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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,914,629$1.67B0.12%+11,707,30413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,118,161$655M0.04%+4,551,43113F-HRTimelineGroup
Cetera Investment Advisers8,337,155$387M0.41%+1,483,24013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,723,844$358M4.07%+870,98913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,154,285$332M1.63%+734,79813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,662,348$309M0.43%+1,537,70813F-HRTimeline
UBS Group AGgroup of 2 filers holding5,592,667$259M+555,233Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,490,994$255M0.16%+887,41713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,645,243$216M+581,130Timeline
CWM, LLCin group CWM, LLC3,343,154$155M0.41%+93,52613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,688,577$125M0.02%+1,157,70013F-HR/ATimelineGroup
Modern Wealth Management, LLC2,304,807$107M1.84%+319,55613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,297,581$107M0.1%+139,18913F-HRTimelineGroup
Allegheny Financial Group2,281,875$106M14.27%+299,73313F-HRTimeline
Amplius Wealth Advisors, LLC1,978,456$91.8M7.65%-61,30713F-HRTimeline
Cambridge Investment Research Advisors,…1,860,587$86.3M0.22%+289,36213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,602,056$74.3M+478,744Timeline
Opal Wealth Advisors, LLC1,568,637$72.8M16.45%+29,14613F-HRTimeline
HighTower Advisors, LLC1,312,653$60.9M0.06%+83,79913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,252,442$58.1M0.08%+152,05413F-HRTimelineGroup
LPL Financial LLC1,247,690$57.9M0.02%+471,61013F-HRTimeline
Sanctuary Advisors, LLC1,183,884$54.9M0.3%+188,61513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,090,336$50.6M1.33%+152,86013F-HRTimelineGroup
Bleakley Financial Group, LLC1,029,520$47.8M0.75%+250,48413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,037,458$47.3M0.02%+536,82513F-HRTimelineGroup
Wealthspire Advisors, LLC975,073$45.2M0.36%+144,88613F-HRTimeline
AUCTUS ADVISORS LLC949,617$44.1M41.8%-6,90513F-HRTimeline
Drake & Associates, LLC894,065$41.5M7.91%+98,21413F-HRTimeline
RFG Advisory, LLC880,823$40.9M0.75%+121,61813F-HRTimeline
Harbor Group, Inc.860,780$39.9M5.77%+12,50913F-HRTimeline
Geneos Wealth Management Inc.850,637$39.5M0.92%+23,85613F-HRTimeline
HANCOCK WHITNEY CORP760,468$37.6M0.65%+90,37813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp773,456$35.9M0.12%+372,07713F-HR/ATimelineGroup
Embree Financial Group764,982$35.5M4.18%+158,04613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…699,896$32.6M0.07%-313,93613F-HRTimeline
Arete Wealth Advisors, LLC701,242$32.5M2.44%+82,43813F-HR/ATimeline
SAX WEALTH ADVISORS, LLC682,631$31.1M1.51%-3,40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…642,679$29.8M0.05%+91,07013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC628,489$29.2M0.08%-3,23613F-HRTimeline
OneDigital Investment Advisors LLC572,416$26.6M0.26%+81,65013F-HRTimeline
AdvisorNet Financial, Inc564,219$26.2M1.36%+36,04413F-HRTimeline
Sowa Financial Group, Inc.561,792$26.1M12.92%-9,22313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP550,935$25.6M0.03%+103,02213F-HRTimelineGroup
Steward Partners Investment Advisory, L…518,073$24M0.12%+155,55313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC515,765$23.9M5.82%+55,69113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.492,201$22.8M0.04%+54,88613F-HRTimelineGroup
Piedmont Capital Management, LLC486,775$22.8M11.59%new13F-HRTimeline
Towneley Capital Management, Inc / DE432,937$20.1M4.2%+3,66613F-HRTimeline
Aurdan Capital Management, LLC431,563$20M6.01%+62,42113F-HRTimeline
Frontier Asset Management, LLC412,164$19.1M4.01%+141,42813F-HRTimeline
Retirement Management Systems Inc.411,588$19.1M4.6%+119,67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.405,747$18.8M0.03%+308,28013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED404,335$18.8M1.37%+6,68613F-HRTimeline
Dogwood Wealth Management LLC394,076$18.3M7.94%+24,37713F-HRTimeline
Weil Company, Inc.393,850$18.3M4.1%+35,40413F-HRTimeline
Atria Investments, Inc392,789$18.2M0.2%+164,50313F-HRTimeline
BridgePort Financial Solutions, LLC378,033$17.5M4.97%+20,76113F-HRTimeline
Redhawk Wealth Advisors, Inc.375,296$17.4M1.92%+75,11213F-HRTimeline
MAI Capital Management375,022$17.4M0.1%+142,79213F-HRTimeline
Keystone Financial Services, LLC371,324$17.2M11.59%+15,92413F-HRTimeline
Able Wealth Management LLC352,075$16.3M4.37%+83,26413F-HRTimeline
Snowden Capital Advisors LLC350,034$16.2M0.43%+5,95513F-HRTimeline
Marks Group Wealth Management, Inc349,180$16.2M1.56%+327,48513F-HRTimeline
Bucket List Wealth Management, LLC345,536$16M9.65%new13F-HRTimeline
Haverford Trust Co336,129$15.6M0.14%+26,02713F-HRTimeline
Cooper Financial Group335,527$15.6M1.57%-91,99513F-HRTimeline
IVC Wealth Advisors LLC321,032$14.9M6.47%+9,20013F-HRTimeline
CENTRAL TRUST Co302,609$14M0.28%-7,35713F-HRTimeline
Colonial River Investments, LLC299,500$13.9M4.98%new13F-HRTimeline
Coign Capital Advisors LLC288,490$13.4M7.03%+6,32113F-HRTimeline
Valmark Advisers, Inc.288,428$13.4M0.16%+182,95413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management279,343$13M0.15%new13F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.272,146$12.6M0.51%+95,32513F-HRTimelineGroup
Smartleaf Asset Management LLC265,281$12.1M0.44%-7,66213F-HRTimeline
Qube Research & Technologies Ltd257,572$12M0.02%+190,51213F-HRTimeline
Rollins Financial Advisors, LLC255,954$11.9M1.88%+46,25913F-HRTimeline
Trademark Financial Management, LLC244,265$11.3M5.55%+44,65913F-HRTimeline
Patriot Financial Group Insurance Agenc…243,866$11.3M0.64%+113,57813F-HRTimeline
HARBOUR INVESTMENTS, INC.241,417$11.2M0.17%+69,34713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…238,567$11.1M0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…230,997$10.7M0.01%+27,31813F-HRTimelineGroup
Integrated Advisors Network LLC226,160$10.5M0.55%-5,11113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO228,189$10.4M<0.01%+67,92413F-HR/ATimelineGroup
CASTLE WEALTH MANAGEMENT LLC222,590$10.3M3.35%+7,66013F-HRTimeline
CENTAURUS FINANCIAL, INC.220,389$10.2M0.49%new13F-HRTimeline
MGO ONE SEVEN LLC217,567$10.1M0.2%+125,98613F-HRTimeline
Merit Financial Group, LLC215,034$9.98M0.07%+99,97813F-HRTimeline
Key Client Fiduciary Advisors, LLC207,134$9.61M3.3%+72,33613F-HRTimeline
StoneCrest Wealth Management, Inc.204,914$9.51M4.02%+1,44013F-HRTimeline
Visionary Wealth Advisors195,878$9.09M0.4%+1,75413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding183,588$8.91M+13,580Timeline
ROBINSON SMITH WEALTH ADVISORS LLC188,877$8.76M5.93%+135,18713F-HRTimeline
U.S. Capital Wealth Advisors, LLC185,593$8.61M0.22%+18,17213F-HRTimeline
Horizon Family Wealth, Inc.184,663$8.57M4.53%+93,26813F-HRTimeline
Green Ridge Wealth Planning LLC177,483$8.24M4.33%new13F-HRTimeline
Tower Wealth Partners, Inc.175,757$8.16M4.51%+108,80313F-HRTimeline
Foundry Financial Group, Inc.166,953$7.75M3.84%+2,26013F-HRTimeline
Midwest Capital Advisors, LLC164,664$7.64M3.57%+35,47813F-HRTimeline
New England Private Wealth Advisors LLC159,652$7.41M0.86%+21,88713F-HRTimeline
Midwest Financial Group LLC154,629$7.17M3.06%+4,32513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp154,299$7.16M<0.01%+44,11913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,190$7.11M<0.01%-4,06913F-HRTimelineGroup
Per Stirling Capital Management, LLC.146,412$6.79M0.75%+3,26313F-HRTimeline
N.E.W. Advisory Services LLC143,984$6.68M0.5%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.141,768$6.58M0.37%+25,73213F-HRTimelineGroup
Sovran Advisors, LLC133,080$6.58M0.52%+3,61613F-HRTimeline
Uniting Wealth Partners, LLC136,154$6.32M1.34%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…134,141$6.22M2.3%-18,78813F-HRTimelineGroup
IFP Advisors, Inc132,942$6.17M0.13%+52,66813F-HRTimeline
ERn Financial, LLC131,430$6.1M1.15%-7,84613F-HRTimeline
Cornerstone Wealth Management, LLC126,004$5.85M0.29%new13F-HRTimeline
GGM Financial LLC119,057$5.52M2.54%+14,66213F-HRTimeline
Sigma Planning Corp116,764$5.42M0.15%+39,36013F-HRTimeline
Cannon Wealth Management Services, LLC115,253$5.35M3.62%+3,48813F-HRTimeline
Prostatis Group LLC114,475$5.31M1.36%-1,25813F-HRTimeline
SeaCrest Wealth Management, LLC108,681$5.04M0.54%-1,33713F-HRTimeline
Independent Advisor Alliance105,123$4.88M0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC101,853$4.73M<0.01%+21,63913F-HRTimelineGroup
RDA Financial Network99,432$4.61M1.15%+5,63513F-HRTimeline
USAdvisors Wealth Management, LLC97,496$4.43M1.47%+2,08913F-HRTimeline
Empire Life Investments Inc.95,039$4.43M0.27%-23,26213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…93,276$4.33M0.05%+5,65913F-HRTimelineGroup
MOTCO90,786$4.21M0.39%+7,04813F-HRTimeline
Indivisible Partners90,532$4.2M0.37%+10,23413F-HRTimeline
Beacon Pointe Advisors, LLC86,135$4M0.02%+33,08813F-HRTimeline
ATX Financial Planning, LLC85,608$3.97M3.02%+59,37813F-HRTimeline
Belpointe Asset Management LLC83,275$3.86M0.14%+22,43913F-HRTimeline
Summit Financial, LLC82,181$3.81M0.05%new13F-HRTimeline
&PARTNERS82,153$3.8M0.02%-10,61313F-HRTimeline
Stonebridge Financial Group, LLC / MO80,178$3.72M3.14%+17,96913F-HRTimeline
Faithward Advisors, LLC74,254$3.58M0.51%+6,53013F-HRTimeline
Elequin Capital, LP401,086$3.55M0.32%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…76,270$3.54M0.07%+40,72413F-HRTimelineGroup
Athena Wealth Management, LLC75,471$3.5M2.86%-1,03613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management72,860$3.38M0.12%+5,46113F-HRTimelineGroup
Tempus Wealth Planning, LLC72,136$3.35M0.77%+4,90013F-HRTimeline
D.A. DAVIDSON & CO.70,855$3.29M0.02%+2,53413F-HRTimeline
Kingsview Wealth Management, LLC70,291$3.26M0.04%+45,77713F-HRTimeline
Elyxium Wealth, LLC67,398$3.13M1%+20,24313F-HRTimeline
Ballew Advisors, Inc64,737$3.12M1.76%+12,77513F-HRTimeline
Advisory Resource Group66,074$3.07M0.53%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC58,436$2.71M0.33%+13,25913F-HRTimeline
Everest Financial Group LLC55,988$2.6M0.43%+49,68513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC54,718$2.54M1.77%+83913F-HRTimeline
Patten Group, Inc.53,907$2.5M0.43%+5,67013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC53,071$2.46M0.02%+1,84013F-HRTimeline
World Investment Advisors52,277$2.43M0.04%+32,46813F-HRTimeline
FSA WEALTH PARTNERS, INC.51,469$2.39M1.14%+32,50513F-HRTimeline
Waverly Advisors, LLC50,944$2.36M0.02%+11,27013F-HRTimeline
Provident Wealth Management, LLC50,187$2.33M0.7%-3,04313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…49,907$2.32M0.09%+27,28713F-HRTimelineGroup
WESPAC Advisors, LLC47,810$2.22M1.21%+5,92813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding46,612$2.16M+27,516Timeline
Dynamic Advisor Solutions LLC46,487$2.16M0.07%+9,18113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,198$2.14M0.02%+4,26113F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…45,479$2.11M0.01%new13F-HRTimelineGroup
Heritage Trust Co43,651$2.03M0.2%+20,49713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.41,693$1.93M0.1%+2,13713F-HRTimelineGroup
Continuum Advisory, LLC40,876$1.9M0.18%+27,08513F-HRTimeline
Peck Wealth Management, LLC40,422$1.88M1.88%-65013F-HRTimeline
Kingsman Wealth Management, Inc.39,810$1.85M1.04%+21,21613F-HRTimeline
Private Advisor Group, LLC39,644$1.84M0.01%+28,78413F-HRTimeline
Breakwater Capital Group39,163$1.82M0.24%+7,26513F-HRTimeline
Sandhill Capital Partners LLC38,902$1.81M0.16%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC38,591$1.79M0.14%+4,68713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT38,552$1.79M0.11%+6,10413F-HRTimeline
WealthCare Investment Partners, LLC37,123$1.73M0.48%-24113F-HRTimeline
Focus Financial Network, Inc.36,180$1.68M0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,165$1.68M0.04%+17,64913F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers35,200$1.63M<0.01%+23,07313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC33,276$1.54M0.36%+21113F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC33,220$1.54M1.54%+54613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,562$1.42M0.03%+2,60313F-HRTimelineGroup
Brooklyn Investment Group29,928$1.39M0.04%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,100$1.35M<0.01%new13F-HRTimeline
Integrity Financial Corp /WA27,567$1.28M0.64%+17,34713F-HRTimeline
FLOW TRADERS U.S. LLC27,313$1.27M0.04%new13F-HRTimeline
Greenline Wealth Management LLC27,265$1.27M1.46%+7,53213F-HRTimeline
Integrated Investment Consultants, LLC27,004$1.25M0.27%-3,69813F-HRTimeline
Sonoma Allocations LLC26,047$1.22M0.42%+20,92513F-HRTimeline
FIRST UNITED BANK & TRUST25,795$1.2M0.39%new13F-HRTimeline
JT Stratford LLC25,444$1.18M0.15%new13F-HRTimeline
GWN SECURITIES INC.25,173$1.17M0.22%new13F-HRTimeline
RMR Wealth Builders24,786$1.15M0.09%+17113F-HRTimeline
Wealthspire Retirement, LLC24,182$1.12M0.07%+9,57613F-HRTimeline
Briggs Wealth Management, Inc23,465$1.09M1.15%new13F-HRTimeline
WEDBUSH SECURITIES INC22,945$1.06M0.03%+15,04013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,884$1.06M0.08%+3,00713F-HRTimeline
Cox Capital Mgt LLC22,860$1.06M0.7%+13913F-HRTimeline
Quantinno Capital Management LP22,777$1.06M<0.01%+9,44513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,601$1.05M0.01%-46513F-HRTimeline
Runnymede Capital Advisors, Inc.20,414$947K0.81%new13F-HRTimeline
Secure Asset Management, LLC19,953$926K0.15%+10,95113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,459$903K<0.01%-99013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,007$882K0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.18,801$872K0.06%+10,00513F-HRTimeline
Clarity Asset Management, Inc.18,218$845K0.43%+16,09713F-HRTimeline
Mayflower Financial Advisors, LLC17,730$823K0.1%new13F-HRTimeline
Accurate Wealth Management, LLC16,590$794K0.1%new13F-HRTimeline
Clear Point Advisors Inc.16,566$769K0.6%+2,41413F-HRTimeline