# PUTNAM ETF TRUST (PVAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PVAL/

- Reporting holders: 12
- Reported value: $110.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $34.0M | 646,818 | 6.7% | 12 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $22.0M | 418,247 | 4.4% | 5 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $17.7M | 336,735 | 1.4% | 5 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $13.6M | 259,011 | 5.5% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.5M | 162,020 | 0.1% | 7 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $6.1M | 115,076 | 3.0% | 6 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $4.1M | 77,862 | 2.9% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.9M | 54,360 | 0.3% | 5 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $1.1M | 21,630 | 0.6% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $169.5K | 3,221 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $126.8K | 2,410 | 0.0% | 5 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.9K | 37 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $110.4M |
| Q2 2026 | 382 | $10.6B |
| Q1 2026 | 312 | $7.6B |
| Q4 2025 | 261 | $5.9B |
| Q3 2025 | 202 | $4.0B |
| Q2 2025 | 171 | $2.9B |
| Q1 2025 | 147 | $2.0B |
| Q4 2024 | 118 | $1.3B |
| Q3 2024 | 96 | $960.9M |
| Q2 2024 | 63 | $507.2M |
| Q1 2024 | 38 | $293.5M |
| Q4 2023 | 34 | $187.6M |