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Disclosery

PVAL PUTNAM ETF TRUST

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FOCUSED LAR CAP (fund)

374 managers (382 13F filers) reported a position in PVAL shares at 2026-06-30, 197,275,637 shares in all. 84 filers opened a position and 18 filers sold out during the quarter.

Managers
374
13F filers
382
New
84
Added
207
Reduced
61
Sold out
18
Shares held by filers
197,275,637

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,242,878$1.95B0.13%+2,328,24913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,490,722$891M0.05%+3,372,56113F-HRTimelineGroup
LPL Financial LLC9,975,366$508M0.11%+8,727,67613F-HRTimeline
Cetera Investment Advisers9,411,298$480M0.44%+1,074,14313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,610,022$439M4.32%+886,17813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,976,865$406M0.51%+1,314,51713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,259,712$370M1.63%+105,42713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,620,755$337M0.18%+1,129,76113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,998,705$306M+406,038Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,407,140$275M+761,897Timeline
Modern Wealth Management, LLC3,809,127$194M2.32%+1,504,32013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,450,127$176M0.03%+761,55013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,895,121$148M0.33%+1,034,53413F-HR/ATimeline
Allegheny Financial Group2,609,319$133M14.11%+327,44413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,469,602$126M0.1%+172,02113F-HRTimelineGroup
Janney Montgomery Scott LLC2,129,491$108M0.21%new13F-HRTimeline
Amplius Wealth Advisors, LLC2,038,034$104M7.61%+59,57813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,767,320$90M+165,264Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,674,245$85.3M0.1%+1,268,49813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,669,830$85.1M0.03%+632,37213F-HRTimelineGroup
HighTower Advisors, LLC1,588,721$80.9M0.08%+276,06813F-HRTimeline
Opal Wealth Advisors, LLC1,562,614$79.6M17.2%-6,02313F-HRTimeline
Oak Barrel Wealth Advisory LLC1,442,912$73.5M32.46%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,312,998$66.9M0.09%+60,55613F-HR/ATimelineGroup
Sanctuary Advisors, LLC1,277,368$65.1M0.3%+93,48413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,190,333$60.6M1.4%+99,99713F-HRTimelineGroup
Bleakley Financial Group, LLC1,074,247$54.7M0.7%+44,72713F-HRTimeline
Wealthspire Advisors, LLC1,026,122$52.3M0.29%+51,04913F-HRTimeline
RFG Advisory, LLC1,011,811$51.6M0.81%+130,98813F-HRTimeline
Drake & Associates, LLC954,581$48.6M8.19%+60,51613F-HRTimeline
AUCTUS ADVISORS LLC944,825$48.1M40.49%-4,79213F-HRTimeline
MML INVESTORS SERVICES, LLC937,682$47.8M0.1%+309,19313F-HRTimeline
Geneos Wealth Management Inc.879,439$44.8M0.91%+28,80213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp878,615$44.8M0.13%+460,46213F-HRTimelineGroup
Harbor Group, Inc.876,338$44.6M5.24%+15,55813F-HRTimeline
Summit Investment Advisory Services, LLC865,998$44.1M11.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…834,984$42.5M0.07%+192,30513F-HRTimelineGroup
GGM Financial LLC802,017$40.9M15.5%+682,96013F-HRTimeline
Embree Financial Group782,122$39.8M3.99%+17,14013F-HRTimeline
HANCOCK WHITNEY CORP781,743$39.8M0.66%+21,27513F-HRTimeline
Bouchey Financial Group, Ltd.772,527$39.4M2.54%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC841,845$39.1M1.59%+159,21413F-HRTimeline
Arete Wealth Advisors, LLC676,109$34.4M2.28%-25,13313F-HR/ATimeline
OneDigital Investment Advisors LLC665,622$33.9M0.29%+93,20613F-HRTimeline
Steward Partners Investment Advisory, L…643,078$32.8M0.17%+125,00513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…621,442$32.2M0.05%-78,45413F-HRTimeline
AdvisorNet Financial, Inc625,172$31.9M1.45%+60,95313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC592,732$30.2M6.48%+76,96713F-HRTimeline
Sowa Financial Group, Inc.587,209$29.9M13.95%+25,41713F-HRTimeline
Marks Group Wealth Management, Inc582,267$29.7M2.58%+233,08713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…559,528$28.5M0.14%+320,96113F-HRTimeline
Private Advisor Group, LLC533,671$27.2M0.12%+494,02713F-HRTimeline
Bucket List Wealth Management, LLC523,231$26.7M13.13%+177,69513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding521,850$26.6M+249,704Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.500,423$25.5M0.04%+8,22213F-HRTimelineGroup
Aurdan Capital Management, LLC466,713$23.8M6.03%+35,15013F-HRTimeline
MAI Capital Management463,584$23.6M0.09%+88,56213F-HRTimeline
Retirement Management Systems Inc.438,579$22.3M4.57%+26,99113F-HRTimeline
Snowden Capital Advisors LLC430,692$21.9M0.52%+80,65813F-HRTimeline
Towneley Capital Management, Inc / DE429,046$21.9M4.29%-3,89113F-HRTimeline
Dogwood Wealth Management LLC426,694$21.7M8.58%+32,61813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC424,275$21.6M4.08%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED417,079$21.3M1.29%+12,74413F-HRTimeline
Frontier Asset Management, LLC413,101$21M3.77%+93713F-HRTimeline
Atria Investments, Inc397,686$20.3M0.2%+4,89713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding381,438$20.1M+197,850Timeline
Redhawk Wealth Advisors, Inc.386,316$19.7M1.94%+11,02013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP374,301$19.1M0.02%-176,63413F-HRTimelineGroup
Keystone Financial Services, LLC370,007$18.9M11.33%-1,31713F-HRTimeline
Valmark Advisers, Inc.366,776$18.7M0.2%+78,34813F-HRTimeline
Haverford Trust Co357,046$18.2M0.16%+20,91713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…342,320$17.4M0.35%+292,41313F-HRTimelineGroup
BridgePort Financial Solutions, LLC338,432$17.2M4.39%-39,60113F-HRTimeline
Able Wealth Management LLC333,118$17M3.89%-18,95713F-HRTimeline
Cooper Financial Group330,397$16.8M1.4%-5,13013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…326,990$16.7M0.01%+95,99313F-HRTimelineGroup
IVC Wealth Advisors LLC318,688$16.2M6.33%-2,34413F-HRTimeline
Merit Financial Group, LLC304,469$15.5M0.1%+89,43513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO302,541$15.5M<0.01%+74,35213F-HRTimelineGroup
CENTRAL TRUST Co303,031$15.4M0.28%+42213F-HRTimeline
Coign Capital Advisors LLC290,191$14.8M6.65%+1,70113F-HRTimeline
Trademark Financial Management, LLC274,399$14M5.73%+30,13413F-HRTimeline
HARBOUR INVESTMENTS, INC.271,371$13.8M0.19%+29,95413F-HRTimeline
Rollins Financial Advisors, LLC267,510$13.6M1.8%+11,55613F-HRTimeline
Smartleaf Asset Management LLC265,281$13.6M0.44%013F-HRTimeline
Qube Research & Technologies Ltd265,977$13.6M0.02%+8,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,968$13M<0.01%+102,77813F-HRTimelineGroup
Weil Company, Inc.248,564$12.7M2.23%-145,28613F-HRTimeline
Key Client Fiduciary Advisors, LLC247,817$12.6M3.68%+40,68313F-HRTimeline
Integrated Advisors Network LLC234,538$11.9M0.55%+8,37813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC226,122$11.5M3.41%+3,53213F-HRTimeline
Arax Advisory Partners224,948$11.5M0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.222,228$11.3M0.44%+1,83913F-HRTimeline
New England Private Wealth Advisors LLC211,845$11.1M1.07%+52,19313F-HRTimeline
Stonebridge Financial Group, LLC / MO216,877$11M7.34%+136,69913F-HRTimeline
MGO ONE SEVEN LLC214,049$10.9M0.18%-3,51813F-HRTimeline
J.W. COLE ADVISORS, INC.212,837$10.8M0.19%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS212,050$10.8M1.53%new13F-HRTimeline
Midwest Capital Advisors, LLC206,524$10.5M4.27%+41,86013F-HRTimeline
Green Ridge Wealth Planning LLC206,505$10.5M4.43%+29,02213F-HRTimeline
StoneCrest Wealth Management, Inc.197,882$10.1M3.22%-7,03213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC197,348$10.1M6.02%+8,47113F-HRTimeline
Horizon Family Wealth, Inc.196,468$10M4.57%+11,80513F-HRTimeline
Cornerstone Wealth Management, LLC191,886$9.78M0.42%+65,88213F-HRTimeline
Tower Wealth Partners, Inc.187,813$9.57M4.72%+12,05613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV178,233$9.08M0.01%new13F-HR/ATimeline
Colonial River Investments, LLC173,578$8.84M2.52%-125,92213F-HRTimeline
Visionary Wealth Advisors172,192$8.77M0.35%-23,68613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.171,680$8.75M2.5%new13F-HRTimeline
Foundry Financial Group, Inc.171,370$8.73M3.78%+4,41713F-HRTimeline
Vestmark Advisory Solutions, Inc.167,097$8.51M0.08%new13F-HRTimeline
Midwest Financial Group LLC165,608$8.44M2.96%+10,97913F-HRTimeline
IFP Advisors, Inc155,153$7.91M0.14%+22,21113F-HRTimeline
Per Stirling Capital Management, LLC.151,747$7.73M0.74%+5,33513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.150,360$7.66M0.38%+8,59213F-HRTimelineGroup
Summit Financial, LLC148,158$7.55M0.08%+65,97713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management146,923$7.49M0.08%-132,42013F-HRTimelineGroup
N.E.W. Advisory Services LLC143,278$7.3M0.49%-70613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC142,265$7.25M<0.01%+137,26113F-HRTimelineGroup
Uniting Wealth Partners, LLC138,850$7.07M1.44%+2,69613F-HRTimeline
Sovran Advisors, LLC130,296$6.91M0.51%-2,78413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…133,615$6.81M2.11%-52613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp132,948$6.77M<0.01%-21,35113F-HRTimelineGroup
ERn Financial, LLC132,470$6.75M1.12%+1,04013F-HRTimeline
Sigma Planning Corp130,746$6.66M0.17%+13,98213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …128,152$6.53M<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…127,514$6.5M0.67%-116,35213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,942$6.42M<0.01%+24,08913F-HRTimelineGroup
Secure Asset Management, LLC124,588$6.35M0.89%+104,63513F-HRTimeline
Cannon Wealth Management Services, LLC120,750$6.15M3.37%+5,49713F-HRTimeline
Elyxium Wealth, LLC119,719$6.1M0.64%+52,32113F-HRTimeline
SeaCrest Wealth Management, LLC117,096$5.97M0.66%+8,41513F-HRTimeline
Beacon Pointe Advisors, LLC108,394$5.52M0.03%+22,25913F-HRTimeline
Empire Life Investments Inc.108,339$5.52M0.31%+13,30013F-HRTimeline
RDA Financial Network107,851$5.5M1.2%+8,41913F-HRTimeline
IFG Advisory, LLC107,738$5.49M0.19%new13F-HRTimeline
ATX Financial Planning, LLC106,318$5.42M3.59%+20,71013F-HRTimeline
Sandhill Capital Partners LLC103,276$5.26M0.43%+64,37413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…102,776$5.24M0.06%+9,50013F-HRTimelineGroup
Clarity Asset Management, Inc.99,391$5.06M2.48%+81,17313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC99,386$5.06M0.03%+46,31513F-HRTimeline
Kingsview Wealth Management, LLC99,192$5.05M0.06%+28,90113F-HRTimeline
&PARTNERS97,008$4.94M0.02%+14,85513F-HRTimeline
Mutual Advisors, LLC96,155$4.9M0.09%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding95,960$4.89M+49,348Timeline
Ballew Advisors, Inc93,076$4.81M2.49%+28,33913F-HRTimeline
MOTCO94,005$4.79M0.41%+3,21913F-HRTimeline
Indivisible Partners93,494$4.76M0.27%+2,96213F-HRTimeline
Tempus Wealth Planning, LLC92,966$4.74M0.93%+20,83013F-HRTimeline
USAdvisors Wealth Management, LLC92,647$4.72M1.35%-4,84913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,637$4.62M0.03%+71,63013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP89,674$4.57M<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC81,910$4.17M0.14%-1,36513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…76,746$3.91M0.07%+47613F-HRTimelineGroup
Laurel Wealth Planning LLC76,636$3.9M1.73%new13F-HRTimeline
Everest Financial Group LLC76,152$3.88M0.53%+20,16413F-HRTimeline
Athena Wealth Management, LLC75,508$3.85M2.86%+3713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75,212$3.83M0.12%+2,35213F-HRTimelineGroup
Faithward Advisors, LLC74,741$3.81M0.46%+48713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC70,688$3.6M0.08%new13F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC70,595$3.6M0.38%+12,15913F-HRTimeline
ArborFi Advisors, LLC69,977$3.57M2.58%new13F-HRTimeline
Continuum Advisory, LLC67,223$3.43M0.28%+26,34713F-HRTimeline
Advisory Resource Group62,720$3.2M0.48%-3,35413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC60,530$3.08M1.92%+5,81213F-HRTimeline
WEDBUSH SECURITIES INC59,488$3.03M0.08%+36,54313F-HRTimeline
New Republic Capital, LLC58,735$2.99M0.69%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,677$2.99M0.06%+28,11513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers57,445$2.93M<0.01%+22,24513F-HRTimelineGroup
D.A. DAVIDSON & CO.54,925$2.8M0.02%-15,93013F-HRTimeline
Prostatis Group LLC53,917$2.75M0.64%-60,55813F-HRTimeline
Clark Wealth Partners52,727$2.69M1.52%+47,17313F-HRTimeline
Patten Group, Inc.52,725$2.69M0.42%-1,18213F-HRTimeline
Sonoma Allocations LLC52,168$2.68M0.83%+26,12113F-HRTimeline
Waverly Advisors, LLC52,524$2.68M0.02%+1,58013F-HRTimeline
World Investment Advisors54,482$2.67M0.04%+2,20513F-HRTimeline
Global Retirement Partners, LLC52,493$2.67M0.04%13F-HRTimeline
Heritage Trust Co52,234$2.66M0.23%+8,58313F-HRTimeline
Briggs Wealth Management, Inc50,824$2.59M2.36%+27,35913F-HRTimeline
Peck Wealth Management, LLC50,435$2.57M2.16%+10,01313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC50,180$2.56M0.8%+38,02213F-HRTimeline
Xcelsior Advisor Partners LLC50,002$2.55M0.34%new13F-HRTimeline
Dynamic Advisor Solutions LLC49,994$2.55M0.07%+3,50713F-HRTimeline
Quantinno Capital Management LP49,935$2.54M<0.01%+27,15813F-HRTimeline
FIRST UNITED BANK & TRUST49,833$2.54M0.73%+24,03813F-HRTimeline
Provident Wealth Management, LLC49,000$2.5M0.64%-1,18713F-HRTimeline
FSA WEALTH PARTNERS, INC.48,305$2.46M0.62%-3,16413F-HRTimeline
WESPAC Advisors, LLC47,789$2.43M1.19%-2113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,498$2.37M0.02%+30013F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…45,368$2.31M0.01%-11113F-HRTimelineGroup
Breakwater Capital Group45,216$2.3M0.28%+6,05313F-HRTimeline
Nuveen, LLCin group TIAA44,151$2.25M<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC43,776$2.23M0.04%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd43,770$2.23M0.02%new13F-HRTimelineGroup
WJ Wealth Management, LLC42,045$2.14M0.85%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC41,775$2.13M0.08%+18,89113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,708$2.02M0.04%+3,54313F-HRTimeline
COZAD ASSET MANAGEMENT INC39,422$2.01M0.13%+83113F-HRTimeline
Beacon Bridge Wealth Partners, LLC39,409$2.01M0.57%new13F-HRTimeline
Cordgrass Capital Advisors, LLC38,992$1.99M0.74%+5,71613F-HRTimeline