Putnam Focused LRG Cap GrowPGROETF
13F holders, Q4 2025 (December 31)21holders +3
4new positions
1sold out
$44.67avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Cetera Investment Advisers ($15.5M), Franklin Resources Inc. ($6.4M) and Prosperity Financial Group, Inc. ($5.9M).
- Company
- Putnam Focused LRG Cap Grow
- CUSIP
- 746729409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.1M |
| Exits | 1 | $232K |
All 13F filers, Q3 2025 → Q4 2025: 269,181 shares bought and 149,799 shares sold, net +119,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Cetera Investment Advisers | 0.02% | Add +23.0% | 347,293 | $15.5M |
| Franklin Resources Inc. | 0.00% | Reduce -48.4% | 144,000 | $6.4M |
| Prosperity Financial Group, Inc. | 2.12% | Reduce -0.5% | 131,752 | $5.9M |
| Benjamin Edwards Inc. | 0.05% | Add +22.2% | 93,033 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 84,849 | $3.8M |
| Next Level Private LLC | 0.97% | Add +519.1% | 83,236 | $3.7M |
| Sequent Planning LLC | 0.89% | Add +35.0% | 78,518 | $3.5M |
| Professional Financial Advisors, LLC | 0.68% | Reduce -0.5% | 74,915 | $3.3M |
| HighTower Advisors, LLC | 0.00% | New | 40,874 | $1.8M |
| Mgo One Seven LLC | 0.03% | New | 35,386 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 21,520 | $961K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.5% | 19,542 | $872K |
| Susquehanna International Group, LLP | 0.00% | New | 14,942 | $667K |
| Smith, Moore & Co. | 0.03% | Add +15.4% | 7,609 | $340K |
| &partners | 0.00% | Reduce -9.1% | 5,952 | $299K |
| World Investment Advisors | 0.00% | Reduce -5.3% | 6,294 | $281K |
| WealthCare Investment Partners, LLC | 0.08% | Add +0.0% | 6,095 | $271K |
| Royal Bank of Canada | 0.00% | Add +496.8% | 6,081 | $271K |
| Osaic Holdings, Inc. | 0.00% | No change | 814 | $36K |
| Assetmark, Inc. | 0.00% | No change | 119 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 7 | $313 |
"% 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.