PVAL PUTNAM ETF TRUST
FollowFOCUSED LAR CAP (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in PVAL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 646,818 | $34M | 6.77% | +54,086 | 13F-HRTimeline |
| Towneley Capital Management, Inc / DE | 418,247 | $22M | 4.36% | -10,799 | 13F-HRTimeline |
| Cooper Financial Group | 336,735 | $17.7M | 1.41% | +6,338 | 13F-HRTimeline |
| Green Ridge Wealth Planning LLC | 259,011 | $13.6M | 5.47% | +52,506 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 162,020 | $8.53M | 0.06% | +135,897 | 13F-HRTimeline |
| Ballew Advisors, Inc | 115,076 | $6.07M | 3.02% | +22,000 | 13F-HRTimeline |
| Athena Wealth Management, LLC | 77,862 | $4.1M | 2.94% | +2,354 | 13F-HRTimeline |
| Breakwater Capital Group | 54,360 | $2.86M | 0.34% | +9,144 | 13F-HRTimeline |
| Cox Capital Mgt LLC | 21,630 | $1.14M | 0.64% | -555 | 13F-HRTimeline |
| GK Wealth Management LLC | 3,221 | $169K | 0.1% | -17,499 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,410 | $127K | <0.01% | +45 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 37 | $1.95K | <0.01% | 0 | 13F-HRTimeline |