Who Owns Putnam Focused Large Cap Value ETF (PVAL)?Hedge Fund & Institutional Holders

$46.42+0.48 (+1.04%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -8

Price History

$33.60$37.45$41.30$45.16$49.01Sep 24Jun 25Mar 26

PVAL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+11.8M+$1.1T
CULLEN/FROST BANKERS, INC.New Position+6.9M+$312.0B
GLENMEDE TRUST CO NANew Position+6.4M+$291.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+5.1M+$233.0B
Amplius Wealth Advisors, LLCNew Position+2.0M+$93.0B
Allegheny Financial GroupNew Position+2.0M+$90.3B
Opal Wealth Advisors, LLCNew Position+1.5M+$70.2B
Modern Wealth Management, LLCIncreased+789K+$39.4B
Geneos Wealth Management Inc.New Position+827K+$37.7B
Drake & Associates, LLCNew Position+796K+$36.3B
WELLS FARGO & COMPANY/MNIncreased+690K+$32.1B
UBS Group AGIncreased+408K+$31.8B
SAX WEALTH ADVISORS, LLCNew Position+686K+$31.3B
HANCOCK WHITNEY CORPNew Position+670K+$30.0B
Wealthspire Advisors, LLCIncreased+502K+$23.0B

PVAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Glenmede Investment Management, LPClosed Position-5.8M-$247.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-4.2M-$179.1B
M&T BANK CORPDecreased-192K-$7.9B
TWO SIGMA INVESTMENTS, LPClosed Position-54K-$2.3B
RENAISSANCE TECHNOLOGIES LLCClosed Position-52K-$2.2B
Cannon Wealth Management Services, LLCDecreased-49K-$1.8B
CITADEL ADVISORS LLCClosed Position-23K-$964.8M
Barnes Wealth Management Group, IncClosed Position-15K-$647.2M
BROWN ADVISORY INCDecreased-501-$538.4M
BANK OF MONTREAL /CAN/Decreased-6K-$503.5M
D. E. Shaw & Co., Inc.Closed Position-9K-$372.6M
SILVERCREST ASSET MANAGEMENT GROUP LLCDecreased-4K-$372.3M
Prosperity Financial Group, Inc.Decreased-17K-$271.8M
Laird Norton Wetherby Wealth Management, LLCClosed Position-6K-$241.5M
XTX Topco LtdClosed Position-5K-$218.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/18,120,296$825.0B60.01%Share
2CULLEN/FROST BANKERS, INC.6,852,855$312.0B3432.34%Share
3GLENMEDE TRUST CO NA6,376,773$290.0B1374.47%Share
4BANK OF AMERICA CORP /DE/5,598,938$255.0B18.55%Share
5COMMONWEALTH EQUITY SERVICES, LLC5,124,640$233.0B310.62%Share
6UBS Group AG5,032,935$229.3B37.19%Share
7STIFEL FINANCIAL CORP2,142,506$97.0B87.26%Share
8Amplius Wealth Advisors, LLC2,039,763$93.0B7.80%Share
9Modern Wealth Management, LLC1,985,251$90.5B1649.62%Share
10Allegheny Financial Group1,982,142$90.3B13.37%Share
11Opal Wealth Advisors, LLC1,539,491$70.2B18.29%Share
12WELLS FARGO & COMPANY/MN938,585$42.0B7.65%Share
13Harbor Group, Inc.848,271$38.7B5.79%Share
14Geneos Wealth Management Inc.826,781$37.7B0.92%Share
15Wealthspire Advisors, LLC830,187$37.0B294.47%Share
16Drake & Associates, LLC795,851$36.3B7.22%Share
17SAX WEALTH ADVISORS, LLC686,031$31.3B1.47%Share
18HANCOCK WHITNEY CORP665,918$30.0B540.93%Share
19Embree Financial Group606,936$27.7B3.39%Share
20WELLS FARGO & COMPANY/MN592,292$26.0B4.74%Share
21Rockefeller Capital Management L.P.548,932$25.0B45.01%Share
22AdvisorNet Financial, Inc528,175$24.1B1.28%Share
23OneDigital Investment Advisors LLC490,766$22.0B215.62%Share
24JONES FINANCIAL COMPANIES LLLP498,701$22.0B13.41%Share
25BANK OF AMERICA CORP /DE/480,278$21.0B1.53%Share
26BAKER TILLY WEALTH MANAGEMENT, LLC460,074$21.0B5.17%Share
27Towneley Capital Management, Inc / DE429,271$19.6B4.12%Share
28Baird Financial Group, Inc.437,315$19.0B29.62%Share
29SILVER OAK SECURITIES, INCORPORATED397,649$18.2B1.23%Share
30Dogwood Wealth Management LLC369,699$16.8B7.42%Share
31Aurdan Capital Management, LLC369,142$16.8B5.19%Share
32Weil Company, Inc.358,446$16.3B3.76%Share
33BridgePort Financial Solutions, LLC357,272$16.3B4.37%Share
34Keystone Financial Services, LLC355,400$16.2B11.03%Share
35Steward Partners Investment Advisory, LLC362,520$16.0B87.74%Share
36Snowden Capital Advisors LLC344,079$15.0B0.39%Share
37IVC Wealth Advisors LLC311,832$14.2B6.18%Share
38CENTRAL TRUST Co309,966$14.1B276.71%Share
39Haverford Trust Co310,102$14.0B124.84%Share
40Coign Capital Advisors LLC282,169$12.9B6.73%Share
41Frontier Asset Management, LLC270,736$12.3B2.86%Share
42Able Wealth Management LLC268,811$12.2B3.87%Share
43Smartleaf Asset Management LLC272,943$12.0B0.45%Share
44Atria Investments, Inc228,286$10.0B113.66%Share
45Integrated Advisors Network LLC231,271$10.0B0.44%Share
46CASTLE WEALTH MANAGEMENT LLC214,930$9.8B3.24%Share
47Rollins Financial Advisors, LLC209,695$9.6B1.40%Share
48StoneCrest Wealth Management, Inc.203,474$9.3B3.74%Share
49Trademark Financial Management, LLC199,606$9.1B5.01%Share
50PNC FINANCIAL SERVICES GROUP, INC.202,428$9.0B4.92%Share

PVAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025253$3.6T+133
Q3 2025120$1.5T-30
Q2 2025150$2.1T+5
Q1 2025145$1.8T+43
Q4 2024102$7.4T+29
Q3 202473$28.4T+24
Q2 202449$11.6T+17
Q1 202432$3.5T—

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As of Q4 2025, 50 institutional investors hold PVAL (Putnam Focused Large Cap Value ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $825.0B in shares. This quarter, 10 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own PVAL?

As of Q4 2025, 50 institutional investors report holding PVAL (Putnam Focused Large Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of PVAL?

The largest institutional holder of PVAL is BANK OF AMERICA CORP /DE/ with $825.0B in shares.

Is institutional ownership of PVAL increasing or decreasing?

This quarter, 10 institutions opened new positions in PVAL and 8 closed their positions.