PVAL · Insider trading · 13F holders · Congress trades
Putnam Focused Large Capvalue ETF (PVAL)
Who is buying and selling PVAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 121
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PVAL at a glance
- No open-market insider purchases or sales of PVAL were filed in the last 90 days.
- 121 13F filers hold PVAL among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Auctus Advisors LLC (40.4%), Oak Barrel Wealth Advisory LLC (32.5%) and Opal Wealth Advisors, LLC (17.1%). In their latest 13Fs, 3 managers opened a new position and 42 added to one.
- No member of Congress has disclosed a trade in PVAL.
PVAL insider trading
No open-market insider purchases or sales of PVAL were filed in the last 90 days.
Who owns PVAL? Hedge funds and superinvestors
121 13F filers hold PVAL among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Auctus Advisors LLC (40.4%), Oak Barrel Wealth Advisory LLC (32.5%) and Opal Wealth Advisors, LLC (17.1%). In their latest 13Fs, 3 managers opened a new position and 42 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cetera Investment AdvisersWealth manager | 0.4% | $479.5M | 9,411,298 | +12.9% shares | Q2 2026 |
| Cullen/Frost Bankers, Inc.Bank & trust | 4.5% | $459.3M | 8,727,998 | +1.4% shares | Q3 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.5% | $406.4M | 7,976,865 | +19.7% shares | Q2 2026 |
| Glenmede Trust Co NaBank & trust | 1.6% | $369.9M | 7,259,712 | +1.5% shares | Q2 2026 |
| Modern Wealth Management, LLCWealth manager | 2.3% | $194.1M | 3,809,127 | +65.3% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.4% | $155.1M | 3,343,154 | — | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.3% | $147.5M | 2,895,121 | — | Q2 2026 |
| Allegheny Financial GroupWealth manager | 14.1% | $132.9M | 2,609,319 | +14.3% shares | Q2 2026 |
| Amplius Wealth Advisors, LLCWealth manager | 7.3% | $105.9M | 2,011,929 | -1.3% shares | Q3 2026 |
| Opal Wealth Advisors, LLCWealth manager | 17.1% | $81.8M | 1,555,369 | -0.5% shares | Q3 2026 |
| Oak Barrel Wealth Advisory LLCWealth manager | 32.5% | $73.5M | 1,442,912 | +21.2% shares | Q2 2026 |
| Capital Analysts, LLCWealth manager | 1.4% | $60.6M | 1,190,333 | +9.2% shares | Q2 2026 |
| Sax Wealth Advisors, LLCWealth manager | 1.6% | $55.8M | 1,060,337 | +26.0% shares | Q3 2026 |
| Bleakley Financial Group, LLCWealth manager | 0.7% | $54.7M | 1,074,247 | +4.3% shares | Q2 2026 |
| RFG Advisory, LLCWealth manager | 0.8% | $51.6M | 1,011,811 | +14.9% shares | Q2 2026 |
| Auctus Advisors LLCWealth manager | 40.4% | $50.0M | 950,048 | +0.6% shares | Q3 2026 |
| Drake & Associates, LLCWealth manager | 8.2% | $48.6M | 954,581 | +6.8% shares | Q2 2026 |
| Harbor Group, Inc.Wealth manager | 5.5% | $47.0M | 894,128 | +2.0% shares | Q3 2026 |
| Geneos Wealth Management Inc.Wealth manager | 0.9% | $44.8M | 879,439 | +3.4% shares | Q2 2026 |
| Summit Investment Advisory Services, LLCWealth manager | 11.1% | $44.1M | 865,998 | — | Q2 2026 |
| GGM Financial LLCWealth manager | 15.5% | $40.9M | 802,017 | +573.6% shares | Q2 2026 |
| Hancock Whitney CorpBank & trust | 0.7% | $39.8M | 781,743 | +2.8% shares | Q2 2026 |
| Bouchey Financial Group, Ltd.Wealth manager | 2.5% | $39.4M | 772,527 | — | Q2 2026 |
| AdvisorNet Financial, IncWealth manager | 1.8% | $39.1M | 725,630 | +16.1% shares | Q3 2026 |
| Embree Financial GroupInstitutional asset manager | 3.8% | $38.7M | 736,332 | -5.9% shares | Q3 2026 |
| Arete Wealth Advisors, LLCWealth manager | 2.3% | $34.4M | 676,109 | -3.6% shares | Q2 2026 |
| Baker Tilly Wealth Management, LLCInstitutional asset manager | 6.8% | $34.0M | 646,818 | +9.1% shares | Q3 2026 |
| Sowa Financial Group, Inc.Wealth manager | 13.5% | $31.0M | 588,315 | +0.2% shares | Q3 2026 |
| Marks Group Wealth Management, IncWealth manager | 2.6% | $29.7M | 582,267 | +66.8% shares | Q2 2026 |
| Bucket List Wealth Management, LLCWealth manager | 13.7% | $28.5M | 541,630 | +3.5% shares | Q3 2026 |
The 30 largest of 121 positions, by value. Each manager counts with its latest 13F (Q3 2026: 59, Q2 2026: 61, Q1 2026: 1). Screen PVAL in the grand portfolio →
PVAL stock trades by members of Congress
No member of Congress has disclosed a trade in PVAL.
Analysis mentioning PVAL
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PVAL questions and answers
Are insiders buying PVAL stock?
No open-market insider purchases or sales of PVAL were filed in the last 90 days.
Which hedge funds own PVAL?
121 13F filers hold PVAL among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Auctus Advisors LLC (40.4%), Oak Barrel Wealth Advisory LLC (32.5%) and Opal Wealth Advisors, LLC (17.1%). In their latest 13Fs, 3 managers opened a new position and 42 added to one.
Has Congress traded PVAL?
No member of Congress has disclosed a trade in PVAL.
Who is the largest holder of PVAL?
Among 13F filers, Cetera Investment Advisers reports the largest PVAL position, $479.5M (9,411,298 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Auctus Advisors LLC's: 40.4% of its portfolio.
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