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Putnam Focused LRG Cap Grow (PGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares902,878 from 264,218
Change+638,660 (+242%)
Value$43.4M (+$30.8M)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares301,933 from 268,851
Change+33,082 (+12%)
Value$14.5M (+$1.7M)
Filed 2026-10-20
Prosperity Financial Group, Inc.
DECREASED
Shares88,909 from 92,024
Change-3,115 (-3%)
Value$4.3M (-$111.7K)
Filed 2026-10-29
Professional Financial Advisors, LLC
DECREASED
Shares71,145 from 74,126
Change-2,981 (-4%)
Value$3.4M (-$112.7K)
Filed 2026-10-13
Assetmark, Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$5.7K (+$49)
Filed 2026-10-21
MGO One Seven LLC
CLOSED
Shares0 from 20,652
Change-20,652 (-100%)
Value$0 (-$984.3K)
Filed 2026-10-28
Franklin Resources Inc
N/A
Shares— from 620,131
Change-620,131 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 532,108
Change-532,108 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 128,843
Change-128,843 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 119,206
Change-119,206 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 93,723
Change-93,723 (-100%)
Value—
&partners
N/A
Shares— from 81,851
Change-81,851 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 74,899
Change-74,899 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,809
Change-21,809 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,708
Change-15,708 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED902,878264,218+638,660+242%$12.6M$43.4M+$30.8M2026-11-03
Next Level Private LLC
INCREASED301,933268,851+33,082+12%$12.8M$14.5M+$1.7M2026-10-20
Prosperity Financial Group, Inc.
DECREASED88,90992,024-3,115-3%$4.4M$4.3M-$111.7K2026-10-29
Professional Financial Advisors, LLC
DECREASED71,14574,126-2,981-4%$3.5M$3.4M-$112.7K2026-10-13
Assetmark, Inc
UNCHANGED11911900%$5.7K$5.7K+$492026-10-21
MGO One Seven LLC
CLOSED020,652-20,652-100%$984.3K$0-$984.3K2026-10-28
Franklin Resources Inc
N/A—620,131-620,131-100%$29.6M———
Cetera Investment Advisers
N/A—532,108-532,108-100%$25.4M———
Benjamin Edwards Inc
N/A—128,843-128,843-100%$6.1M———
Sequent Planning LLC
N/A—119,206-119,206-100%$5.7M———
HighTower Advisors, LLC
N/A—93,723-93,723-100%$4.5M———
&partners
N/A—81,851-81,851-100%$3.9M———
LPL Financial LLC
N/A—74,899-74,899-100%$3.6M———
Smith, Moore & Co.
N/A—21,809-21,809-100%$1.0M———
Aptus Capital Advisors, LLC
N/A—21,520-21,520-100%$1.0M———
Janney Montgomery Scott LLC
N/A—16,476-16,476-100%$785.0K———
Envestnet Asset Management Inc
N/A—15,708-15,708-100%$748.7K———
World Investment Advisors
N/A—6,122-6,122-100%$246.7K———
WealthCare Investment Partners, LLC
N/A—6,095-6,095-100%$290.5K———
Allworth Financial LP
N/A—5,000-5,000-100%$238.3K———
MML Investors Services, LLC
N/A—4,805-4,805-100%$229.0K———
Osaic Holdings, Inc.
N/A—814-814-100%$38.8K———
Smartleaf Asset Management LLC
N/A—43-43-100%$2.0K———
Showing 23 of 23 institutions