Who owns Putnam Focused Large Cap Value ETF?
Institutional ownership of PVAL from SEC Form 13F filings across 232 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
232
13F holders
$8.23B
value, 2026 filers
159.1%
of shares outstanding (170.7M sh)
60
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PVAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 38.2M | $1.95B | 0.1% | 35.7% | +6.5% |
| 2 | MORGAN STANLEY | 17.5M | $891.2M | 0.0% | 16.3% | +23.9% |
| 3 | LPL Financial LLC | 10.0M | $508.2M | 0.1% | 9.3% | +699.5% |
| 4 | Cetera Investment Advisers | 9.4M | $479.5M | 0.4% | 8.8% | +12.9% |
| 5 | Cullen/Frost Bankers, Inc. | 8.6M | $438.7M | 4.3% | 8% | +11.5% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 8.0M | $406.4M | 0.5% | 7.4% | +19.7% |
| 7 | GLENMEDE TRUST CO NA | 7.3M | $369.9M | 1.6% | 6.8% | +1.5% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.6M | $337.3M | 0.2% | 6.2% | +20.6% |
| 9 | UBS Group AG | 6.0M | $305.6M | 0.0% | 5.6% | +7.3% |
| 10 | Cambridge Investment Research Advisors, Inc. | 5.8M | $295,012 | 0.7% | 5.4% | +211.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 5.4M | $275.2M | 0.1% | 5% | +16.4% |
| 12 | Modern Wealth Management, LLC | 3.8M | $194.1M | 2.3% | 3.6% | +65.3% |
| 13 | WELLS FARGO & COMPANY/MN | 3.5M | $175.8M | 0.0% | 3.2% | +28.3% |
| 14 | STIFEL FINANCIAL CORP | 2.5M | $125.8M | 0.1% | 2.3% | +7.5% |
| 15 | Janney Montgomery Scott LLCNEW | 2.1M | $108,498 | 0.2% | 2% | new |
| 16 | OSAIC HOLDINGS, INC. | 1.7M | $85.3M | 0.1% | 1.6% | +312.6% |
| 17 | JONES FINANCIAL COMPANIES LLLP | 1.7M | $85.1M | 0.0% | 1.6% | +61.0% |
| 18 | HighTower Advisors, LLC | 1.6M | $80.9M | 0.1% | 1.5% | +21.0% |
| 19 | Kestra Advisory Services, LLC | 1.4M | $71.0M | 0.2% | 1.3% | +6.5% |
| 20 | Arete Wealth Advisors, LLC | 1.4M | $68.9M | 2.3% | 1.3% | -3.6% |
| 21 | Corient Private Wealth LP | 1.3M | $67.0M | 0.1% | 1.2% | +4.9% |
| 22 | Sanctuary Advisors, LLC | 1.3M | $65.1M | 0.0% | 1.2% | +7.9% |
| 23 | Capital Analysts, LLC | 1.2M | $60,647 | 1.4% | 1.1% | +9.2% |
| 24 | Bleakley Financial Group, LLC | 1.1M | $54.7M | 0.7% | 1% | +4.3% |
| 25 | Wealthspire Advisors, LLC | 1.0M | $52.3M | 0.3% | 1% | +5.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.