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Who Owns Putnam Focused Large Cap Value ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Putnam Focused Large Cap Value ETF.

Who crossed 5% of PVAL →
Managers holding
12
as of 2026-09-30
Reported value
$110.4M
summed across filings
Shares held
2.1M
Added vs trimmed
8 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
BAKER TILLY WEALTH MANAGEMENT, LLCFOCUSED LAR CAP646.8K shadded$34M
Towneley Capital Management, Inc / DEFOCUSED LAR CAP418.2K shtrimmed$22M
Cooper Financial GroupFOCUSED LAR CAP336.7K shadded$17.7M
Green Ridge Wealth Planning LLCFOCUSED LAR CAP259K shadded$13.6M
Farther Finance Advisors, LLCETF162K shadded$8.5M
Ballew Advisors, IncFOCUSED LAR CAP115.1K shadded$6.1M
Athena Wealth Management, LLCFOCUSED LAR CAP77.9K shadded$4.1M
Breakwater Capital GroupFOCUSED LAR CAP54.4K shadded$2.9M
Cox Capital Mgt LLCETF21.6K shtrimmed$1.1M
GK Wealth Management LLCFOCUSED LAR CAP3.2K shtrimmed$169.5K
CoreCap Advisors, LLCETF2.4K shadded$126.8K
Central Pacific Bank - Trust DivisionFOCUSED LAR CAP37 shheld$1.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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