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Disclosery

PVAL PUTNAM ETF TRUST

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FOCUSED LAR CAP (fund)

147 managers (148 13F filers) reported a position in PVAL shares at 2025-03-31, 53,783,185 shares in all. 33 filers opened a position and 4 filers sold out during the quarter.

Managers
147
13F filers
148
New
33
Added
84
Reduced
19
Sold out
4
Shares held by filers
53,783,185

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,512,992$324M0.03%+2,771,72613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,031,882$192M0.01%+2,622,33113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,465,415$170M0.91%+708,11813F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,822,280$146M0.03%+919,62013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,750,951$143M0.2%+2,523,93613F-HRTimeline
Cetera Investment Advisers2,794,248$106M0.21%+483,62513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,041,657$77.7M0.08%+918,86913F-HRTimelineGroup
Amplius Wealth Advisors, LLC1,883,958$71.7M7.46%+156,16713F-HRTimeline
CWM, LLCin group CWM, LLC1,850,921$70.5M0.28%+170,19613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,724,187$65.7M0.05%+352,06213F-HRTimelineGroup
Opal Wealth Advisors, LLC1,429,509$54.4M16.78%+214,55713F-HRTimeline
HighTower Advisors, LLC1,332,525$50.7M0.07%+1,247,12513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,080,078$41.1M0.08%-7,93513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,044,169$39.8M0.01%+609,46813F-HRTimelineGroup
Harbor Group, Inc.749,153$28.5M5.7%+396,59713F-HRTimeline
Allegheny Financial Group511,611$19.5M4.99%+165,28213F-HRTimeline
Modern Wealth Management, LLC511,520$19.5M0.62%new13F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding506,676$19.3M+38,397Timeline
Sowa Financial Group, Inc.491,201$18.7M12.28%+32,78113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP469,766$17.9M0.03%+383,92713F-HRTimelineGroup
Arete Wealth Advisors, LLC395,359$15.1M1.15%+28,57113F-HRTimeline
Janney Montgomery Scott LLC381,012$14.5M0.04%+164,79813F-HRTimeline
Sanctuary Advisors, LLC378,447$14.4M0.1%-8,49413F-HRTimeline
Wealthspire Advisors, LLC371,755$14.2M0.08%+41,46613F-HRTimeline
AdvisorNet Financial, Inc368,300$14M1.04%+110,50413F-HRTimeline
Keystone Financial Services, LLC325,530$12.4M10.5%+21,60413F-HRTimeline
Geneos Wealth Management Inc.311,437$11.9M0.17%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC284,173$10.8M4.24%+193,25913F-HRTimeline
Cambridge Investment Research Advisors,…280,109$10.7M0.04%+53,76813F-HRTimeline
Redhawk Wealth Advisors, Inc.266,905$10.2M1.37%+26,34413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC250,997$9.56M0.36%+186,73413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.225,030$8.57M0.05%+104,80013F-HRTimeline
Steward Partners Investment Advisory, L…221,810$8.45M0.07%+132,33313F-HRTimeline
Empire Life Investments Inc.205,130$7.81M0.51%+6,62513F-HRTimeline
BridgePort Financial Solutions, LLC198,467$7.56M3.41%+4,79413F-HRTimeline
Embree Financial Group187,608$7.14M1.2%+146,03213F-HRTimeline
IVC Wealth Advisors LLC182,596$6.95M3.74%new13F-HRTimeline
StoneCrest Wealth Management, Inc.179,181$6.82M4.34%+4,34713F-HRTimeline
ERn Financial, LLC176,994$6.74M1.06%+7,04513F-HRTimeline
Haverford Trust Co176,103$6.71M0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC156,086$5.94M0.43%+67,43813F-HRTimeline
Coign Capital Advisors LLC154,828$5.9M4.54%+7,36013F-HRTimeline
Foundry Financial Group, Inc.154,396$5.88M3.62%+4,76613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…150,145$5.72M2.85%+14,14713F-HRTimelineGroup
Cannon Wealth Management Services, LLC148,736$5.54M4.94%+9,06613F-HRTimeline
New England Private Wealth Advisors LLC142,420$5.42M0.84%+25,80913F-HRTimeline
Atria Investments, Inc139,159$5.3M0.07%-20,43213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…138,551$5.28M<0.01%+53,46013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC135,867$5.17M2.03%new13F-HRTimeline
Integrated Advisors Network LLC134,817$5.13M0.26%-3,03013F-HRTimeline
LPL Financial LLC132,996$5.06M<0.01%+53,50513F-HRTimeline
Per Stirling Capital Management, LLC.126,859$4.83M0.69%+83613F-HRTimeline
Able Wealth Management LLC121,610$4.63M2.75%+42,37713F-HRTimeline
Sovran Advisors, LLC126,964$4.5M0.58%+16,61613F-HRTimeline
Tempus Wealth Planning, LLC109,520$4.17M1.25%+2,00013F-HRTimeline
CENTRAL TRUST Co102,921$3.92M0.1%+12,70013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC102,225$3.89M0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.90,487$3.45M0.04%-6,34713F-HRTimeline
Midwest Capital Advisors, LLC89,992$3.43M2.1%+10,32613F-HRTimeline
J.W. COLE ADVISORS, INC.82,323$3.13M0.1%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP82,211$3.13M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.77,587$2.95M0.08%+20,21113F-HRTimeline
SeaCrest Wealth Management, LLC76,355$2.91M0.33%+14,25013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,471$2.8M<0.01%+9,44213F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp73,278$2.79M<0.01%+7,58513F-HRTimelineGroup
Sigma Planning Corp71,249$2.71M0.09%-1,87413F-HRTimeline
Provident Wealth Management, LLC66,014$2.51M0.87%-21,03813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.62,969$2.4M0.17%+34,81813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,499$2.38M<0.01%new13F-HR/ATimelineGroup
GGM Financial LLC59,225$2.26M1.54%-353,41013F-HRTimeline
D.A. DAVIDSON & CO.56,312$2.14M0.02%-6,02013F-HRTimeline
Rollins Financial Advisors, LLC55,783$2.12M0.37%+39,13713F-HR/ATimeline
Patriot Financial Group Insurance Agenc…53,853$2.05M0.28%-56,88213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC53,538$2.04M0.26%+43,56713F-HRTimelineGroup
MAI Capital Management42,187$1.61M0.01%+12,96013F-HRTimeline
WealthCare Investment Partners, LLC40,682$1.41M0.6%-2,16613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,046$1.37M0.08%+2,64713F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,944$1.33M0.04%+2,87613F-HRTimelineGroup
MGO ONE SEVEN LLC33,399$1.27M0.05%+15,47413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,489$1.19M0.11%+1,39313F-HR/ATimeline
SENTINEL PENSION ADVISORS, LLC30,586$1.16M0.21%+1,03213F-HRTimeline
Dynamic Advisor Solutions LLC27,605$1.05M0.03%+4,02313F-HRTimeline
Belpointe Asset Management LLC27,430$1.04M0.05%+2,13113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,282$1M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,800$944K<0.01%new13F-HRTimelineGroup
SteelPeak Wealth, LLC23,131$881K0.04%-17,67913F-HRTimeline
Trademark Financial Management, LLC22,856$870K0.66%new13F-HRTimeline
Cox Capital Mgt LLC22,779$867K0.63%+2,11213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,674$825K<0.01%-1,60913F-HRTimelineGroup
IFP Advisors, Inc21,588$822K0.03%+3,90013F-HRTimeline
Kingsman Wealth Management, Inc.21,001$800K0.58%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,700$788K0.01%+3,00013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,398$739K<0.01%-69,18013F-HRTimeline
Cyndeo Wealth Partners, LLC17,479$666K0.04%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…17,254$657K0.12%new13F-HRTimelineGroup
Patten Group, Inc.16,996$647K0.15%new13F-HRTimeline
Barnes Wealth Management Group, Inc15,815$602K0.39%+57813F-HRTimeline
Avantax Planning Partners, Inc.14,333$546K0.02%013F-HRTimeline
Merit Financial Group, LLC14,285$544K0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP12,600$480K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,571$479K0.01%+3,20013F-HRTimeline
CW Advisors, LLC12,467$476K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,432$473K<0.01%+12,14813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,302$468K<0.01%new13F-HRTimelineGroup
World Investment Advisors12,207$465K0.01%+5,73113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,070$460K0.01%+29213F-HRTimelineGroup
Brand Asset Management Group, Inc.11,824$450K0.19%-2,75013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,731$447K<0.01%013F-HRTimeline
Principle Wealth Partners LLC11,267$429K0.03%+3,75413F-HRTimeline
Waverly Advisors, LLC10,661$406K<0.01%+33613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,004$377K0.06%+6213F-HRTimeline
Nvest Financial, LLC9,504$362K0.19%013F-HRTimeline
Key Client Fiduciary Advisors, LLC9,408$358K0.17%+43813F-HRTimeline
COZAD ASSET MANAGEMENT INC9,343$356K0.04%+2,39413F-HRTimeline
Brookwood Investment Group LLC9,299$354K0.06%13F-HRTimeline
Cordgrass Capital Advisors, LLC8,927$340K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC8,588$326K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC7,932$302K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC7,790$297K0.02%+68013F-HRTimeline
Carnegie Investment Counsel8,563$292K0.01%013F-HRTimeline
Integrated Investment Consultants, LLC7,489$285K0.06%new13F-HR/ATimeline
WESPAC Advisors, LLC7,461$284K0.23%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …7,232$275K0.12%-1,83913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC6,839$260K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,666$254K<0.01%+95513F-HRTimelineGroup
WEDBUSH SECURITIES INC6,635$253K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.6,470$246K<0.01%new13F-HRTimeline
COMERICA BANK6,350$242K<0.01%+84113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,300$240K0.02%new13F-HRTimeline
NewEdge Advisors, LLC6,073$231K<0.01%-51713F-HRTimeline
Next Level Private LLC5,917$225K0.08%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,734$218K0.05%+6413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,092$118K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,000$114K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,980$109K<0.01%+30013F-HRTimeline
Federation des caisses Desjardins du Qu…2,790$106K<0.01%+2,02513F-HRTimeline
Northwest Capital Management Inc2,671$102K0.04%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,210$84.2K<0.01%+2,09813F-HRTimelineGroup
Clark Wealth Partners1,730$65.9K0.05%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.802$26.9K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management650$24.8K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC315$12K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC291$11.1K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$7.62K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…162$6.17K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC9$351<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-13,21013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.