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Disclosery

PVAL PUTNAM ETF TRUST

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FOCUSED LAR CAP (fund)

258 managers (261 13F filers) reported a position in PVAL shares at 2025-12-31, 127,816,954 shares in all. 56 filers opened a position and 6 filers sold out during the quarter.

Managers
258
13F filers
261
New
56
Added
156
Reduced
24
Sold out
6
Shares held by filers
127,816,954

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Carnegie Investment Counsel8,563$390K0.01%013F-HRTimeline
Farther Finance Advisors, LLC8,536$389K<0.01%+81713F-HRTimeline
Elevation Wealth Management LLC8,256$376K0.36%13F-HRTimeline
WEDBUSH SECURITIES INC7,905$360K0.01%+1,27013F-HRTimeline
CIBC WORLD MARKET INC.7,720$352K<0.01%013F-HRTimeline
Revisor Wealth Management LLC7,308$338K0.09%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,075$322K0.12%new13F-HRTimeline
Perigon Wealth Management, LLC6,555$299K0.01%013F-HRTimeline
Lantern Wealth Advisors, LLC6,426$293K0.16%+1,19413F-HRTimeline
Everest Financial Group LLC6,303$287K0.06%13F-HRTimeline
VICUS CAPITAL6,066$276K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc.6,015$274K0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,855$267K<0.01%-5,93113F-HRTimelineGroup
Next Level Private LLC5,733$261K0.07%+2813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,714$260K0.02%-97913F-HRTimeline
Brand Asset Management Group, Inc.5,695$260K0.07%+1513F-HRTimeline
Strategic Blueprint, LLC5,513$251K0.01%+16813F-HRTimeline
Sonoma Allocations LLC5,122$244K0.08%new13F-HRTimeline
Clark Wealth Partners5,071$231K0.14%013F-HRTimeline
AE Wealth Management LLC4,987$227K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,903$223K<0.01%new13F-HRTimeline
Thompson David Blair4,882$222K0.13%13F-HRTimeline
Savvy Advisors, Inc.4,740$216K0.01%-8,14313F-HRTimeline
Fingerlakes Wealth Management, Inc.4,675$213K0.14%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,558$208K0.01%new13F-HRTimeline
Rockbridge Investment Management, LCC4,401$201K0.02%-86813F-HRTimeline
Federation des caisses Desjardins du Qu…3,557$162K<0.01%-18013F-HRTimeline
Allworth Financial LP3,199$146K<0.01%+21913F-HRTimeline
SIGNATUREFD, LLC2,623$120K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,519$115K<0.01%+2413F-HRTimelineGroup
CoreCap Advisors, LLC2,364$108K<0.01%-51413F-HRTimeline
Clarity Asset Management, Inc.2,121$96.7K0.05%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,070$94.3K<0.01%+2,00613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,675$76.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,350$61.5K<0.01%new13F-HRTimeline
Northwest Capital Management Inc1,293$58.9K0.26%-2,67113F-HRTimeline
Global Retirement Partners, LLC1,280$58.3K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,225$55.8K0.04%013F-HRTimeline
MCF Advisors LLC1,167$53.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,136$51.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC491$22.4K<0.01%+46213F-HRTimelineGroup
Manchester Capital Management LLC418$19K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC402$18.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners306$13.9K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.277$12.6K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC250$11K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…228$10.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV200$9.11K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.174$7.92K<0.01%+113F-HRTimeline
Horizon Investments, LLC164$7.47K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC146$6.65K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC127$5.79K<0.01%new13F-HRTimeline
Team Financial Group, LLC113$5.15K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$4.01K<0.01%+913F-HRTimelineGroup
Root Financial Partners, LLC70$3.19K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC22$1K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.1$60<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$46<0.01%new13F-HRTimelineGroup