Putnam Focused LRG Cap GrowPGROETF

13F holders, Q3 2025 (September 30)
18holders +2
3new positions
1sold out
1famous investor
$44.45avg. 13F price*

At the end of Q3 2025, 18 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Cetera Investment Advisers ($12.6M), Franklin Resources Inc. ($12.4M) and Prosperity Financial Group, Inc. ($5.9M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$3.2M
Exits1$401K

All 13F filers, Q2 2025 → Q3 2025: 107,381 shares bought and 558,013 shares sold, net −450,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Cetera Investment Advisers 0.01% Add +8.2% 282,424 $12.6M
Franklin Resources Inc. 0.00% Reduce -58.9% 279,000 $12.4M
Prosperity Financial Group, Inc. 2.16% Add +4.1% 132,429 $5.9M
LPL Financial LLC 0.00% Reduce -59.6% 90,154 $4.0M
Benjamin Edwards Inc. 0.04% Add +8.9% 76,149 $3.4M
Professional Financial Advisors, LLC 0.70% Reduce -0.5% 75,278 $3.3M
Sequent Planning LLC 0.73% New 58,176 $2.6M
Janney Montgomery Scott LLC 0.00% Add +9.4% 21,829 $970K
Aptus Capital Advisors, LLC 0.01% No change 21,516 $956K
Next Level Private LLC 0.17% No change 13,444 $600K
World Investment Advisors 0.01% Add +25.5% 6,644 $295K
Smith, Moore & Co. 0.02% New 6,592 $293K
&partners 0.00% New 6,544 $288K
WealthCare Investment Partners, LLC 0.09% No change 6,093 $272K
Citadel Advisors 0.00% Reduce -60.3% 5,225 $232K
Royal Bank of Canada 0.00% Reduce -87.4% 1,019 $45K
Osaic Holdings, Inc. 0.00% No change 814 $36K
Assetmark, Inc. 0.00% No change 119 $5K

"% 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.