Inst. Holders
50 funds
PV
PVAL
PUTNAM ETF TRUST
$52.78 ▲ +0.33%
Prev close $52.6128 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on PVAL right now — valuation, ownership and activity at a glance.
Inst. Value
$6.9B
Inst. Activity
28 buys / 4 sells
SEC Reports
2
Price chart 30d -3.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: PVAL — 73.5% short (0.5M / 0.7M)
Short: 537,130 | Exempt: 0 | TRF Vol: 730,998 | Short Ratio: 73.5% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
LPL Financial LLC — DOUBLED
9,975,366 shares ($508.2M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC WELLS FARGO & COMPANY/MN — ADD
3,450,127 shares ($175.8M)
Three institutions, including Wells Fargo and Morgan Stanley, added $132M in PVAL positions during Q3 2025, while two qu
INST-CLUSTER — Impact 3/10
Three mega-passive institutions — Fidelity, BofA, and Wells Fargo — significantly increased their holdings in PUTNAM ETF
INST-CLUSTER — Impact 6/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 4.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: PVAL — 73.5% short (0.5M / 0.7M)
Short: 537,130 | Exempt: 0 | TRF Vol: 730,998 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: PVAL — 58.0% short (0.4M / 0.8M)
Short: 446,646 | Exempt: 12,032 | TRF Vol: 769,744 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: PVAL — 75.2% short (0.5M / 0.7M)
Short: 498,252 | Exempt: 0 | TRF Vol: 662,932 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: PVAL — 77.2% short (1.2M / 1.5M)
Short: 1,193,907 | Exempt: 2 | TRF Vol: 1,546,579 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: PVAL — 81.2% short (0.7M / 0.8M)
Short: 670,667 | Exempt: 0 | TRF Vol: 825,501 | Short Ratio: 81.2% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own PVAL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.9B total value (135,153,311 shares) as of 2026-Q2. Top holders: BANK, MORGAN, LPL. Net buying activity: 28 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 38,242,878 | $1.9B | 28.3% | ADD +48.4% |
| MORGAN STANLEY | 17,490,722 | $891.2M | 12.9% | ADD +47.6% |
| LPL Financial LLC | 9,975,366 | $508.2M | 7.4% | DOUBLED +699.5% |
| Cetera Investment Advisers | 9,411,298 | $479.5M | 7.0% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,976,865 | $406.4M | 5.9% | ADD +30.0% |
| GLENMEDE TRUST CO NA | 7,259,712 | $369.9M | 5.4% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,620,755 | $337.3M | 4.9% | — |
| UBS Group AG | 5,997,586 | $305.6M | 4.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 5,400,725 | $275.2M | 4.0% | — |
| WELLS FARGO & COMPANY/MN | 3,450,127 | $175.8M | 2.6% | ADD +28.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | DOUBLED | 1,247,690 | 9,975,366 | +699.5% | $508.2M |
| WELLS FARGO & COMPANY/MN | ADD | 2,688,577 | 3,450,127 | +28.3% | $175.8M |
| OSAIC HOLDINGS, INC. | DOUBLED | 405,747 | 1,674,245 | +312.6% | $85.3M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,037,458 | 1,669,830 | +61.0% | $85.1M |
| MML INVESTORS SERVICES, LLC | ADD | 628,489 | 937,682 | +49.2% | $47.8M |
| M&T BANK CORP | DOUBLED | 418,153 | 878,615 | +110.1% | $44.8M |
| Rockefeller Capital Management L.P. | ADD | 642,679 | 834,984 | +29.9% | $42.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | DOUBLED | 238,567 | 559,528 | +134.5% | $28.5M |
| Private Advisor Group, LLC | DOUBLED | 39,644 | 533,671 | +1246.2% | $27.2M |
| TRUIST FINANCIAL CORP | TRIM | 550,935 | 374,301 | -32.1% | $19.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PVAL.
Shares short
782,685
Settlement Sep 15, 2026
Change vs prior
+333.2%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All PVAL filing & press-release reports (2)
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportFeb 28, 2026