Putnam Focused LRG Cap GrowPGROETF
13F holders, Q1 2025 (March 31)14holders +2
4new positions
2sold out
1famous investor
$34.60avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($25.4M), LPL Financial LLC ($8.4M) and Cetera Investment Advisers ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Putnam Focused LRG Cap Grow
- CUSIP
- 746729409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 2 | $303K |
All 13F filers, Q4 2024 → Q1 2025: 138,401 shares bought and 71,354 shares sold, net +67,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Franklin Resources Inc. | 0.01% | Reduce -6.4% | 734,000 | $25.4M |
| LPL Financial LLC | 0.00% | Add +27.3% | 243,921 | $8.4M |
| Cetera Investment Advisers | 0.01% | Add +12.1% | 167,186 | $5.8M |
| Prosperity Financial Group, Inc. | 2.14% | Add +6.7% | 124,132 | $4.3M |
| Professional Financial Advisors, LLC | 0.62% | Add +0.0% | 71,060 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +42.9% | 57,376 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.9% | 29,722 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | New | 21,516 | $745K |
| Royal Bank of Canada | 0.00% | New | 14,115 | $489K |
| Next Level Private LLC | 0.17% | Reduce -17.1% | 13,499 | $467K |
| Elevation Capital Advisory, LLC | 0.11% | Reduce -4.9% | 7,295 | $252K |
| WealthCare Investment Partners, LLC | 0.10% | No change | 7,593 | $244K |
| Citadel Advisors | 0.00% | New | 6,437 | $223K |
| Osaic Holdings, Inc. | 0.00% | New | 1,026 | $36K |
"% 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.