Putnam Focused LRG Cap GrowPGROETF
13F holders, Q1 2026 (March 31)18holders −3
2new positions
5sold out
$40.30avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, down 3 from Q4 2025. 2 opened new positions and 5 sold out. The largest holders were Cetera Investment Advisers ($16.6M), Next Level Private LLC ($8.3M) and Benjamin Edwards Inc. ($4.4M).
- Company
- Putnam Focused LRG Cap Grow
- CUSIP
- 746729409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $311K |
| Exits | 5 | $8.2M |
All 13F filers, Q4 2025 → Q1 2026: 346,137 shares bought and 246,127 shares sold, net +100,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Cetera Investment Advisers | 0.02% | Add +18.8% | 412,528 | $16.6M |
| Next Level Private LLC | 1.88% | Add +147.8% | 206,268 | $8.3M |
| Benjamin Edwards Inc. | 0.04% | Add +16.8% | 108,692 | $4.4M |
| Sequent Planning LLC | 0.99% | Add +29.3% | 101,539 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +139.4% | 97,848 | $3.9M |
| Prosperity Financial Group, Inc. | 1.33% | Reduce -32.0% | 89,599 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 80,471 | $3.2M |
| Professional Financial Advisors, LLC | 0.61% | Reduce -0.3% | 74,714 | $3.0M |
| &partners | 0.01% | Add +725.7% | 49,144 | $2.0M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 21,520 | $867K |
| Mgo One Seven LLC | 0.02% | Reduce -41.4% | 20,735 | $835K |
| Smith, Moore & Co. | 0.06% | Add +148.6% | 18,919 | $762K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,671 | $309K |
| WealthCare Investment Partners, LLC | 0.07% | No change | 6,095 | $250K |
| World Investment Advisors | 0.00% | Reduce -2.7% | 6,122 | $247K |
| Osaic Holdings, Inc. | 0.00% | No change | 814 | $33K |
| Assetmark, Inc. | 0.00% | No change | 119 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 43 | $2K |
"% 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.