Public ownership evidence

Putnam Focused Large Cap Value ETF (PVAL) Ownership Disclosures

Read PVAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Putnam Focused Large Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
1,312,998
Value (USD)
$66,897,251
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PVAL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PVAL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,312,998$66,897,251None
CARLSON FINANCIAL, INC.2026-06-302026-08-256,485$330,420None
ATX Financial Planning, LLC2026-06-302026-08-21106,318$5,416,888None
Kingsview Wealth Management, LLC2026-06-302026-08-2099,192$5,053,822None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20178,233$9,080,989None
Beacon Pointe Advisors, LLC2026-06-302026-08-19108,394$5,522,664None
Corient Private Wealth LP2026-06-302026-08-181,314,191$66,957,995None
Integrated Investment Consultants, LLC2026-06-302026-08-1829,129$1,484,123None
Transamerica Financial Advisors, LLC2026-06-302026-08-18438$22,326None
Equitable Holdings, Inc.2026-06-302026-08-1890,637$4,617,998None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18222,228$11,323,000None
Thompson David Blair2025-12-312026-08-154,882$222,473None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1532,122$1,637,098None
Modern Wealth Management, LLC2026-06-302026-08-153,809,127$194,075,017None
Mutual Advisors, LLC2026-06-302026-08-1596,155$4,899,085None
Advyzon Investment Management, LLC2026-06-302026-08-15757$38,569None
Advyzon Investment Management, LLC2026-06-302026-08-1510,556$537,833None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1541,775$2,128,412None
COFG Advisors, LLC2026-06-302026-08-153,927$200,081None
KINTRA WEALTH, LLC2026-06-302026-08-1525,503$1,387,852None
Ameritas Advisory Services, LLC2026-06-302026-08-15342,320$17,441,196None
Delos Wealth Advisors, LLC2026-06-302026-08-15500$25,475None
Western Wealth Management, LLC2026-06-302026-08-1510,602$540,172None
Qube Research & Technologies Ltd2026-06-302026-08-15265,977$13,551,528None
IFG Advisory, LLC2026-06-302026-08-15107,738$5,489,253None
Per Stirling Capital Management, LLC.2026-06-302026-08-15151,747$7,731,523None
JT Stratford LLC2026-06-302026-08-1534,880$1,777,136None
OSAIC HOLDINGS, INC.2026-06-302026-08-15373,364$19,022,907None
OSAIC HOLDINGS, INC.2026-06-302026-08-15149,814$7,633,044None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,925$760,424None
OSAIC HOLDINGS, INC.2026-06-302026-08-15347$17,680None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,135,795$57,869,610None
Prostatis Group LLC2026-06-302026-08-1553,917$2,747,067None
Betterment LLC2026-06-302026-08-1520,099$1,024,000None
JANE STREET GROUP, LLC2026-06-302026-08-1515,032$765,880None
Regal Investment Advisors LLC2026-06-302026-08-1510,106$514,901None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1545,368$2,311,500None
Xcelsior Advisor Partners LLC2026-06-302026-08-1550,002$2,547,602None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-154,720$240,484None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15138$7,031None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1581$4,127None
Waverly Advisors, LLC2026-06-302026-08-1552,524$2,676,098None
Aureus Asset Management, LLC2026-06-302026-08-154,407$224,537None
BROWN ADVISORY INC2026-06-302026-08-1512,102$616,597None
Rockbridge Investment Management, LCC2026-06-302026-08-154,552$231,925None
&PARTNERS2026-06-302026-08-1597,008$4,940,860None
HANCOCK WHITNEY CORP2026-06-302026-08-15777,637$39,620,605None
HANCOCK WHITNEY CORP2026-06-302026-08-154,106$209,201None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-1599,386$5,063,717None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,669,830$85,077,815None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗CARLSON FINANCIAL, INC. ↗ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Integrated Investment Consultants, LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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