PUTNAM ETF TRUST

$PVAL
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Smart money positioned

5 of the Top-200 alpha managers hold $PVAL as of the latest 13F snapshot.

13F holders
291
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$PVAL is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.75%, with an average of 0.25% of portfolio. Largest holder: RFG Advisory, LLC at 0.75%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
RFG Advisory, LLC
0.75% NEW
α +16.2pts
02
Principal Securities, Inc.
0.01% held
α +21.3pts
03
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
05
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 291 · Source: 13F-HR
01
FengHe Fund Management Pte. Ltd.
0.41% of portfolio
8,337,155 sh
02
Caldwell Trust Co
4.07% of portfolio
7,723,844 sh
03
Ryan Investment Management, Inc.
0.43% of portfolio
6,662,348 sh
04
1834 Investment Advisors Co.
0.16% of portfolio
5,490,994 sh
05
Marquette Asset Management, LLC
0.06% of portfolio
4,638,626 sh
06
Tower Research Capital LLC (TRC)
0.41% of portfolio
3,343,154 sh
07
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
2,940,348 sh
08
Delta Global Management LP
1.84% of portfolio
2,304,807 sh
09
Barrow Hanley Mewhinney & Strauss LLC
0.10% of portfolio
2,297,581 sh
10
Websterrogers Financial Advisors, LLC
14.27% of portfolio
2,281,875 sh
See all 291 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PVAL in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PVAL in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:14 UTC.