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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$51.67 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
244
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$90.75M
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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
7/2/2026 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%
5/19/2026Sonoma 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%
5/14/2026Greenline 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%
5/6/2026Independent 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%
5/2/2026International 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%
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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%
4/28/2026Revisor 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%
4/23/2026Manchester Financial Inc.11,800$548K0.1%+12.6%0.006%
4/23/2026Foundry Financial Group Inc.166,953$7.75M3.8%+1.4%0.084%
4/23/2026Mayflower Financial Advisors LLC17,730$823K0.1%N/A0.009%
4/23/2026Next 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%
4/22/2026Patriot Financial Group Insurance Agency LLC243,866$11.32M0.6%+87.2%0.122%
4/22/2026Midwest Financial Group LLC154,629$7.18M3.1%+2.9%0.077%
4/22/2026Fort 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%
4/21/2026First 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%
4/20/2026Breakwater Capital Group39,163$1.82M0.2%+22.8%0.020%
4/20/2026Blue Trust Inc.588$27K0.0%N/A0.000%
4/20/2026RFG 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%
4/18/2026Richards 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%
4/17/2026Stonebridge Financial Group LLC MO80,178$3.72M3.1%+28.9%0.041%
4/17/2026Athena Wealth Management LLC75,471$3.50M2.9%-1.4%0.039%
4/17/2026AdvisorNet Financial Inc564,219$26.18M1.4%+6.8%0.288%
4/17/2026Brookstone Capital Management279,343$12.96M0.1%N/A0.143%
4/16/2026Allegheny Financial Group2,281,875$105.88M14.3%+15.1%1.167%
4/16/2026IVC Wealth Advisors LLC321,032$14.90M6.5%+3.0%0.164%
4/16/2026Baron 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%
3/13/2026World Investment Advisors19,809$903K0.0%+26.8%0.012%
3/10/2026Advisortrust Partners LLC8,600$392K0.2%N/A0.005%
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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%
2/19/2026ATX Financial Planning LLC26,230$1.20M0.9%N/A0.016%
2/19/2026Axxcess 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%


PVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 273 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 269 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 69,769,084 shares in the last 24 months. This purchase volume represents approximately $3.07B in transactions.

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).

Institutional investors have sold a total of 2,109,391 shares in the last 24 months. This volume of shares sold represents approximately $90.75M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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