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Putnam Focused US Rsrch ETF (PFRX)

CUSIP: 746729722 | NYSE | 36 institutional holders

Quarters

Q3 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC433,938
0.0% of portfolio›$14.3M
Cambridge Investment Research Advisors, Inc.83,375
0.0% of portfolio›$2.8K
Western Wealth Management, LLC73,157
0.1% of portfolio›$2.1M
J.W. Cole Advisors, Inc.36,279
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC35,224
0.0% of portfolio›$1.2M
Private Advisor Group, LLC21,607
0.0% of portfolio›$713.2K
JAG Capital Management, LLC19,672
0.1% of portfolio›$649.3K
FMR LLC18,405
0.0% of portfolio›$607.5K
UBS Group AG16,826
0.0% of portfolio›$555.4K
Kestra Advisory Services, LLC12,470
0.0% of portfolio›$411.6K
Professional Financial Advisors, LLC11,700
0.1% of portfolio›$386.2K
Institute for Wealth Management, Llc.9,579
0.0% of portfolio›$316.2K
Altfest L J & Co Inc9,272
0.0% of portfolio›$306.0K
Stackstone Wealth, LLC8,774
0.0% of portfolio›$289.6K
Uniting Wealth Partners, LLC6,998
0.0% of portfolio›$231.0K
Global Retirement Partners, LLC6,739
0.0% of portfolio›$222.4K
Truist Financial Corp6,724
0.0% of portfolio›$223.8K
Independent Financial Group, LLC6,678
0.0% of portfolio›$220.4K
HighTower Advisors, LLC6,354
0.0% of portfolio›$209.7K
Clearstead Advisors, LLC2,711
0.0% of portfolio›$89.5K
IFP Advisors, Inc1,778
0.0% of portfolio›$58.7K
Jacobi Capital Management LLC1,627
0.0% of portfolio›$53.7K
Strategic Advocates LLC1,596
0.2% of portfolio›$52.7K
Harbour Investments, Inc.1,386
0.0% of portfolio›$45.7K
Advocate Investing Services LLC1,151
0.0% of portfolio›$38.0K
Assetmark, Inc976
0.0% of portfolio›$32.2K
Key FInancial Inc654
0.0% of portfolio›$21.6K
Archer Investment Corp441
0.0% of portfolio›$14.6K
US Bancorp \de\408
0.0% of portfolio›$13.5K
Main Street Group, LTD364
0.0% of portfolio›$12.0K
IFG Advisory, LLC358
0.0% of portfolio›$11.8K
Nvwm, LLC316
0.0% of portfolio›$10.4K
Valley National Advisers Inc247
0.0% of portfolio›$8.2K
Latitude Advisors, LLC187
0.0% of portfolio›$6.2K
Lanark Financial, Inc.140
0.0% of portfolio›$4.6K
Golden State Wealth Management, LLC67
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
LPL Financial LLC
433,938$14.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
83,375$2.8K0.0%ETFLowFairfield, IA2026-11-02
Western Wealth Management, LLC
73,157$2.1M0.1%ETFLowGolden, CO2026-11-09
J.W. Cole Advisors, Inc.
36,279$1.2M0.0%CoreLowTampa, FL2026-11-05
Commonwealth Equity Services, LLC
35,224$1.2M0.0%ETFLowWaltham, MA2026-11-02
Private Advisor Group, LLC
21,607$713.2K0.0%ETFMediumMorristown, NJ2026-11-10
JAG Capital Management, LLC
19,672$649.3K0.1%GrowthHighSt Louis, MO2026-11-06
FMR LLC
18,405$607.5K0.0%GrowthMediumBoston, MA2026-11-10
UBS Group AG
16,826$555.4K0.0%CoreMediumZurich, Switzerland2026-11-10
Kestra Advisory Services, LLC
12,470$411.6K0.0%IndexLowAustin, TX2026-11-02
Professional Financial Advisors, LLC
11,700$386.2K0.1%ETFMediumNorth Platte, NE2026-10-13
Institute for Wealth Management, Llc.
9,579$316.2K0.0%GrowthLowDenver, CO2026-11-06
Altfest L J & Co Inc
9,272$306.0K0.0%ETFHighNew York, NY2026-10-27
Stackstone Wealth, LLC
8,774$289.6K0.0%CoreN/ADubuque, IA2026-10-19
Uniting Wealth Partners, LLC
6,998$231.0K0.0%CoreMediumDenver, CO2026-11-06
Global Retirement Partners, LLC
6,739$222.4K0.0%CoreLowSan Rafael, CA2026-11-10
Truist Financial Corp
6,724$223.8K0.0%CoreLowCharlotte, NC2026-10-30
Independent Financial Group, LLC
6,678$220.4K0.0%GrowthLowSan Diego, CA2026-10-13
HighTower Advisors, LLC
6,354$209.7K0.0%IndexLowChicago, IL2026-11-10
Clearstead Advisors, LLC
2,711$89.5K0.0%ETFLowCleveland, OH2026-11-06
IFP Advisors, Inc
1,778$58.7K0.0%CoreLowTampa, FL2026-10-16
Jacobi Capital Management LLC
1,627$53.7K0.0%CoreLowPittston, PA2026-11-05
Strategic Advocates LLC
1,596$52.7K0.2%ETFLowSacramento, CA2026-11-03
Harbour Investments, Inc.
1,386$45.7K0.0%ETFLowMadison, WI2026-11-09
Advocate Investing Services LLC
1,151$38.0K0.0%ETFLowWoodbine, MD2026-10-26
Assetmark, Inc
976$32.2K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
654$21.6K0.0%ETFLowWest Chester, PA2026-11-02
Archer Investment Corp
441$14.6K0.0%CoreMediumCarmel, IN2026-11-05
US Bancorp \de\
408$13.5K0.0%CoreLowMinneapolis, MN2026-11-05
Main Street Group, LTD
364$12.0K0.0%ETFMediumGlen Allen, VA2026-10-28
IFG Advisory, LLC
358$11.8K0.0%ETFLowAtlanta, GA2026-11-09
Nvwm, LLC
316$10.4K0.0%GrowthMediumYardley, PA2026-10-14
Valley National Advisers Inc
247$8.2K0.0%ETFLowBethlehem, PA2026-10-23
Latitude Advisors, LLC
187$6.2K0.0%ETFLowYorkville, IL2026-10-27
Lanark Financial, Inc.
140$4.6K0.0%CoreMediumBirmingham, AL2026-10-26
Golden State Wealth Management, LLC
67$2.2K0.0%ETFMediumSanta Ana, CA2026-11-02