Home › PVAL

Who holds PVAL

PUTNAM ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
BANK OF AMERICA CORP /DE/38.2M$1.9B0.1%
MORGAN STANLEY17.5M$891.2M0.0%
LPL Financial LLC10.0M$508.2M0.1%
Cetera Investment Advisers9.4M$479.5M0.4%
CULLEN/FROST BANKERS, INC.8.6M$438.7M4.3%
COMMONWEALTH EQUITY SERVICES, LLC8.0M$406.4M0.5%
GLENMEDE TRUST CO NA7.3M$369.9M1.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6.6M$337.3M0.2%
UBS Group AG6.0M$305.6M0.0%
ENVESTNET ASSET MANAGEMENT INC5.4M$275.2M0.1%
Modern Wealth Management, LLC3.8M$194.1M2.3%
WELLS FARGO & COMPANY/MN3.5M$175.8M0.0%
Cambridge Investment Research Advisors, Inc.2.9M$147.5M0.3%
Allegheny Financial Group2.6M$132.9M14.1%
STIFEL FINANCIAL CORP2.5M$125.8M0.1%
Janney Montgomery Scott LLC2.1M$108.5M0.2%
Amplius Wealth Advisors, LLC2.0M$103.8M7.6%
OSAIC HOLDINGS, INC.1.7M$85.3M0.1%
JONES FINANCIAL COMPANIES LLLP1.7M$85.1M0.0%
Opal Wealth Advisors, LLC1.6M$79.6M17.2%
Oak Barrel Wealth Advisory LLC1.4M$73.5M32.5%
Kestra Advisory Services, LLC1.4M$71.0M0.2%
Corient Private Wealth LP1.3M$66.9M0.1%
Sanctuary Advisors, LLC1.3M$65.1M0.3%
Capital Analysts, LLC1.2M$60.6M1.4%
Bleakley Financial Group, LLC1.1M$54.7M0.7%
Wealthspire Advisors, LLC1.0M$52.3M0.3%
RFG Advisory, LLC1.0M$51.6M0.8%
Drake & Associates, LLC954.6K$48.6M8.2%
AUCTUS ADVISORS LLC944.8K$48.1M40.5%
MML INVESTORS SERVICES, LLC937.7K$47.8M0.1%
Geneos Wealth Management Inc.879.4K$44.8M0.9%
Harbor Group, Inc.876.3K$44.6M5.2%
Summit Investment Advisory Services, LLC866.0K$44.1M11.1%
Rockefeller Capital Management L.P.835.0K$42.5M0.1%
GGM Financial LLC802.0K$40.9M15.5%
Embree Financial Group782.1K$39.8M4.0%
HANCOCK WHITNEY CORP781.7K$39.8M0.7%
Bouchey Financial Group, Ltd.772.5K$39.4M2.5%
SAX WEALTH ADVISORS, LLC841.8K$39.1M1.6%
M&T BANK CORP773.5K$35.9M0.1%
Arete Wealth Advisors, LLC676.1K$34.4M2.3%
OneDigital Investment Advisors LLC665.6K$33.9M0.3%
Steward Partners Investment Advisory, LLC643.1K$32.8M0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC621.4K$32.2M0.1%
AdvisorNet Financial, Inc625.2K$31.9M1.5%
BAKER TILLY WEALTH MANAGEMENT, LLC592.7K$30.2M6.4%
Sowa Financial Group, Inc.587.2K$29.9M13.9%
Marks Group Wealth Management, Inc582.3K$29.7M2.6%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/559.5K$28.5M0.1%
Private Advisor Group, LLC533.7K$27.2M0.1%
Bucket List Wealth Management, LLC523.2K$26.7M13.1%
Baird Financial Group, Inc.500.4K$25.5M0.0%
Aurdan Capital Management, LLC466.7K$23.8M6.0%
MAI Capital Management463.6K$23.6M0.1%
Retirement Management Systems Inc.438.6K$22.3M4.6%
Snowden Capital Advisors LLC430.7K$21.9M0.5%
Towneley Capital Management, Inc / DE429.0K$21.9M4.3%
Dogwood Wealth Management LLC426.7K$21.7M8.6%
ADAMSBROWN WEALTH CONSULTANTS LLC424.3K$21.6M4.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}