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Disclosery

PVAL PUTNAM ETF TRUST

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FOCUSED LAR CAP (fund)

373 managers (381 13F filers) reported a position in PVAL shares at 2026-06-30, 197,269,587 shares in all. 83 filers opened a position and 18 filers sold out during the quarter.

Managers
373
13F filers
381
New
83
Added
207
Reduced
61
Sold out
18
Shares held by filers
197,269,587

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
WealthCare Investment Partners, LLC36,912$1.88M0.46%-21113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,500$1.86M<0.01%+7,40013F-HRTimeline
Kingsman Wealth Management, Inc.35,952$1.83M0.86%-3,85813F-HRTimeline
JT Stratford LLC34,880$1.78M0.19%+9,43613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC33,326$1.7M1.39%+10613F-HRTimeline
Federation des caisses Desjardins du Qu…32,122$1.64M0.01%+28,21213F-HRTimeline
Wealthspire Retirement, LLC30,907$1.57M0.09%+6,72513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,402$1.5M0.02%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC29,129$1.48M0.29%+2,12513F-HRTimeline
Integrity Financial Corp /WA28,656$1.46M0.7%+1,08913F-HRTimeline
Greenline Wealth Management LLC27,583$1.41M1.15%+31813F-HRTimeline
KINTRA WEALTH, LLC25,503$1.39M0.07%+9,27713F-HRTimeline
Farther Finance Advisors, LLC26,123$1.33M0.01%+14,11513F-HRTimeline
GWN SECURITIES INC.26,035$1.33M0.22%+86213F-HRTimeline
Focus Financial Network, Inc.25,976$1.32M0.04%-10,20413F-HRTimeline
Vise Technologies, Inc.25,921$1.32M0.01%new13F-HRTimeline
RMR Wealth Builders24,847$1.27M0.08%+6113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.24,660$1.26M0.4%+13,40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,150$1.18M0.01%+54913F-HRTimeline
Gladstone Institutional Advisory LLC22,415$1.14M0.04%+17,52113F-HRTimeline
Cox Capital Mgt LLC22,185$1.13M0.63%-67513F-HRTimeline
Kovack Advisors, Inc.22,080$1.12M0.05%new13F-HRTimeline
SMITH, MOORE & CO.21,588$1.1M0.07%+2,78713F-HRTimeline
Mayflower Financial Advisors, LLC21,056$1.07M0.09%+3,32613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT20,904$1.07M0.06%-17,64813F-HRTimeline
GK Wealth Management LLC20,720$1.06M0.64%new13F-HRTimeline
Betterment LLC20,099$1.02M<0.01%+6,23213F-HRTimeline
Mayfair Advisory Group, LLC18,702$980K0.3%+2,62113F-HRTimeline
PCG Wealth Advisors, LLC18,865$961K0.21%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC17,974$916K<0.01%new13F-HRTimelineGroup
John W. Brooker & Co., CPAs17,964$915K1.11%+5,69513F-HRTimeline
Simplicity Wealth,LLC17,769$905K0.03%+2,95113F-HRTimeline
Runnymede Capital Advisors, Inc.17,564$895K0.53%-2,85013F-HRTimeline
Accurate Wealth Management, LLC16,921$877K0.08%+33113F-HRTimeline
Prospera Financial Services Inc17,057$869K0.01%+4,89413F-HRTimeline
Main Street Financial Solutions, LLC16,770$854K0.05%+21013F-HRTimeline
VICUS CAPITAL16,721$852K0.05%+6,93213F-HRTimeline
Verdence Capital Advisors LLC16,494$840K0.04%+7,01613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,480$840K<0.01%-2,97913F-HRTimelineGroup
Aspire Capital Advisors LLC16,193$825K0.16%+1,56313F-HRTimeline
Cyndeo Wealth Partners, LLC15,967$814K0.04%-413F-HRTimeline
WEALTH ALLIANCE, LLC15,387$784K0.07%+7,09513F-HRTimeline
Clear Point Advisors Inc.15,190$774K0.69%-1,37613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,032$766K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc14,967$763K0.35%-80313F-HRTimeline
Processus Wealth & Capital Management, …14,486$738K0.44%+1,01113F-HR/ATimeline
Cedar Mountain Advisors, LLC14,166$722K0.12%new13F-HRTimeline
Scarborough Advisors, LLC14,035$721K0.08%new13F-HRTimeline
Avantax Planning Partners, Inc.13,638$695K0.02%-35613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,400$683K0.08%+3,56113F-HRTimeline
PRIVATE TRUST CO NA13,314$678K0.05%new13F-HRTimeline
MANCHESTER FINANCIAL INC13,078$666K0.12%+1,27813F-HRTimeline
GREENWOOD GEARHART LLC12,924$658K0.03%new13F-HRTimeline
LWM Advisory Services, LLC12,854$655K1.17%new13F-HRTimeline
Spartan Wealth Advisory Services LLC12,680$646K0.05%+10013F-HRTimeline
LaSalle St. Investment Advisors, LLC12,314$627K0.08%-52513F-HRTimeline
Third View Private Wealth, LLC12,162$620K0.08%+1,84813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,102$617K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC12,041$613K0.14%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC11,794$610K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,338$578K<0.01%+2,27213F-HRTimelineGroup
Advyzon Investment Management, LLC11,313$576K0.04%+1,90813F-HRTimeline
R2 Capital Strategies, LLC11,243$573K0.26%13F-HRTimeline
Strategic Blueprint, LLC11,229$572K0.03%+1,30613F-HRTimeline
Madison Wealth Partners, Inc11,044$563K0.07%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,006$561K0.02%+5,31813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,660$544K0.02%-31,03313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,636$542K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC10,602$540K0.02%+4,21713F-HRTimeline
Facet Wealth, Inc.10,232$521K0.01%new13F-HRTimeline
Regal Investment Advisors LLC10,106$515K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC10,082$514K0.01%+1,00613F-HRTimeline
Elevation Wealth Management LLC9,770$498K0.37%+65513F-HRTimeline
First Bank & Trust9,737$496K0.07%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,491$493K0.06%-19413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,493$484K0.04%+1,20913F-HRTimelineGroup
Arkadios Wealth Advisors9,414$480K0.01%new13F-HRTimeline
AE Wealth Management LLC9,270$472K<0.01%+3,24713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,266$472K<0.01%new13F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC9,109$464K0.16%+50913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,933$455K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,896$453K0.02%+8,69613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,813$449K0.01%+48413F-HRTimelineGroup
Nvest Financial, LLC8,789$448K0.14%+513F-HRTimeline
Carnegie Investment Counsel8,563$436K0.01%013F-HRTimeline
Marin Bay Wealth Advisors, LLC8,474$432K0.23%new13F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC8,427$429K0.03%-6,79913F-HRTimelineGroup
NewEdge Wealth, LLC8,265$421K<0.01%new13F-HRTimeline
Meadowbrook Advisors Group, LLC8,252$420K0.22%new13F-HRTimeline
NewEdge Advisors, LLC8,205$418K<0.01%+49413F-HRTimeline
Lantern Wealth Advisors, LLC8,094$412K0.19%+1,35213F-HRTimeline
Ausdal Financial Partners, Inc.8,017$408K0.02%+1,47113F-HRTimeline
FMR LLCin group FMR LLC7,777$396K<0.01%+1,57313F-HRTimelineGroup
CIBC WORLD MARKET INC.7,720$393K<0.01%013F-HRTimeline
Heritage Wealth Management, Inc.7,630$389K0.1%new13F-HRTimeline
Argent Trust Co7,550$385K0.01%+3,00013F-HRTimeline
Insight Wealth Partners, LLC7,411$378K0.05%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,025$375K0.08%new13F-HRTimeline
Regatta Research & Money Management6,917$352K0.33%13F-HRTimeline
Waldron Private Wealth LLC6,784$346K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,751$344K<0.01%+2,33313F-HRTimeline
BOKF, NAin group BOKF, NA6,729$343K<0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC6,550$334K0.02%-2,55013F-HRTimeline
CARLSON FINANCIAL, INC.6,485$330K0.17%new13F-HRTimeline
Revisor Wealth Management LLC6,442$328K0.08%-49713F-HRTimeline
Axis Wealth Partners, LLC6,213$317K0.15%new13F-HRTimeline
Next Level Private LLC6,001$306K0.06%+1813F-HRTimeline
IHT Wealth Management, LLC5,900$301K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,855$298K<0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,731$292K0.02%+1713F-HRTimeline
Creative Planningin group Creative Planning5,377$274K<0.01%-3,31013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,238$267K<0.01%new13F-HRTimelineGroup
Baron Wealth Management LLC5,212$266K0.07%013F-HRTimeline
John A. Wolfe & Associates, Inc.5,119$261K0.36%+1413F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,720$240K0.04%+19713F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …4,698$239K0.07%new13F-HRTimelineGroup
Encompass More Asset Management4,677$238K0.03%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.4,675$238K0.13%013F-HRTimeline
Savvy Advisors, Inc.4,653$237K0.01%-8913F-HRTimeline
Lynx Investment Advisory4,621$235K0.08%013F-HRTimeline
Rockbridge Investment Management, LCC4,552$232K0.02%+14713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,464$227K<0.01%new13F-HR/ATimeline
Aureus Asset Management, LLC4,407$225K0.01%013F-HRTimeline
Savant Capital, LLC4,388$214K<0.01%new13F-HRTimeline
Three Cord True Wealth Management, LLC3,992$203K0.1%new13F-HRTimeline
COFG Advisors, LLC3,927$200K0.03%new13F-HRTimeline
Clearstead Advisors, LLC3,077$157K<0.01%new13F-HRTimeline
Tidemark, LLC3,054$156K0.04%new13F-HRTimeline
SIGNATUREFD, LLC2,623$134K<0.01%-74813F-HRTimeline
CoreCap Advisors, LLC2,365$120K<0.01%-713F-HRTimeline
Allworth Financial LP2,336$119K<0.01%-1,50013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,300$118K0.01%+35013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,779$90.6K+479Timeline
ROTHSCHILD INVESTMENT LLC1,675$85.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,574$80.2K<0.01%+1,47713F-HRTimeline
Community Bank, N.A.1,550$79K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,406$71.6K0.03%+74813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,325$67.5K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,138$58K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,104$56.2K<0.01%+72213F-HRTimelineGroup
Signature Equity Partners, LLC1,027$52.3K0.02%-58113F-HRTimeline
First Command Advisory Services, Inc.856$43.6K<0.01%new13F-HRTimeline
FIRST HORIZON CORP822$41.9K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO770$39.2K<0.01%013F-HRTimelineGroup
NorthAvenue LLC603$30.7K0.02%new13F-HRTimeline
Chung Wu Investment Group, LLC510$26K0.02%new13F-HRTimeline
Delos Wealth Advisors, LLC500$25.5K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…443$22.6K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…438$22.3K<0.01%+3013F-HRTimelineGroup
Manchester Capital Management LLC418$21.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC367$18.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC288$14.7K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC250$13K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS219$11.2K<0.01%new13F-HRTimeline
PlanVest Financial, Inc197$10K0.01%+9013F-HRTimeline
Abound Wealth Management188$9.58K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.174$8.88K<0.01%013F-HRTimeline
Horizon Investments, LLC164$8.34K<0.01%-16413F-HRTimeline
Cornerstone Planning Group LLC157$8.24K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC134$6.83K<0.01%-1213F-HRTimeline
IAG Wealth Partners, LLC127$6.47K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC125$6.37K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC120$6.11K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.85$4K<0.01%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.72$3.67K<0.01%new13F-HRTimelineGroup
NBH Bank71$3.62K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…49$2.5K<0.01%-1,98713F-HRTimelineGroup
Central Pacific Bank - Trust Division37$1.89K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33$1.68K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.26$1.32K<0.01%new13F-HRTimeline
Crews Bank & Trust25$1.27K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$67<0.01%013F-HRTimeline
Elequin Capital, LP1$51<0.01%-401,08513F-HRTimeline