.5%0.046%
7/6/2026 Dogwood Wealth Management LLC426,694$21.74M8.6%+8.3%0.183%
7/2/2026 Cedar Mountain Advisors LLC14,166$722K0.1%N/A0.005%
6/18/2026Western Wealth Management LLC6,385$296K0.0%N/A0.003%
6/3/2026NewEdge Advisors LLC7,711$358K0.0%+57.3%0.004%
5/28/2026Cozad Asset Management Inc.38,591$1.79M0.1%+13.8%0.019%
5/26/2026Glenmede Trust Co. NA7,154,285$331.96M1.6%+11.4%3.519%
5/20/2026Arete Wealth Advisors LLC701,242$32.54M2.0%+13.3%0.345%
5/19/2026Western Wealth Management LLC6,385$296K0.0%N/A0.003%
5/19/2026 Sonoma Allocations LLC26,047$1.22M0.4%+408.5%0.013%
5/19/2026NewEdge Advisors LLC7,711$358K0.0%+57.3%0.004%
5/19/2026Bank of America Corp DE35,914,629$1.67B0.1%+48.4%17.666%
5/19/2026Centaurus Financial Inc.220,389$10.23M0.5%N/A0.108%
5/19/2026Arete Wealth Advisors LLC701,242$32.54M2.3%+13.3%0.345%
5/18/2026Royal Bank of Canada153,190$7.11M0.0%-2.6%0.075%
5/16/2026Quantinno Capital Management LP22,777$1.06M0.0%+70.8%0.011%
5/15/2026Everest Financial Group LLC55,988$2.60M0.4%+788.3%0.028%
5/15/2026Waverly Advisors LLC50,944$2.36M0.0%+28.4%0.025%
5/15/2026Wealth Alliance LLC8,292$385K0.0%N/A0.004%
5/14/2026Renaissance Technologies LLC29,100$1.35M0.0%N/A0.014%
5/14/2026Hilltop Holdings Inc.8,284$384K0.0%-3.8%0.004%
5/14/2026Modern Wealth Management LLC2,304,807$107.34M1.8%+16.1%1.134%
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5/14/2026 Greenline Wealth Management LLC27,265$1.27M1.5%+38.2%0.013%
5/13/2026Cetera Investment Advisers8,337,155$386.84M0.4%+21.6%4.101%
5/13/2026Wealthspire Retirement LLC24,182$1.12M0.1%+65.6%0.012%
5/13/2026Aureus Asset Management LLC4,407$204K0.0%N/A0.002%
5/13/2026Signature Equity Partners LLC1,608$75K0.0%N/A0.001%
5/8/2026PNC Financial Services Group Inc.230,997$10.72M0.0%+13.4%0.114%
5/7/2026Spartan Wealth Advisory Services LLC12,580$584K0.1%N/A0.006%
5/6/2026Frontier Asset Management LLC412,164$19.12M4.0%+52.2%0.203%
5/6/2026 Independent Financial Group LLC29,943$1.39M0.0%N/A0.015%
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%
5/5/2026Sigma Planning Corp116,764$5.42M0.2%+50.9%0.057%
5/4/2026Bleakley 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%
5/2/2026Diversify Wealth Management LLC183,588$8.91M0.2%N/A0.090%
5/2/2026Valmark Advisers Inc.288,428$13.38M0.2%+173.5%0.142%
5/1/2026Castle Wealth Management LLC222,590$10.33M3.3%+3.6%0.109%
5/1/2026Fifth Third Bancorp26,064$1.21M0.0%+4,070.2%0.013%
5/1/2026Sovran Advisors LLC133,080$6.58M0.5%+2.8%0.065%
5/1/2026Simplicity Wealth LLC14,818$688K0.0%N/A0.007%
4/30/2026Robinson Smith Wealth Advisors LLC188,877$8.76M5.9%+251.8%0.094%
4/30/2026ATX Financial Planning LLC85,608$3.97M3.0%+226.4%0.042%
4/30/2026Kestra Advisory Services LLC1,307,934$60.69M0.2%+37.0%0.648%
4/29/2026Integrated Advisors Network LLC226,160$10.49M0.6%-2.2%0.112%
4/28/2026Stephens Inc. AR93,276$4.33M0.1%+6.5%0.047%
4/28/2026 Revisor Wealth Management LLC6,939$322K0.1%-5.0%0.003%
4/27/2026Baer Investment Advisory LLC58,436$2.71M0.3%N/A0.029%
4/27/2026World Investment Advisors52,277$2.43M0.0%+163.9%0.026%
4/27/2026USAdvisors Wealth Management LLC97,496$4.43M1.5%+2.2%0.049%
4/27/2026Private Advisor Group LLC39,644$1.84M0.0%+265.0%0.020%
4/27/2026Trademark Financial Management LLC244,265$11.33M5.6%+22.4%0.122%
4/25/2026Patten Group Inc.53,907$2.50M0.4%+11.8%0.027%
4/25/2026Able Wealth Management LLC352,075$16.34M4.4%+31.0%0.176%
4/24/2026Midwest Capital Advisors LLC164,664$7.64M3.6%+27.5%0.083%
4/24/2026Essex Financial Services Inc.141,768$6.58M0.4%+22.2%0.071%
4/24/2026Barnes 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%
4/23/2026Continuum Advisory LLC40,876$1.90M0.2%+196.4%0.020%
4/23/2026Vicus 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%
4/22/2026Mayfair Advisory Group LLC16,081$746K0.3%+38.7%0.008%
4/21/2026Towneley Capital Management Inc DE432,937$20.09M4.2%+0.9%0.220%
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4/21/2026 First United Bank & Trust25,795$1.20M0.4%N/A0.013%
4/21/2026Silver Oak Securities Incorporated404,335$18.76M1.4%+1.7%0.206%
4/20/2026Kestra 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%
4/18/2026Faithward Advisors LLC74,254$3.58M0.5%+9.6%0.038%
4/18/2026CENTRAL 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%
4/17/2026Provident Wealth Management LLC50,187$2.33M0.7%-5.7%0.026%


PVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 277 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 ($1.67B), Morgan Stanley ($435.96M), Cetera Investment Advisers ($386.84M), Glenmede Trust Co. NA ($331.96M), Cullen Frost Bankers Inc. ($312.29M), Glenmede Investment Management LP ($247.22M), and Commonwealth Equity Services LLC ($233.53M).Learn more on Putnam Focused Large Cap Value ETF's institutional investors.

Of the 271 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: Bank of America Corp DE ($17.20M), Cullen Frost Bankers Inc. ($6.85M), Cetera Investment Advisers ($5.31M), Commonwealth Equity Services LLC ($4.90M), Envestnet Asset Management Inc. ($3.65M), Northwestern Mutual Wealth Management Co. ($3.23M), and CWM LLC ($3.18M).

Institutional investors have bought a total of 69,010,820 shares in the last 24 months. This purchase volume represents approximately $3.04B in transactions.

Of the 45 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), Wealthspire Advisors LLC ($105.75K), D.A. Davidson & CO. ($70.22K), Cannon Wealth Management Services LLC ($48.79K), HighTower Advisors LLC ($34.34K), and Truist Financial Corp ($29.86K).

Institutional investors have sold a total of 1,532,723 shares in the last 24 months. This volume of shares sold represents approximately $67.79M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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