PUTNAM FOCUSED LARGE CAP VALUE ETF

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PVAL·746729300·US·ETF

PVAL (PUTNAM FOCUSED LARGE CAP VALUE ETF) is held by 87 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1.9B), MORGAN STANLEY ($891.2M), LPL Financial LLC ($508.2M). Net institutional sentiment: Bullish.

87

Holders

(13 Elite)

$7.3B

Total Value

83% (86)

Consensus

71 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)62

Activist (13D/13G)55

Congressional (STOCK Act)67

Holder Quality

88

★★★★★

Elite

22

★★★★

Strong

16

★★★

Solid

54

★★

Below

87

★

Weak

Held by 87 funds

13 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PVAL.

Top Holders

Top Holders (87)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	38.2M(+6.5%)	$1.9B	0.1%	+21.04%	41
MORGAN STANLEY	Increased	17.5M(+23.9%)	$891.2M	0.0%	+21.20%	39
LPL Financial LLC	Increased	10M(+699.5%)	$508.2M	0.1%	+7.14%	60
Cetera Investment Advisers	Increased	9.4M(+12.9%)	$479.5M	0.4%	+27.19%	42
CULLEN/FROST BANKERS, INC.	Increased	8.6M(+11.5%)	$438.7M	4.3%	+23.32%	64
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8M(+19.7%)	$406.4M	0.5%	—	52
GLENMEDE TRUST CO NA	Increased	7.3M(+1.5%)	$369.9M	1.6%	+32.93%	50
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	6.6M(+20.6%)	$337.3M	0.2%	+25.64%	44
UBS Group AG	Increased	6M(+7.3%)	$305.6M	0.0%	+36.40%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	5.4M(+16.4%)	$275.2M	0.1%	+24.06%	36
WELLS FARGO & COMPANY/MN	Increased	3.5M(+28.3%)	$175.8M	0.0%	+15.36%	38
STIFEL FINANCIAL CORP	Increased	2.5M(+7.5%)	$125.8M	0.1%	—	39
OSAIC HOLDINGS, INC.	Increased	1.7M(+312.6%)	$85.3M	0.1%	+8.33%	57
JONES FINANCIAL COMPANIES LLLP	Increased	1.7M(+61.0%)	$85.1M	0.0%	+12.02%	43
HighTower Advisors, LLC	Increased	1.6M(+21.0%)	$80.9M	0.1%	+33.01%	36
Kestra Advisory Services, LLC	Increased	1.4M(+6.5%)	$71M	0.2%	+29.73%	38
Corient Private Wealth LP	Increased	1.3M(+4.8%)	$66.9M	0.1%	+20.49%	31
Sanctuary Advisors, LLC	Increased	1.3M(+7.9%)	$65.1M	0.3%	+28.37%	38
WAWealthspire Advisors, LLC	Increased	1M(+5.2%)	$52.3M	0.3%	+22.02%	37
MML INVESTORS SERVICES, LLC	Increased	937,682(+49.2%)	$47.8M	0.1%	+19.50%	40

Showing 1-20 of 91

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PVALPUTNAM FOCUSED LARGE CAP VALUE ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer