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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$54.58 +0.16 (+0.29%)
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)
236
Total
Institutional Inflows
(last 12 months)
$2.68B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$63.32M
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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%
6/3/2026 NewEdge Advisors LLC7,711$358K0.0%+57.3%0.004%
5/28/2026Cozad Asset Management Inc.38,591$1.79M0.1%+13.8%0.019%
5/26/2026 Glenmede Trust Co. NA7,154,285$331.96M1.6%+11.4%3.519%
5/20/2026 Arete 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%
5/19/2026 NewEdge 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%
5/19/2026 Arete 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%
5/16/2026 Quantinno Capital Management LP22,777$1.06M0.0%+70.8%0.011%
5/15/2026 Everest Financial Group LLC55,988$2.60M0.4%+788.3%0.028%
5/15/2026Waverly Advisors LLC50,944$2.36M0.0%+28.4%0.025%
5/15/2026 Wealth Alliance LLC8,292$385K0.0%N/A0.004%
5/14/2026 Renaissance Technologies LLC29,100$1.35M0.0%N/A0.014%
5/14/2026 Hilltop 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%
5/13/2026 Cetera Investment Advisers8,337,155$386.84M0.4%+21.6%4.101%
5/13/2026 Wealthspire Retirement LLC24,182$1.12M0.1%+65.6%0.012%
5/13/2026Aureus Asset Management LLC4,407$204K0.0%N/A0.002%
5/13/2026 Signature Equity Partners LLC1,608$75K0.0%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.230,997$10.72M0.0%+13.4%0.114%
5/7/2026 Spartan Wealth Advisory Services LLC12,580$584K0.1%N/A0.006%
5/6/2026 Frontier 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%
5/5/2026 D.A. Davidson & CO.70,855$3.29M0.0%+3.7%0.035%
5/5/2026 Marks Group Wealth Management Inc349,180$16.20M1.6%+1,509.5%0.172%
5/5/2026 Bank of New York Mellon Corp154,299$7.16M0.0%+40.0%0.076%
5/5/2026 Geneos Wealth Management Inc.850,637$39.47M0.9%+2.9%0.418%
5/5/2026 Sanctuary 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%
4/30/2026ATX 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%
4/27/2026World 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%
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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%


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 ($4.32M), Envestnet Asset Management Inc. ($3.61M), Northwestern Mutual Wealth Management Co. ($3.23M), and CWM LLC ($3.18M).

Institutional investors have bought a total of 59,878,633 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Of the 41 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), D.A. Davidson & CO. ($70.22K), Cannon Wealth Management Services LLC ($48.79K), HighTower Advisors LLC ($34.34K), Truist Financial Corp ($29.86K), and Atria Investments Inc ($22.94K).

Institutional investors have sold a total of 1,421,594 shares in the last 24 months. This volume of shares sold represents approximately $63.32M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PVAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/16/2026. New 13F filings are added each quarter as they're published.
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