PVAL — Putnam ETF Trust Institutional Holders · Q3 2026
Who owns Putnam ETF Trust (PVAL)? 12 institutions reported holding $110.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Baker Tilly Wealth Management, LLC ($34.0M), Towneley Capital Management, Inc / DE ($22.0M), Cooper Financial Group ($17.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BAKER TILLY WEALTH MANAGEMENT, LLC | $34.0M | 646,818 | Added |
| 2 | Towneley Capital Management, Inc / DE | $22.0M | 418,247 | Trimmed |
| 3 | Cooper Financial Group | $17.7M | 336,735 | Added |
| 4 | Green Ridge Wealth Planning LLC | $13.6M | 259,011 | Added |
| 5 | Farther Finance Advisors, LLC | $8.5M | 162,020 | Added |
| 6 | Ballew Advisors, Inc | $6.1M | 115,076 | Added |
| 7 | Athena Wealth Management, LLC | $4.1M | 77,862 | Added |
| 8 | Breakwater Capital Group | $2.9M | 54,360 | Added |
| 9 | Cox Capital Mgt LLC | $1.1M | 21,630 | Trimmed |
| 10 | GK Wealth Management LLC | $169,468 | 3,221 | Trimmed |
| 11 | CoreCap Advisors, LLC | $126,814 | 2,410 | Added |
| 12 | Central Pacific Bank - Trust Division | $1,947 | 37 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30