Putnam Focused LRG Cap GrowPGROETF

13F holders, Q2 2024 (June 30)
9holders −3
1new positions
4sold out
$35.50avg. 13F price*

At the end of Q2 2024, 9 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, down 3 from Q1 2024. 1 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($28.6M), LPL Financial LLC ($7.2M) and Prosperity Financial Group, Inc. ($4.2M).

Company
Putnam Focused LRG Cap Grow
CUSIP
746729409
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 12Q1 2024Q2 2024: 9Q2 2024Q3 2024: 9Q3 2024Q4 2024: 12Q4 2024Q1 2025: 14Q1 2025Q2 2025: 16Q2 2025Q3 2025: 18Q3 2025Q4 2025: 21Q4 2025Q1 2026: 18Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$3.5M
Exits4$1.3M

All 13F filers, Q1 2024 → Q2 2024: 124,649 shares bought and 140,249 shares sold, net −15,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Franklin Resources Inc. 0.01% Reduce -10.6% 805,000 $28.6M
LPL Financial LLC 0.00% Reduce -1.1% 203,928 $7.2M
Prosperity Financial Group, Inc. 2.62% Add +3.6% 116,936 $4.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.7% 114,736 $4.1M
Goldman Sachs Group Inc. 0.00% New 100,000 $3.5M
Cetera Investment Advisers 0.01% Add +24.5% 85,954 $3.1M
Professional Financial Advisors, LLC 0.67% Reduce -1.3% 68,655 $2.4M
Benjamin F. Edwards & Company, Inc. 0.01% Add +29.6% 16,102 $572K
WealthCare Investment Partners, LLC 0.14% Reduce -9.3% 8,674 $308K

"% of holder's portfolio" is PGRO's weight in each manager's 13F, not the share of Putnam Focused LRG Cap Grow the manager owns.