Who owns PUTNAM FOCUSED LARGE CAP VALUE ETF?
- Ticker: PVAL
- CUSIP Number: 746729300
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Analyze quarterly positions in Putnam Focused Large Cap Value Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Putnam Focused Large Cap Value Etf stock
Who bought or sold PUTNAM FOCUSED LARGE CAP VALUE ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 36M | $1.7B | 100% | Mar 2026 |
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| Morgan Stanley | 14M | $655M | 48% | Mar 2026 |
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| Cetera Investment Advisers | 8.3M | $387M | 22% | Mar 2026 |
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| Cullen Frost Bankers | 7.7M | $358M | 13% | Mar 2026 |
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| Glenmede Trust Company | 7.2M | $332M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 6.7M | $309M | 30% | Mar 2026 |
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| UBS Group | 5.6M | $259M | 11% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.5M | $255M | 19% | Mar 2026 |
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| Envestnet Asset Management | 4.6M | $215M | 14% | Mar 2026 |
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| CWM | 3.2M | $148M | 6% | Dec 2025 |
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| Wells Fargo & Company | 2.7M | $125M | 76% | Mar 2026 |
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| Stifel Financial | 2.3M | $107M | 6% | Mar 2026 |
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| Allegheny Financial Group | 2.3M | $106M | 15% | Mar 2026 |
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| Modern Wealth Management | 2.0M | $91M | 66% | Dec 2025 |
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| Amplius Wealth Advisors | 2.0M | $92M | -3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.9M | $86M | 18% | Mar 2026 |
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| Opal Wealth Advisors | 1.6M | $73M | 2% | Mar 2026 |
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| HighTower Advisors | 1.3M | $61M | 7% | Mar 2026 |
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| Kestra Advisory Services | 1.3M | $61M | 37% | Mar 2026 |
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| CI Private Wealth | 1.3M | $58M | 14% | Mar 2026 |
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| LPL Financial | 1.2M | $58M | 61% | Mar 2026 |
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| Oak Barrel Wealth Advisory | 1.2M | $54M | 100% | Dec 2025 |
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| Sanctuary Advisors | 1.2M | $55M | 19% | Mar 2026 |
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| Capital Analysts | 1.1M | $51M | 422% | Mar 2026 |
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| Bleakley Financial Group | 1.0M | $48M | 32% | Mar 2026 |
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| Sontag Advisory | 975k | $45M | 17% | Mar 2026 |
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| Auctus Advisors | 950k | $44M | -1% | Mar 2026 |
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| Drake & Associates | 894k | $42M | 12% | Mar 2026 |
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| RFG Advisory | 881k | $41M | 16% | Mar 2026 |
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| Harbor Group | 861k | $40M | 1% | Mar 2026 |
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| Geneos Wealth Management | 851k | $40M | 3% | Mar 2026 |
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| Embree Financial Group | 765k | $36M | 26% | Mar 2026 |
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| Hancock Bank Trust Department | 761k | $38M | 13% | Mar 2026 |
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| Arete Wealth Advisors | 701k | $33M | 13% | Mar 2026 |
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| Sax Wealth Advisors | 683k | $31M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 643k | $30M | 17% | Mar 2026 |
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| Mml Investors Services | 629k | $29M | -1% | Mar 2026 |
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| Resources Investment Advisors | 572k | $27M | 17% | Mar 2026 |
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| AdvisorNet Financial | 564k | $26M | 7% | Mar 2026 |
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| Sowa Financial Group | 562k | $26M | -2% | Mar 2026 |
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| Branch Banking & Trust Company | 551k | $26M | 23% | Mar 2026 |
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| Steward Partners Investment Advisory | 518k | $24M | 43% | Mar 2026 |
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| Baker Tilly Financial | 516k | $24M | 12% | Mar 2026 |
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| Jones Financial Companies, L.L | 501k | $23M | 147% | Dec 2025 |
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| Coco Enterprises | 487k | $23M | 100% | Mar 2026 |
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| Baird Financial | 437k | $20M | 8% | Dec 2025 |
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| Towneley Capital Management, Inc / DE | 433k | $20M | 1% | Mar 2026 |
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| Aurdan Capital Management | 432k | $20M | 17% | Mar 2026 |
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| M^T Bank Corporation | 418k | $19M | 4% | Mar 2026 |
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| Frontier Asset Management | 412k | $19M | 52% | Mar 2026 |
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| Retirement Management Systems | 412k | $19M | 100% | Mar 2026 |
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| Silver Oak Securities | 404k | $19M | 2% | Mar 2026 |
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| Elequin Capital | 401k | $18M | 100% | Mar 2026 |
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| Dogwood Wealth Management | 394k | $18M | 7% | Mar 2026 |
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| Christopher Weil & Company | 394k | $18M | 10% | Mar 2026 |
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| Atria Investments | 393k | $18M | 72% | Mar 2026 |
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| BridgePort Financial Solutions | 378k | $18M | 6% | Mar 2026 |
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| Redhawk Wealth Advisors | 375k | $17M | 25% | Mar 2026 |
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| MAI Wealth Advisors | 375k | $17M | 61% | Mar 2026 |
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| Keystone Financial Services | 371k | $17M | 4% | Mar 2026 |
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| Able Wealth Management | 352k | $16M | 31% | Mar 2026 |
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| Marks Group Wealth Management | 349k | $16M | 1509% | Mar 2026 |
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| Bucket List Wealth Management | 346k | $16M | 100% | Mar 2026 |
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| Snowden Capital Advisors | 344k | $16M | 100% | Dec 2025 |
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| Haverford Trust Company | 336k | $16M | 8% | Mar 2026 |
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| Cooper Financial Group | 336k | $16M | -22% | Mar 2026 |
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| IVC Wealth Advisors | 321k | $15M | 3% | Mar 2026 |
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| Central Trust & Investment | 303k | $14M | -2% | Mar 2026 |
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| Colonial River Wealth Management | 300k | $14M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 294k | $14M | 74% | Mar 2026 |
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| ValMark Advisers | 288k | $13M | 173% | Mar 2026 |
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| Coign Capital Advisors | 282k | $13M | 3% | Dec 2025 |
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| Brookstone Capital Management | 279k | $13M | 100% | Mar 2026 |
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| Fundamentun | 272k | $13M | 54% | Mar 2026 |
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| Smartleaf Asset Management | 265k | $12M | -3% | Mar 2026 |
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| Rollins Financial Advisors | 256k | $12M | 22% | Mar 2026 |
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| Trademark Financial Management | 244k | $11M | 22% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 244k | $11M | 87% | Mar 2026 |
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| Harbour Investments | 241k | $11M | 40% | Mar 2026 |
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| Fort Washington Investment Advisors | 239k | $11M | 100% | Mar 2026 |
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| Pnc Financial Services | 231k | $11M | 13% | Mar 2026 |
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| Integrated Advisors Network | 226k | $11M | -2% | Mar 2026 |
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| Castle Wealth Management | 223k | $10M | 4% | Mar 2026 |
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| Centaurus Financial | 220k | $10M | 100% | Mar 2026 |
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| Merit Financial Group | 215k | $10M | 87% | Mar 2026 |
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| Key Client Fiduciary Advisors | 207k | $9.6M | 54% | Mar 2026 |
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| StoneCrest Wealth Management | 205k | $9.5M | 1% | Mar 2026 |
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| Visionary Wealth Advisors | 196k | $9.1M | 1% | Mar 2026 |
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| Robinson Smith Wealth Advisors | 189k | $8.8M | 252% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 186k | $8.6M | 11% | Mar 2026 |
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| Horizon Family Wealth | 185k | $8.6M | 102% | Mar 2026 |
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| Diversify Wealth Management | 184k | $8.9M | 100% | Mar 2026 |
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| Green Ridge Wealth Planning | 178k | $8.2M | 100% | Mar 2026 |
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| Tower Wealth Partners | 176k | $8.2M | 163% | Mar 2026 |
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| Foundry Financial Group | 167k | $7.7M | 1% | Mar 2026 |
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| Midwest Capital Advisors | 165k | $7.6M | 27% | Mar 2026 |
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| New England Private Wealth Advisors | 160k | $7.4M | 16% | Mar 2026 |
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| Midwest Financial Group | 155k | $7.2M | 3% | Mar 2026 |
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| Bank of New York Mellon | 154k | $7.2M | 40% | Mar 2026 |
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| Royal Bank of Canada | 153k | $7.1M | 62% | Mar 2026 |
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| Per Stirling Capital Management | 146k | $6.8M | 2% | Mar 2026 |
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| N.E.W. Advisory Services | 144k | $6.7M | 100% | Mar 2026 |
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| Essex Financial Services | 142k | $6.6M | 22% | Mar 2026 |
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| Uniting Wealth Partners | 136k | $6.3M | 100% | Mar 2026 |
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| Prosperity Financial Group | 134k | $6.2M | -12% | Mar 2026 |
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| Sovran Advisors | 133k | $6.6M | 3% | Mar 2026 |
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| IFP Advisors | 133k | $6.2M | 66% | Mar 2026 |
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| ERn Financial | 131k | $6.1M | -6% | Mar 2026 |
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| Cornerstone Wealth Management | 126k | $5.8M | 100% | Mar 2026 |
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| GGM Financials | 119k | $5.5M | 14% | Mar 2026 |
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| Sigma Planning | 117k | $5.4M | 51% | Mar 2026 |
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| Cannon Wealth Management Services | 115k | $5.3M | 3% | Mar 2026 |
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| Prostatis Group | 115k | $5.3M | -1% | Mar 2026 |
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| SeaCrest Wealth Management | 109k | $5.0M | -1% | Mar 2026 |
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| Independent Advisor Alliance | 105k | $4.9M | 100% | Mar 2026 |
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| RDA Financial Network | 99k | $4.6M | 6% | Mar 2026 |
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| USAdvisors Wealth Management | 98k | $4.4M | 2% | Mar 2026 |
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| Advisor Group Holdings | 98k | $4.4M | 378% | Dec 2025 |
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| Empire Life Investments | 95k | $4.4M | -20% | Mar 2026 |
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| Stephens | 93k | $4.3M | 6% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 93k | $4.3M | 22% | Dec 2025 |
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| We Are One Seven | 92k | $4.2M | 76% | Dec 2025 |
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| Mot | 91k | $4.2M | 8% | Mar 2026 |
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| Indivisible Partners | 91k | $4.2M | 100% | Mar 2026 |
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| ATX Financial Planning | 86k | $4.0M | 226% | Mar 2026 |
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| Belpointe Asset Management | 83k | $3.9M | 37% | Mar 2026 |
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| Summit Financial | 82k | $3.8M | 100% | Mar 2026 |
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| Raymond James Financial | 80k | $3.7M | 105% | Dec 2025 |
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| Stonebridge Financial Group, LLC / MO | 80k | $3.7M | 29% | Mar 2026 |
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| Signature Estate and Investment Advisors | 76k | $3.5M | 115% | Mar 2026 |
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| Athena Wealth Management | 76k | $3.5M | -1% | Mar 2026 |
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| Ambassador Advisors | 74k | $3.4M | 10% | Mar 2026 |
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| Spire Wealth Management | 73k | $3.4M | 8% | Mar 2026 |
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| Tempus Wealth Planning | 72k | $3.3M | 7% | Mar 2026 |
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| D.A. Davidson & Co. | 71k | $3.3M | 4% | Mar 2026 |
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| Kingsview Wealth Management | 70k | $3.3M | 187% | Mar 2026 |
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| Elyxium Wealth | 67k | $3.1M | 43% | Mar 2026 |
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| Qube Research & Technologies | 67k | $3.1M | 29% | Dec 2025 |
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| Ballew Advisors | 65k | $3.1M | 25% | Mar 2026 |
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| Victory Financial Group | 58k | $2.7M | 29% | Mar 2026 |
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| Everest Financial Group | 56k | $2.6M | 100% | Mar 2026 |
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| Absolute Investment Management | 55k | $2.5M | 2% | Mar 2026 |
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| Patten | 54k | $2.5M | 12% | Mar 2026 |
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| Beacon Pointe Advisors | 53k | $2.4M | 377% | Dec 2025 |
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| Pensionmark Financial Group | 52k | $2.4M | 164% | Mar 2026 |
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| Financial Services Advisory | 52k | $2.4M | 171% | Mar 2026 |
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| Silvercrest Asset Management Group | 51k | $2.3M | -8% | Dec 2025 |
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| Provident Wealth Management | 50k | $2.3M | -6% | Mar 2026 |
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| Ameritas Advisory Services | 50k | $2.3M | 121% | Mar 2026 |
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| WESPAC Advisors | 48k | $2.2M | 14% | Mar 2026 |
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Who sold out of Putnam Focused Large Cap Value Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.0M | $48M |
| Thrivent Financial for Lutherans | Dec 2025 | 773k | $35M |
| Janney Montgomery Scott | Dec 2025 | 742k | $34M |
| Prudential | Dec 2025 | 195k | $8.9M |
| Diversify Advisory Services | Dec 2025 | 170k | $8.0M |
| J.w. Cole Advisors | Dec 2025 | 145k | $6.6M |
| Jpmorgan Chase & Co | Sep 2025 | 70k | $3.0M |
| Renaissance Technologies | Sep 2025 | 52k | $2.2M |