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Disclosery

PVAL PUTNAM ETF TRUST

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FOCUSED LAR CAP (fund)

311 managers (315 13F filers) reported a position in PVAL shares at 2026-03-31, 161,219,555 shares in all. 76 filers opened a position and 21 filers sold out during the quarter.

Managers
311
13F filers
315
New
76
Added
181
Reduced
36
Sold out
21
Shares held by filers
161,219,555

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Main Street Financial Solutions, LLC16,560$768K0.06%new13F-HRTimeline
KINTRA WEALTH, LLC16,226$753K0.05%new13F-HRTimeline
Mayfair Advisory Group, LLC16,081$746K0.26%+4,49013F-HRTimeline
Cyndeo Wealth Partners, LLC15,971$741K0.04%-59013F-HRTimeline
Barnes Wealth Management Group, Inc15,770$732K0.37%+77813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,226$706K0.05%-86713F-HRTimelineGroup
Simplicity Wealth,LLC14,818$688K0.04%new13F-HRTimeline
Aspire Capital Advisors LLC14,630$679K0.15%+1,55113F-HRTimeline
Avantax Planning Partners, Inc.13,994$649K0.02%-3213F-HRTimeline
Betterment LLC13,867$643K<0.01%new13F-HRTimeline
Processus Wealth & Capital Management, …13,475$625K0.42%+85713F-HRTimeline
LaSalle St. Investment Advisors, LLC12,839$596K0.08%-16913F-HRTimeline
Spartan Wealth Advisory Services LLC12,580$584K0.05%13F-HRTimeline
John W. Brooker & Co., CPAs12,269$569K0.9%+2,12613F-HRTimeline
Prospera Financial Services Inc12,163$564K0.01%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,158$564K0.25%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,102$562K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC12,008$559K0.01%+3,47213F-HRTimeline
MANCHESTER FINANCIAL INC11,800$548K0.11%+1,32113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,260$522K0.19%+4,18513F-HRTimeline
CALTON & ASSOCIATES, INC.10,904$506K0.07%+1,77513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10,785$500K0.05%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,636$494K0.01%013F-HRTimelineGroup
Third View Private Wealth, LLC10,314$479K0.07%new13F-HRTimeline
Strategic Blueprint, LLC9,923$460K0.03%+4,41013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,839$457K0.06%-74413F-HRTimeline
VICUS CAPITAL9,789$454K0.03%+3,72313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,685$449K0.07%-1,16713F-HRTimeline
Verdence Capital Advisors LLC9,478$440K0.03%+713F-HRTimeline
Advyzon Investment Management, LLC9,405$436K0.04%new13F-HRTimeline
Elevation Wealth Management LLC9,115$423K0.39%+85913F-HRTimeline
Principle Wealth Partners LLC9,100$422K0.02%-1,04713F-HRTimeline
Perigon Wealth Management, LLC9,076$421K0.01%+2,52113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,066$421K<0.01%+6,54713F-HRTimelineGroup
Nvest Financial, LLC8,784$408K0.15%013F-HRTimeline
Creative Planningin group Creative Planning8,687$403K<0.01%new13F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC8,600$399K0.17%013F-HRTimeline
Carnegie Investment Counsel8,563$397K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,329$386K0.01%-7,00813F-HRTimelineGroup
WEALTH ALLIANCE, LLC8,292$385K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,284$384K0.03%-32313F-HRTimelineGroup
HRT FINANCIAL LP7,931$367K<0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.7,720$358K<0.01%013F-HRTimeline
NewEdge Advisors, LLC7,711$358K<0.01%+2,80813F-HR/ATimeline
Signature Wealth Management Group7,592$352K0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,456$346K<0.01%new13F-HRTimelineGroup
Revisor Wealth Management LLC6,939$322K0.09%-36913F-HRTimeline
Lantern Wealth Advisors, LLC6,742$313K0.16%+31613F-HRTimeline
Ausdal Financial Partners, Inc.6,546$304K0.01%new13F-HRTimeline
Western Wealth Management, LLC6,385$296K0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC6,204$288K<0.01%+5,71313F-HRTimelineGroup
AE Wealth Management LLC6,023$279K<0.01%+1,03613F-HRTimeline
Next Level Private LLC5,983$278K0.06%+25013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,855$272K<0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,714$265K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,688$264K0.01%new13F-HRTimeline
Clark Wealth Partners5,554$258K0.17%+48313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,286$245K<0.01%new13F-HRTimelineGroup
Baron Wealth Management LLC5,212$242K0.07%new13F-HRTimeline
John A. Wolfe & Associates, Inc.5,105$237K0.36%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,004$232K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,894$227K0.01%new13F-HRTimeline
Savvy Advisors, Inc.4,742$220K0.01%+213F-HRTimeline
Fingerlakes Wealth Management, Inc.4,675$217K0.14%013F-HRTimeline
Brand Asset Management Group, Inc.4,631$215K0.06%-1,06413F-HRTimeline
Lynx Investment Advisory4,621$214K0.1%new13F-HRTimeline
Argent Trust Co4,550$211K0.01%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,523$210K0.05%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,418$205K<0.01%new13F-HRTimeline
Aureus Asset Management, LLC4,407$204K0.01%new13F-HRTimeline
Rockbridge Investment Management, LCC4,405$204K0.02%+413F-HRTimeline
Federation des caisses Desjardins du Qu…3,910$181K<0.01%+35313F-HRTimeline
Allworth Financial LP3,836$178K<0.01%+63713F-HRTimeline
SIGNATUREFD, LLC3,371$156K<0.01%+74813F-HRTimeline
CoreCap Advisors, LLC2,372$110K<0.01%+813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,036$94.5K<0.01%-3413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,950$90.8K0.01%+60013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,675$77.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,608$74.6K0.04%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,325$61.5K<0.01%new13F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC1,300$60.3K<0.01%13F-HRTimelineGroup
WFA of San Diego, LLC1,225$56.8K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO770$35.7K<0.01%new13F-HRTimelineGroup
Joseph Group Capital Management742$34.4K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…658$30.5K0.01%new13F-HRTimeline
Security National Bank626$29K<0.01%new13F-HRTimeline
Blue Trust, Inc.588$27.3K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…443$20.6K<0.01%new13F-HRTimeline
Manchester Capital Management LLC418$19.4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…408$18.9K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC382$17.7K<0.01%+38113F-HRTimelineGroup
Horizon Investments, LLC328$15.2K<0.01%+16413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC288$13.4K<0.01%+20013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.277$12.9K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC250$12K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC238$11K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$9.28K<0.01%013F-HRTimeline
Abound Wealth Management188$8.72K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.174$8.07K<0.01%013F-HRTimeline
Allie Family Office LLC17,200$7.98K<0.01%new13F-HR/ATimeline
Cornerstone Planning Group LLC157$7.76K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC146$6.78K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC127$5.89K<0.01%013F-HRTimeline
PlanVest Financial, Inc107$4.96K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC97$4.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.75$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Central Pacific Bank - Trust Division37$1.72K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36$1.67K<0.01%new13F-HRTimelineGroup
Activest Wealth Management28$1.3K<0.01%new13F-HRTimeline
Crews Bank & Trust25$1.16K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.1$61<0.01%013F-HR/ATimeline