13F Insight
DOSSIER · 13F Holders · Q2 2026
PVAL

PUTNAM ETF TRUST

387 institutions still hold PUTNAM ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746729300·387 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7.3B
visible holders
Holders
387
filers reporting
Concentration
26.82%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

387 institutions reported PVAL in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 26.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.9B38.2M0.13%Q2 202602
MORGAN STANLEY
CIK 0000895421
$891M17.5M0.05%Q2 202603
LPL Financial LLC
CIK 0001403438
$508M10.0M0.11%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$480M9.4M0.44%Q2 202605
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$439M8.6M4.32%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$406M8.0M0.51%Q2 202607
GLENMEDE TRUST CO NA
CIK 0000314949
$370M7.3M1.63%Q2 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$337M6.6M0.18%Q2 202609
UBS Group AG
CIK 0001610520
$306M6.0M0.04%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$275M5.4M0.07%Q2 202611
Glenmede Investment Management, LP
CIK 0001644465
$247M5.8M1.19%Q3 202512
WELLS FARGO & COMPANY/MN
CIK 0000072971
$176M3.5M0.03%Q2 202613
CWM, LLC
CIK 0001535847
$155M3.3M0.41%Q1 202614
Allegheny Financial Group
CIK 0001844148
$133M2.6M14.11%Q2 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$126M2.5M0.10%Q2 202616
Modern Wealth Management, LLC
CIK 0002001900
$107M2.3M1.84%Q1 202617
Amplius Wealth Advisors, LLC
CIK 0001900584
$104M2.0M7.61%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$86M1.9M0.22%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$85M1.7M0.10%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$85M1.7M0.03%Q2 2026
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