Putnam Focused LRG Cap ValuePVALETF
13F holders, Q4 2025 (December 31)261holders +61
56new positions
6sold out
1famous investor
$45.59avg. 13F price*
At the end of Q4 2025, 261 institutions reported holding Putnam Focused LRG Cap Value (PVAL) in their 13F filings, up 61 from Q3 2025. 56 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($436.0M) and Cetera Investment Advisers ($312.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Putnam Focused LRG Cap Value
- CUSIP
- 746729300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $190.9M |
| Exits | 6 | $6.5M |
All 13F filers, Q3 2025 → Q4 2025: 31,646,801 shares bought and 362,921 shares sold, net +31,283,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Bank of America Corp. | 0.08% | Add +94.9% | 24,207,325 | $1.1B |
| Morgan Stanley | 0.03% | Add +24.9% | 9,566,730 | $436.0M |
| Cetera Investment Advisers | 0.34% | Add +27.6% | 6,853,915 | $312.3M |
| Cullen/Frost Bankers, Inc. | 3.44% | Add +17.3% | 6,852,855 | $312.3M |
| Glenmede Trust Co. NA | 1.39% | — | 6,419,487 | $292.5M |
| Commonwealth Equity Services, LLC | 0.31% | Add +4.8% | 5,124,640 | $233.5M |
| UBS Group AG | 0.05% | Add +8.8% | 5,037,434 | $229.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +9.8% | 4,603,577 | $209.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.6% | 4,058,631 | $185.0M |
| Cwm, LLC | 0.40% | Add +6.4% | 3,249,628 | $148.1M |
| Stifel Financial Corp. | 0.09% | Add +1.5% | 2,158,392 | $98.4M |
| Amplius Wealth Advisors, LLC | 7.80% | Add +1.6% | 2,039,763 | $93.0M |
| Modern Wealth Management, LLC | 1.65% | Add +65.9% | 1,985,251 | $90.5M |
| Allegheny Financial Group | 13.37% | Add +39.5% | 1,982,142 | $90.3M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +42.3% | 1,571,225 | $71.6M |
| Opal Wealth Advisors, LLC | 18.29% | Add +1.7% | 1,539,491 | $70.2M |
| Wells Fargo & Company | 0.01% | Add +82.0% | 1,530,877 | $69.8M |
| HighTower Advisors, LLC | 0.06% | Add +3.3% | 1,228,854 | $56.0M |
| Oak Barrel Wealth Advisory LLC | 32.44% | — | 1,190,955 | $54.3M |
| Corient Private Wealth LP | 0.07% | Add +76.6% | 1,100,388 | $50.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.8% | 1,013,832 | $47.5M |
| Sanctuary Advisors, LLC | 0.25% | Add +6.6% | 995,269 | $45.4M |
| Auctus Advisors LLC | 40.18% | — | 956,522 | $43.6M |
| Kestra Advisory Services, LLC | 0.18% | Add +51.2% | 954,400 | $43.5M |
| Capital Analysts, LLC | 1.18% | Add +14.1% | 937,476 | $42.7M |
| Harbor Group, Inc. | 5.79% | Add +2.6% | 848,271 | $38.7M |
| Wealthspire Advisors, LLC | 0.30% | Add +152.6% | 830,187 | $37.8M |
| Geneos Wealth Management Inc. | 0.92% | Add +10.8% | 826,781 | $37.7M |
| Drake & Associates, LLC | 7.22% | Add +9.9% | 795,851 | $36.3M |
| Bleakley Financial Group, LLC | 0.62% | New | 779,036 | $35.5M |
| LPL Financial LLC | 0.01% | Add +91.5% | 776,080 | $35.4M |
| Thrivent Financial for Lutherans | 0.06% | New | 772,511 | $35.2M |
| RFG Advisory, LLC | 0.65% | Add +95.6% | 759,205 | $34.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +51.8% | 742,130 | $33.8M |
| Sax Wealth Advisors, LLC | 1.47% | Add +28.7% | 686,031 | $31.3M |
| Hancock Whitney Corp. | 0.55% | New | 670,090 | $30.5M |
| MML Investors Services, LLC | 0.07% | Add +35.8% | 631,725 | $28.8M |
| Arete Wealth Advisors, LLC | 1.95% | Add +3.2% | 618,804 | $28.2M |
| Embree Financial Group | 3.40% | Add +79.8% | 606,936 | $27.7M |
| Sowa Financial Group, Inc. | 13.55% | Add +4.2% | 571,015 | $26.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +509.8% | 551,609 | $25.1M |
| AdvisorNet Financial, Inc | 1.28% | Add +7.7% | 528,175 | $24.1M |
| Jones Financial Companies LLLP | 0.01% | Add +146.6% | 500,633 | $22.8M |
| OneDigital Investment Advisors LLC | 0.22% | Add +53.0% | 490,766 | $22.4M |
| Baker Tilly Wealth Management, LLC | 5.17% | Add +19.9% | 460,074 | $21.0M |
| Truist Financial Corp. | 0.03% | Reduce -6.3% | 447,913 | $20.4M |
| Baird Financial Group, Inc. | 0.03% | Add +7.7% | 437,315 | $19.9M |
| Towneley Capital Management, Inc / DE | 4.12% | Add +0.7% | 429,271 | $19.6M |
| Cooper Financial Group | 2.07% | Add +3.7% | 427,522 | $19.5M |
| M&T Bank Corp | 0.06% | Add +106.7% | 401,379 | $18.3M |
| Silver Oak Securities, Incorporated | 1.23% | Add +880.9% | 397,649 | $18.2M |
| Dogwood Wealth Management LLC | 7.42% | New | 369,699 | $16.8M |
| Aurdan Capital Management, LLC | 5.19% | Add +9.9% | 369,142 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +17.7% | 362,520 | $16.5M |
| Weil Company, Inc. | 3.76% | Add +9.5% | 358,446 | $16.3M |
| BridgePort Financial Solutions, LLC | 4.37% | Add +3.1% | 357,272 | $16.3M |
| Keystone Financial Services, LLC | 11.03% | Add +1.5% | 355,400 | $16.2M |
| Snowden Capital Advisors LLC | 0.41% | New | 344,079 | $15.7M |
| IVC Wealth Advisors LLC | 6.18% | Add +1.4% | 311,832 | $14.2M |
| Haverford Trust Co | 0.13% | Add +25.4% | 310,102 | $14.1M |
| CENTRAL TRUST Co | 0.28% | Add +0.5% | 309,966 | $14.1M |
| Redhawk Wealth Advisors, Inc. | 1.53% | Add +6.1% | 300,184 | $13.7M |
| Retirement Management Systems Inc. | 3.40% | — | 291,909 | $13.3M |
| Coign Capital Advisors LLC | 6.73% | Add +3.5% | 282,169 | $12.9M |
| Smartleaf Asset Management LLC | 0.47% | Add +42.0% | 272,943 | $12.5M |
| Frontier Asset Management, LLC | 2.86% | Add +6.5% | 270,736 | $12.3M |
| Able Wealth Management LLC | 3.88% | Add +19.3% | 268,811 | $12.2M |
| MAI Capital Management | 0.06% | Add +43.4% | 232,230 | $10.6M |
| Integrated Advisors Network LLC | 0.47% | Add +47.5% | 231,271 | $10.5M |
| Atria Investments, Inc | 0.12% | Add +5.7% | 228,286 | $10.4M |
| Castle Wealth Management LLC | 3.24% | Add +2.2% | 214,930 | $9.8M |
| Rollins Financial Advisors, LLC | 1.40% | Add +61.4% | 209,695 | $9.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +17.3% | 203,679 | $9.3M |
| StoneCrest Wealth Management, Inc. | 3.74% | Add +9.5% | 203,474 | $9.3M |
| Trademark Financial Management, LLC | 5.00% | Add +38.7% | 199,606 | $9.1M |
| Prudential PLC | 0.07% | New | 195,200 | $8.9M |
| Visionary Wealth Advisors | 0.40% | Add +61.4% | 194,124 | $8.8M |
| Stratos Investment Management, LLC | 0.32% | New | 176,821 | $8.1M |
| Diversify Advisory Services, LLC | 0.25% | Add +40.4% | 170,008 | $8.0M |
| Harbour Investments, Inc. | 0.16% | Add +32.3% | 172,070 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +40.8% | 168,912 | $7.7M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +209.7% | 167,421 | $7.6M |
| Foundry Financial Group, Inc. | 3.76% | Add +1.4% | 164,693 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +128.6% | 160,265 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +66.7% | 157,259 | $7.2M |
| Prosperity Financial Group, Inc. | 2.51% | Reduce -9.8% | 152,929 | $7.0M |
| Midwest Financial Group LLC | 3.03% | New | 150,304 | $6.8M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +22.9% | 144,709 | $6.6M |
| Per Stirling Capital Management, LLC. | 0.73% | Add +4.6% | 143,149 | $6.5M |
| ERn Financial, LLC | 1.19% | Add +5.6% | 139,276 | $6.3M |
| New England Private Wealth Advisors LLC | 0.78% | Add +10.7% | 137,765 | $6.3M |
| Key Client Fiduciary Advisors, LLC | 2.13% | Add +1065.1% | 134,798 | $6.1M |
| Sovran Advisors, LLC | 0.52% | Add +2.5% | 129,464 | $6.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.71% | Reduce -5.4% | 130,288 | $5.9M |
| Midwest Capital Advisors, LLC | 2.82% | Add +18.8% | 129,186 | $5.9M |
| Empire Life Investments Inc. | 0.30% | Add +24.0% | 118,301 | $5.4M |
| Essex Financial Services, Inc. | 0.30% | Add +16.1% | 116,036 | $5.3M |
| Prostatis Group LLC | 1.26% | Add +32.7% | 115,733 | $5.3M |
| Merit Financial Group, LLC | 0.04% | Add +38.3% | 115,056 | $5.2M |
| Cannon Wealth Management Services, LLC | 3.60% | Reduce -30.4% | 111,765 | $5.1M |
| SeaCrest Wealth Management, LLC | 0.52% | Add +3.6% | 110,018 | $5.1M |
| Bank of New York Mellon Corp | 0.00% | Add +57.4% | 110,180 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Add +363.8% | 105,474 | $4.8M |
| GGM Financial LLC | 2.31% | Add +2.1% | 104,395 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +377.8% | 97,467 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.43% | New | 95,407 | $4.3M |
| RDA Financial Network | 1.03% | New | 93,797 | $4.3M |
| &partners | 0.02% | Add +21.9% | 92,766 | $4.3M |
| Mgo One Seven LLC | 0.09% | Add +76.2% | 91,581 | $4.2M |
| Horizon Family Wealth, Inc. | 2.22% | Add +0.0% | 91,395 | $4.2M |
| Stephens Inc. | 0.05% | Add +27.9% | 87,617 | $4.0M |
| Motco | 0.35% | Add +8.0% | 83,738 | $3.8M |
| Indivisible Partners | 0.40% | — | 80,298 | $3.7M |
| IFP Advisors, Inc | 0.08% | Add +2.6% | 80,274 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +105.2% | 80,214 | $3.7M |
| Sigma Planning Corp | 0.10% | Add +16.2% | 77,404 | $3.5M |
| Athena Wealth Management, LLC | 3.39% | — | 76,507 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -50.7% | 68,321 | $3.1M |
| Faithward Advisors, LLC | 0.45% | New | 67,724 | $3.1M |
| Spire Wealth Management | 0.10% | Add +9.7% | 67,399 | $3.1M |
| Tempus Wealth Planning, LLC | 0.70% | Add +2.9% | 67,236 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +28.7% | 67,060 | $3.1M |
| Tower Wealth Partners, Inc. | 1.68% | New | 66,954 | $3.1M |
| Stonebridge Financial Group, LLC / MO | 2.45% | — | 62,209 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | Add +72.5% | 60,836 | $2.8M |
| Macroview Investment Management LLC | 1.69% | Add +268.2% | 53,879 | $2.5M |
| Robinson Smith Wealth Advisors LLC | 1.67% | New | 53,690 | $2.4M |
| Ballew Advisors, Inc | 1.37% | Add +20.7% | 51,962 | $2.4M |
| Provident Wealth Management, LLC | 0.72% | Reduce -10.8% | 53,230 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +376.7% | 53,047 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -7.7% | 51,231 | $2.3M |
| Patten Group, Inc. | 0.41% | Add +84.5% | 48,237 | $2.2M |
| Elyxium Wealth, LLC | 0.60% | Add +107.9% | 47,155 | $2.1M |
| Victory Financial Group, LLC | 0.26% | New | 45,177 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +29.4% | 41,937 | $1.9M |
| WESPAC Advisors, LLC | 1.03% | Add +78.3% | 41,882 | $1.9M |
| Peck Wealth Management, LLC | 1.77% | Add +11.0% | 41,072 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +180.2% | 39,674 | $1.8M |
| StoneX Group Inc. | 0.08% | Add +6.7% | 39,556 | $1.8M |
| WealthCare Investment Partners, LLC | 0.50% | Add +0.0% | 37,364 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +18.9% | 37,306 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +3.8% | 35,546 | $1.6M |
| Cozad Asset Management Inc. | 0.12% | Add +61.0% | 33,904 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.36% | Add +270.4% | 33,065 | $1.5M |
| Hicks Capital Management LLC | 1.50% | Add +3.4% | 32,674 | $1.5M |
| Trustmark Bank Trust Department | 0.09% | No change | 32,448 | $1.5M |
| Breakwater Capital Group | 0.20% | Add +190.4% | 31,898 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +80.5% | 31,604 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +4.1% | 31,087 | $1.4M |
| Integrated Investment Consultants, LLC | 0.27% | Add +7.7% | 30,702 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 27,959 | $1.3M |
| Comerica Bank | 0.00% | Add +180.3% | 26,297 | $1.2M |
| ATX Financial Planning, LLC | 0.92% | — | 26,230 | $1.2M |
| RMR Wealth Builders | 0.09% | Add +43.1% | 24,615 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | New | 24,514 | $1.1M |
| Cox Capital Mgt LLC | 0.66% | Reduce -0.5% | 22,721 | $1.1M |
| Heritage Trust Co | 0.11% | New | 23,154 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +43.8% | 23,066 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +112.2% | 22,620 | $1.0M |
| GK Wealth Management LLC | 0.74% | New | 22,240 | $1.0M |
| Marks Group Wealth Management, Inc | 0.09% | New | 21,695 | $989K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +3859.2% | 21,657 | $987K |
| AQR Capital Management | 0.00% | Add +201.8% | 20,449 | $932K |
| Insigneo Advisory Services, LLC | 0.07% | New | 19,877 | $906K |
| World Investment Advisors | 0.01% | Add +26.8% | 19,809 | $903K |
| Greenline Wealth Management LLC | 0.93% | — | 19,733 | $899K |
| Fsa Wealth Partners, Inc. | 0.31% | New | 18,964 | $864K |
| Kingsman Wealth Management, Inc. | 0.46% | Reduce -1.7% | 18,594 | $847K |
| Independent Financial Group, LLC | 0.02% | Add +2.9% | 18,516 | $844K |
| Fifth Third Securities, Inc. | 0.06% | Add +8.8% | 18,471 | $842K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -10.0% | 16,561 | $755K |
| Advisor OS, LLC | 0.06% | Add +2.8% | 16,093 | $733K |
| Principal Securities, Inc. | 0.01% | Add +170.1% | 15,337 | $699K |
| Barnes Wealth Management Group, Inc | 0.37% | Reduce -1.0% | 14,992 | $683K |
| Wealthspire Retirement, LLC | 0.04% | New | 14,606 | $666K |
| Clear Point Advisors Inc. | 0.50% | Reduce -6.6% | 14,152 | $645K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.3% | 14,026 | $639K |
| Continuum Advisory, LLC | 0.06% | New | 13,791 | $628K |
| Quantinno Capital Management LP | 0.00% | Add +74.5% | 13,332 | $608K |
| Aspire Capital Advisors LLC | 0.14% | New | 13,079 | $596K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +17.9% | 13,008 | $592K |
| Processus Wealth & Capital Management, LLC | 0.38% | Add +23.5% | 12,618 | $575K |
| Natixis Advisors, LLC | 0.00% | New | 12,127 | $553K |
| Brown Advisory Inc. | 0.00% | Reduce -4.0% | 12,102 | $551K |
| Mayfair Advisory Group, LLC | 0.21% | Add +96.8% | 11,591 | $533K |
| Private Advisor Group, LLC | 0.00% | New | 10,860 | $495K |
| Sentinel Pension Advisors, LLC | 0.08% | Reduce -21.0% | 10,852 | $495K |
| SteelPeak Wealth, LLC | 0.02% | No change | 10,779 | $491K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,636 | $485K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +2.5% | 10,583 | $482K |
| Manchester Financial Inc. | 0.09% | New | 10,479 | $478K |
| Integrity Financial Corp | 0.24% | New | 10,220 | $466K |
| Principle Wealth Partners LLC | 0.03% | Reduce -2.3% | 10,147 | $462K |
| John W. Brooker & Co., CPAs | 0.83% | New | 10,143 | $462K |
| Verdence Capital Advisors LLC | 0.03% | Add +2.7% | 9,471 | $432K |
| Calton & Associates, Inc. | 0.06% | Add +18.3% | 9,129 | $416K |
| Secure Asset Management, LLC | 0.06% | New | 9,002 | $410K |
| Smith, Moore & Co. | 0.03% | Add +2.2% | 8,796 | $401K |
| Nvest Financial, LLC | 0.17% | Add +36.8% | 8,784 | $400K |
| Hilltop Holdings Inc. | 0.02% | Add +0.2% | 8,607 | $392K |
| Advisortrust Partners, LLC | 0.17% | — | 8,600 | $392K |
| Carnegie Investment Counsel | 0.01% | No change | 8,563 | $390K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.6% | 8,536 | $389K |
| Elevation Wealth Management LLC | 0.36% | — | 8,256 | $376K |
| Wedbush Securities Inc. | 0.01% | Add +19.1% | 7,905 | $360K |
| Cibc World Market Inc. | 0.00% | No change | 7,720 | $352K |
| Revisor Wealth Management LLC | 0.09% | New | 7,308 | $338K |
| Richards, Merrill & Peterson, Inc. | 0.12% | New | 7,075 | $322K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,555 | $299K |
| Lantern Wealth Advisors, LLC | 0.16% | Add +22.8% | 6,426 | $293K |
| Everest Financial Group LLC | 0.06% | — | 6,303 | $287K |
| Vicus Capital | 0.02% | New | 6,066 | $276K |
| Heritage Wealth Management, Inc. | 0.08% | New | 6,015 | $274K |
| Bank of Montreal | 0.00% | Reduce -50.3% | 5,855 | $267K |
| Next Level Private LLC | 0.07% | Add +0.5% | 5,733 | $261K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -14.6% | 5,714 | $260K |
| Brand Asset Management Group, Inc. | 0.07% | Add +0.3% | 5,695 | $260K |
| Strategic Blueprint, LLC | 0.01% | Add +3.1% | 5,513 | $251K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 5,482 | $250K |
| Sonoma Allocations LLC | 0.08% | New | 5,122 | $244K |
| Clark Wealth Partners | 0.14% | No change | 5,071 | $231K |
| AE Wealth Management LLC | 0.00% | New | 4,987 | $227K |
| NewEdge Advisors, LLC | 0.00% | New | 4,903 | $223K |
| Thompson David Blair | 0.13% | — | 4,882 | $222K |
| Savvy Advisors, Inc. | 0.01% | Reduce -63.2% | 4,740 | $216K |
| Fingerlakes Wealth Management, Inc. | 0.14% | New | 4,675 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,558 | $208K |
| Rockbridge Investment Management, LCC | 0.02% | Reduce -16.5% | 4,401 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 3,557 | $162K |
| Allworth Financial LP | 0.00% | Add +7.3% | 3,199 | $146K |
| Signaturefd, LLC | 0.00% | New | 2,623 | $120K |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 2,519 | $115K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.9% | 2,364 | $108K |
| Clarity Asset Management, Inc. | 0.05% | New | 2,121 | $97K |
| Russell Investments Group, Ltd. | 0.00% | Add +3134.4% | 2,070 | $94K |
| Rothschild Investment LLC | 0.00% | No change | 1,675 | $76K |
| International Assets Investment Management, LLC | 0.00% | New | 1,350 | $62K |
| Northwest Capital Management Inc | 0.26% | Reduce -67.4% | 1,293 | $59K |
| Global Retirement Partners, LLC | 0.00% | New | 1,280 | $58K |
| WFA of San Diego, LLC | 0.04% | No change | 1,225 | $56K |
| MCF Advisors LLC | 0.00% | New | 1,167 | $53K |
| Parkside Financial Bank & Trust | 0.00% | New | 1,136 | $52K |
| Fifth Third Bancorp | 0.00% | Reduce -57.4% | 625 | $28K |
| FMR LLC | 0.00% | Add +1593.1% | 491 | $22K |
| Manchester Capital Management LLC | 0.00% | New | 418 | $19K |
| St Germain D J Co. Inc. | 0.00% | No change | 402 | $18K |
| Arax Advisory Partners | 0.00% | New | 306 | $14K |
| Johnson Financial Group, Inc. | 0.00% | No change | 277 | $13K |
| Bessemer Group Inc. | 0.00% | New | 250 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 228 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 200 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.6% | 174 | $8K |
| Horizon Investments, LLC | 0.00% | New | 164 | $7K |
| Valued Wealth Advisors LLC | 0.00% | New | 146 | $7K |
| IAG Wealth Partners, LLC | 0.00% | New | 127 | $6K |
| Team Financial Group, LLC | 0.00% | New | 113 | $5K |
| Assetmark, Inc. | 0.00% | Add +11.4% | 88 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 70 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 22 | $1K |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $60 |
| Citigroup Inc. | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is PVAL's weight in each manager's 13F, not the share of Putnam Focused LRG Cap Value the manager owns.