Skip to content
Disclosery

PVAL PUTNAM ETF TRUST

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,207,325$1.1B0.08%+11,785,31513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,566,730$436M0.03%+1,906,37313F-HR/ATimelineGroup
Cetera Investment Advisers6,853,915$312M0.34%+1,484,57113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,852,855$312M3.44%+1,009,48513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,419,487$293M1.39%13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,124,640$234M0.31%+234,95013F-HRTimeline
UBS Group AGin group UBS Group AG5,037,434$230M0.05%+408,24813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,603,577$210M0.13%+410,94513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,064,113$185M+141,821Timeline
CWM, LLCin group CWM, LLC3,249,628$148M0.4%+195,14013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,158,392$98.4M0.09%+31,52613F-HRTimelineGroup
Amplius Wealth Advisors, LLC2,039,763$93M7.8%+32,92513F-HRTimeline
Modern Wealth Management, LLC1,985,251$90.5M1.65%+788,74413F-HRTimeline
Allegheny Financial Group1,982,142$90.3M13.37%+561,59013F-HRTimeline
Cambridge Investment Research Advisors,…1,571,225$71.6M0.19%+467,12113F-HRTimeline
Opal Wealth Advisors, LLC1,539,491$70.2M18.29%+26,15813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,530,877$69.8M0.01%+689,52713F-HRTimelineGroup
HighTower Advisors, LLC1,228,854$56M0.06%+38,75813F-HRTimeline
Oak Barrel Wealth Advisory LLC1,190,955$54.3M32.44%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,123,312$51.2M+372,006Timeline
Corient Private Wealth LPin group Corient Private Wealth LP1,100,388$50.1M0.07%+477,42713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,013,832$47.5M0.06%+18,24113F-HRTimeline
Sanctuary Advisors, LLC995,269$45.4M0.25%+61,94113F-HRTimeline
AUCTUS ADVISORS LLC956,522$43.6M40.18%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC937,476$42.7M1.18%+115,80113F-HR/ATimelineGroup
Harbor Group, Inc.848,271$38.7M5.79%+21,78913F-HRTimeline
Wealthspire Advisors, LLC830,187$37.8M0.3%+501,52813F-HRTimeline
Geneos Wealth Management Inc.826,781$37.7M0.92%+80,45913F-HRTimeline
Drake & Associates, LLC795,851$36.3M7.22%+71,87913F-HRTimeline
Bleakley Financial Group, LLC779,036$35.5M0.62%new13F-HRTimeline
LPL Financial LLC776,080$35.4M0.01%+370,89613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…772,511$35.2M0.06%new13F-HRTimelineGroup
RFG Advisory, LLC759,205$34.6M0.65%+371,14013F-HRTimeline
Janney Montgomery Scott LLC742,130$33.8M0.08%+253,36813F-HRTimeline
SAX WEALTH ADVISORS, LLC686,031$31.3M1.47%+152,88213F-HRTimeline
HANCOCK WHITNEY CORP670,090$30.5M0.55%new13F-HRTimeline
MML INVESTORS SERVICES, LLC631,725$28.8M0.07%+166,58813F-HRTimeline
Arete Wealth Advisors, LLC618,804$28.2M1.95%+19,30113F-HR/ATimeline
Embree Financial Group606,936$27.7M3.4%+269,35313F-HRTimeline
Sowa Financial Group, Inc.571,015$26M13.55%+22,74213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551,609$25.1M0.05%+461,15513F-HR/ATimelineGroup
AdvisorNet Financial, Inc528,175$24.1M1.28%+37,63913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500,633$22.8M0.01%+297,58613F-HRTimelineGroup
OneDigital Investment Advisors LLC490,766$22.4M0.22%+170,01913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC460,074$21M5.17%+76,43713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP447,913$20.4M0.03%-29,86213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.437,315$19.9M0.03%+31,36313F-HRTimelineGroup
Towneley Capital Management, Inc / DE429,271$19.6M4.12%+3,16813F-HRTimeline
Cooper Financial Group427,522$19.5M2.07%+15,42313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp401,379$18.3M0.06%+207,19313F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED397,649$18.2M1.23%+357,10813F-HRTimeline
Dogwood Wealth Management LLC369,699$16.8M7.42%new13F-HRTimeline
Aurdan Capital Management, LLC369,142$16.8M5.19%+33,39013F-HRTimeline
Steward Partners Investment Advisory, L…362,520$16.5M0.09%+54,43013F-HRTimeline
Weil Company, Inc.358,446$16.3M3.76%+30,97513F-HRTimeline
BridgePort Financial Solutions, LLC357,272$16.3M4.37%+10,89513F-HRTimeline
Keystone Financial Services, LLC355,400$16.2M11.03%+5,27613F-HRTimeline
Snowden Capital Advisors LLC344,079$15.7M0.4%new13F-HRTimeline
IVC Wealth Advisors LLC311,832$14.2M6.18%+4,17013F-HRTimeline
Haverford Trust Co310,102$14.1M0.13%+62,73113F-HRTimeline
CENTRAL TRUST Co309,966$14.1M0.28%+1,55513F-HRTimeline
Redhawk Wealth Advisors, Inc.300,184$13.7M1.53%+17,27813F-HRTimeline
Retirement Management Systems Inc.291,909$13.3M3.4%13F-HRTimeline
Coign Capital Advisors LLC282,169$12.9M6.73%+9,44113F-HRTimeline
Smartleaf Asset Management LLC272,943$12.5M0.47%+80,71213F-HRTimeline
Frontier Asset Management, LLC270,736$12.3M2.86%+16,53713F-HRTimeline
Able Wealth Management LLC268,811$12.2M3.88%+43,43213F-HRTimeline
MAI Capital Management232,230$10.6M0.06%+70,32013F-HRTimeline
Integrated Advisors Network LLC231,271$10.5M0.47%+74,43913F-HRTimeline
Atria Investments, Inc228,286$10.4M0.12%+12,37713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC214,930$9.79M3.24%+4,70113F-HRTimeline
Rollins Financial Advisors, LLC209,695$9.56M1.4%+79,77213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…203,679$9.28M0.01%+30,05013F-HRTimelineGroup
StoneCrest Wealth Management, Inc.203,474$9.27M3.74%+17,70013F-HRTimeline
Trademark Financial Management, LLC199,606$9.1M5.01%+55,67713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC195,200$8.9M0.07%new13F-HRTimelineGroup
Visionary Wealth Advisors194,124$8.85M0.4%+73,86313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.176,821$8.06M0.32%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …170,008$7.99M0.25%+48,94813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.172,070$7.84M0.16%+42,00613F-HRTimeline
U.S. Capital Wealth Advisors, LLC167,421$7.63M0.2%+113,36113F-HRTimeline
Foundry Financial Group, Inc.164,693$7.51M3.76%+2,28213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO160,265$7.3M<0.01%+90,15413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,259$7.17M<0.01%+62,91413F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…152,929$6.97M2.51%-16,54313F-HRTimelineGroup
Midwest Financial Group LLC150,304$6.85M3.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.144,709$6.59M0.16%+26,98413F-HRTimeline
Per Stirling Capital Management, LLC.143,149$6.52M0.73%+6,32313F-HRTimeline
ERn Financial, LLC139,276$6.35M1.19%+7,40113F-HRTimeline
New England Private Wealth Advisors LLC137,765$6.28M0.78%+13,33113F-HR/ATimeline
Key Client Fiduciary Advisors, LLC134,798$6.14M2.13%+123,22813F-HRTimeline
Sovran Advisors, LLC129,464$6.09M0.52%+3,12213F-HRTimeline
Patriot Financial Group Insurance Agenc…130,288$5.94M0.71%-7,41513F-HRTimeline
Midwest Capital Advisors, LLC129,186$5.89M2.82%+20,46213F-HRTimeline
Empire Life Investments Inc.118,301$5.4M0.3%+22,87613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.116,036$5.29M0.3%+16,08813F-HRTimelineGroup
Prostatis Group LLC115,733$5.27M1.26%+28,49313F-HRTimeline
Merit Financial Group, LLC115,056$5.24M0.04%+31,88313F-HRTimeline
Cannon Wealth Management Services, LLC111,765$5.09M3.6%-48,78713F-HRTimeline
SeaCrest Wealth Management, LLC110,018$5.09M0.52%+3,77813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,180$5.02M<0.01%+40,18813F-HRTimelineGroup
Valmark Advisers, Inc.105,474$4.81M0.06%+82,73213F-HRTimeline
GGM Financial LLC104,395$4.76M2.31%+2,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,467$4.44M0.01%+77,06713F-HRTimelineGroup
USAdvisors Wealth Management, LLC95,407$4.35M1.43%new13F-HRTimeline
RDA Financial Network93,797$4.27M1.03%new13F-HRTimeline
&PARTNERS92,766$4.27M0.02%+16,64713F-HRTimeline
MGO ONE SEVEN LLC91,581$4.17M0.09%+39,61613F-HRTimeline
Horizon Family Wealth, Inc.91,395$4.16M2.22%+1313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…87,617$3.99M0.05%+19,12713F-HRTimelineGroup
MOTCO83,738$3.82M0.35%+6,16613F-HRTimeline
Indivisible Partners80,298$3.66M0.4%13F-HRTimeline
IFP Advisors, Inc80,274$3.66M0.08%+2,00813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,214$3.66M<0.01%+41,11413F-HRTimelineGroup
Sigma Planning Corp77,404$3.53M0.1%+10,81413F-HRTimeline
Athena Wealth Management, LLC76,507$3.49M3.39%13F-HRTimeline
D.A. DAVIDSON & CO.68,321$3.11M0.02%-70,22013F-HRTimeline
Faithward Advisors, LLC67,724$3.09M0.45%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,399$3.07M0.1%+5,95513F-HRTimelineGroup
Tempus Wealth Planning, LLC67,236$3.06M0.7%+1,90013F-HRTimeline
Qube Research & Technologies Ltd67,060$3.06M<0.01%+14,96613F-HRTimeline
Tower Wealth Partners, Inc.66,954$3.05M1.68%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO62,209$2.83M2.45%13F-HRTimeline
Belpointe Asset Management LLC60,836$2.77M0.1%+25,57713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC53,879$2.46M1.69%+39,24713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC53,690$2.45M1.67%new13F-HRTimeline
Ballew Advisors, Inc51,962$2.43M1.37%+8,92613F-HRTimeline
Provident Wealth Management, LLC53,230$2.43M0.72%-6,42013F-HRTimeline
Beacon Pointe Advisors, LLC53,047$2.42M0.02%+41,92013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC51,231$2.33M0.02%-4,30013F-HRTimeline
Patten Group, Inc.48,237$2.2M0.41%+22,09213F-HRTimeline
Elyxium Wealth, LLC47,155$2.15M0.63%+24,47313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC45,177$2.06M0.26%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,937$1.91M0.02%+9,52213F-HRTimelineGroup
WESPAC Advisors, LLC41,882$1.91M1.03%+18,39213F-HRTimeline
Peck Wealth Management, LLC41,072$1.87M1.77%+4,06613F-HRTimeline
Waverly Advisors, LLC39,674$1.81M0.01%+25,51313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.39,556$1.8M0.08%+2,46813F-HRTimelineGroup
WealthCare Investment Partners, LLC37,364$1.72M0.5%+1613F-HRTimeline
Dynamic Advisor Solutions LLC37,306$1.7M0.05%+5,94113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,546$1.62M0.03%+1,31613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC33,904$1.54M0.12%+12,84713F-HRTimeline
Cordgrass Capital Advisors, LLC33,065$1.51M0.36%+24,13813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC32,674$1.49M1.5%+1,06213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT32,448$1.48M0.09%013F-HRTimeline
Breakwater Capital Group31,898$1.45M0.2%+20,91513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,604$1.44M0.03%+14,09313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,087$1.42M<0.01%+1,21313F-HRTimelineGroup
Integrated Investment Consultants, LLC30,702$1.4M0.27%+2,20013F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,959$1.27M0.03%+41313F-HRTimelineGroup
COMERICA BANK26,297$1.2M<0.01%+16,91713F-HRTimeline
ATX Financial Planning, LLC26,230$1.2M0.92%13F-HRTimeline
RMR Wealth Builders24,615$1.12M0.09%+7,41613F-HRTimeline
Kingsview Wealth Management, LLC24,514$1.12M0.02%new13F-HRTimeline
Cox Capital Mgt LLC22,721$1.06M0.66%-10713F-HRTimeline
Heritage Trust Co23,154$1.06M0.11%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,066$1.05M0.01%+7,02713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,620$1.03M0.04%+11,96113F-HRTimelineGroup
GK Wealth Management LLC22,240$1.01M0.74%new13F-HRTimeline
Marks Group Wealth Management, Inc21,695$989K0.09%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,657$987K0.02%+21,11013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,449$932K<0.01%+13,67313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC19,877$906K0.07%new13F-HRTimeline
World Investment Advisors19,809$903K0.01%+4,18913F-HR/ATimeline
Greenline Wealth Management LLC19,733$899K0.93%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding19,096$870K+650Timeline
FSA WEALTH PARTNERS, INC.18,964$864K0.31%new13F-HRTimeline
Kingsman Wealth Management, Inc.18,594$847K0.46%-32713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,516$844K0.02%+51813F-HRTimeline
Cyndeo Wealth Partners, LLC16,561$755K0.04%-1,83913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC16,093$733K0.06%+43513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,337$699K0.01%+9,65813F-HRTimelineGroup
Barnes Wealth Management Group, Inc14,992$683K0.37%-15813F-HRTimeline
Wealthspire Retirement, LLC14,606$666K0.04%new13F-HRTimeline
Clear Point Advisors Inc.14,152$645K0.5%-1,00113F-HRTimeline
Avantax Planning Partners, Inc.14,026$639K0.02%-4713F-HRTimeline
Continuum Advisory, LLC13,791$628K0.06%new13F-HRTimeline
Quantinno Capital Management LP13,332$608K<0.01%+5,69013F-HRTimeline
Aspire Capital Advisors LLC13,079$596K0.14%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC13,008$592K0.1%+1,97613F-HRTimeline
Processus Wealth & Capital Management, …12,618$575K0.38%+2,40413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,127$553K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,102$551K<0.01%-50113F-HRTimelineGroup
Mayfair Advisory Group, LLC11,591$533K0.21%+5,70013F-HRTimeline
Private Advisor Group, LLC10,860$495K<0.01%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,852$495K0.08%-2,87713F-HRTimeline
SteelPeak Wealth, LLC10,779$491K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,636$485K0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,583$482K0.06%+25613F-HRTimeline
MANCHESTER FINANCIAL INC10,479$478K0.09%new13F-HRTimeline
Integrity Financial Corp /WA10,220$466K0.24%new13F-HRTimeline
Principle Wealth Partners LLC10,147$462K0.03%-23513F-HRTimeline
John W. Brooker & Co., CPAs10,143$462K0.83%new13F-HRTimeline
Verdence Capital Advisors LLC9,471$432K0.03%+24913F-HRTimeline
CALTON & ASSOCIATES, INC.9,129$416K0.06%+1,41013F-HRTimeline
Secure Asset Management, LLC9,002$410K0.06%new13F-HRTimeline
SMITH, MOORE & CO.8,796$401K0.03%+18613F-HRTimeline
Nvest Financial, LLC8,784$400K0.17%+2,36513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,607$392K0.02%+1513F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC8,600$392K0.17%13F-HRTimeline