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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$52.78 +0.17 (+0.32%)
Closing price 04:10 PM Eastern
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$52.78 0.00 (0.00%)
As of 04:15 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)
245
Total
Institutional Inflows
(last 12 months)
$2.64B
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$63.38M
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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
9/23/2026QRG Capital Management Inc.4,464$227K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.6,415$327K0.0%-3.1%0.002%
9/23/2026Envestnet Asset Management Inc.5,400,725$275.17M0.0%+16.4%2.016%
9/9/2026Bouchey Financial Group Ltd.772,527$39.36M2.5%N/A0.306%
9/9/2026Capital Analysts LLC1,190,333$60.65M1.4%+9.2%0.472%
9/9/2026Insight Wealth Partners LLC7,411$378K0.1%N/A0.003%
9/9/2026Integrated Wealth Concepts LLC6,050$308K0.0%N/A0.002%
9/9/2026Community Bank N.A.1,550$79K0.0%N/A0.001%
9/9/2026RFG Advisory LLC1,011,811$51.55M0.8%+14.9%0.401%
9/9/2026NewEdge Advisors LLC8,205$418K0.0%+6.4%0.003%
9/9/2026IFP Advisors Inc155,153$7.91M0.1%+16.7%0.061%
9/9/2026Baird Financial Group Inc.500,423$25.50M0.0%+1.7%0.198%
9/8/2026Allworth Financial LP2,336$119K0.0%-39.1%0.001%
9/8/2026Waverly Advisors LLC52,524$2.68M0.0%+3.1%0.021%
8/27/2026Corient Private Wealth LP1,312,998$66.90M0.1%+4.8%0.520%
8/24/2026Carlson Financial Inc.6,485$330K0.2%N/A0.003%
8/23/2026Ameritas Advisory Services LLC342,320$17.44M0.4%+585.9%0.136%
8/23/2026Kintra Wealth LLC25,503$1.39M0.1%+57.2%0.010%
8/23/2026PCG Wealth Advisors LLC18,865$961K0.2%N/A0.007%
8/23/2026Aspire Capital Advisors LLC16,193$825K0.2%+10.7%0.006%
8/22/2026Elevation Wealth Management LLC9,770$498K0.4%+7.2%0.004%
8/21/2026Integrity Financial Corp WA28,656$1.46M0.7%+4.0%0.011%
8/21/2026Continuum Advisory LLC67,223$3.43M0.3%+64.5%0.027%
8/21/2026Secure Asset Management LLC124,588$6.35M0.9%+524.4%0.049%
7/16/2026Processus Wealth & Capital Management LLC14,486$738K0.2%+7.5%0.006%
7/10/2026Processus Wealth & Capital Management LLC14,486$738K0.4%+7.5%0.006%
7/10/2026Redhawk Wealth Advisors Inc.386,316$19.68M1.9%+2.9%0.164%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,400$683K0.1%+36.2%0.006%
7/10/2026Wealthcare Advisory Partners LLC58,677$2.99M0.1%+92.0%0.025%
7/9/2026First Bank & Trust9,737$496K0.1%N/A0.004%
7/9/2026Key Client Fiduciary Advisors LLC247,817$12.63M3.6%+19.6%0.105%
7/9/2026Focus Financial Network Inc.25,976$1.32M0.0%-28.2%0.011%
7/9/2026StoneCrest Wealth Management Inc.197,882$10.08M3.2%-3.4%0.084%
7/9/2026Sax Wealth Advisors LLC841,845$39.06M1.4%+23.3%0.358%
7/9/2026Adamsbrown Wealth Consultants LLC424,275$21.62M4.1%N/A0.180%
7/9/2026Breakwater Capital Group45,216$2.30M0.3%+15.5%0.019%
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,406$72K0.0%+113.7%0.001%
7/8/2026Sonoma Allocations LLC52,168$2.68M1.0%+100.3%0.022%
7/8/2026Green Ridge Wealth Planning LLC206,505$10.52M4.4%+16.4%0.088%
7/8/2026Cooper Financial Group330,397$16.83M1.4%-1.5%0.140%
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7/7/2026Dynamic Advisor Solutions LLC49,994$2.55M0.1%+7.5%0.021%
7/7/2026GK Wealth Management LLC20,720$1.06M0.6%N/A0.009%
7/6/2026RDA Financial Network107,851$5.50M1.2%+8.5%0.046%
7/6/2026Dogwood Wealth Management LLC426,694$21.74M8.6%+8.3%0.183%
7/2/2026Cedar 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%
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%
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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%


PVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 286 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), Envestnet Asset Management Inc. ($275.17M), and Glenmede Investment Management LP ($247.22M).Learn more on Putnam Focused Large Cap Value ETF's institutional investors.

Of the 280 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 ($4.97M), Envestnet Asset Management Inc. ($4.37M), Commonwealth Equity Services LLC ($4.32M), Northwestern Mutual Wealth Management Co. ($3.23M), and CWM LLC ($3.18M).

Institutional investors have bought a total of 58,276,250 shares in the last 24 months. This purchase volume represents approximately $2.64B in transactions.

Of the 42 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 1,422,598 shares in the last 24 months. This volume of shares sold represents approximately $63.38M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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