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PGRO Institutional Ownership

Putnam Focused Large Cap Growth ETF
1W: +0.7% 1M: +4.8% 3M: +3.5% YTD: +9.4% 1Y: +8.9% 3Y: +96.8% 5Y: +72.4%
$48.70
+0.46 (+0.96%)
 
Weekly Expected Move ±2.0%
$47 $48 $49 $50 $51
ETF AMEX · AUM $220.4M

Institutional Ownership — PGRO

23
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
117M
Total Invested
5
New Positions
8
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (26 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FRANKLIN RESOURCES INC NEW 620,131 $30M — +0.0% 1Q SEC ↗
2 Cetera Investment Advisers 532,108 $26M +119,580 +29.0% 17Q SEC ↗
3 Next Level Private LLC 268,851 $13M +62,583 +30.3% 7Q SEC ↗
4 RFG Advisory, LLC NEW 264,218 $13M — +0.0% 1Q SEC ↗
5 BENJAMIN EDWARDS INC 128,843 $6M +20,151 +18.5% 8Q SEC ↗
6 Sequent Planning LLC 119,206 $6M +17,667 +17.4% 4Q SEC ↗
7 HighTower Advisors, LLC 93,723 $5M -4,125 -4.2% 3Q SEC ↗
8 Prosperity Financial Group, Inc. 92,024 $4M +2,425 +2.7% 12Q SEC ↗
9 &PARTNERS 81,851 $4M +32,707 +66.6% 4Q SEC ↗
10 LPL Financial LLC 74,899 $4M -5,572 -6.9% 11Q SEC ↗
11 Professional Financial Advisors, LLC 74,126 $4M -588 -0.8% 13Q SEC ↗
12 SMITH, MOORE & CO. 21,809 $1M +2,890 +15.3% 4Q SEC ↗
13 Aptus Capital Advisors, LLC 21,520 $1M — +0.0% 6Q SEC ↗
14 MGO ONE SEVEN LLC 20,652 $1M -83 -0.4% 3Q SEC ↗
15 Janney Montgomery Scott LLC NEW 16,476 $802K — +0.0% 1Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 15,708 $765K +8,037 +104.8% 2Q SEC ↗
17 World Investment Advisors 6,122 $298K — +0.0% 5Q SEC ↗
18 WealthCare Investment Partners, LLC 6,095 $297K — +0.0% 15Q SEC ↗
19 Allworth Financial LP NEW 5,000 $244K — +0.0% 1Q SEC ↗
20 MML INVESTORS SERVICES, LLC NEW 4,805 $234K — +0.0% 1Q SEC ↗
21 OSAIC HOLDINGS, INC. 814 $40K — +0.0% 6Q SEC ↗
22 ASSETMARK, INC 119 $6K — +0.0% 5Q SEC ↗
23 Smartleaf Asset Management LLC 43 $2K — +0.0% 2Q SEC ↗
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -14,942 -100.0% 1Q SEC ↗
25 ROYAL BANK OF CANADA 0 $0K -6,081 -100.0% 4Q SEC ↗
26 JONES FINANCIAL COMPANIES LLLP 0 $0K -7 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
HolderSharesValue
FRANKLIN RESOURCES INC 620,131 $30M
RFG Advisory, LLC 264,218 $13M
Janney Montgomery Scott LLC 16,476 $802K
Allworth Financial LP 5,000 $244K
MML INVESTORS SERVICES, LLC 4,805 $234K
Sold Out (3)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 14,942 $728K
ROYAL BANK OF CANADA 6,081 $296K
JONES FINANCIAL COMPANIES LLLP 7 $0K
Biggest Increases (8)
HolderAddedChange %Total Shares
Cetera Investment Advisers +119,580 +29.0% 532,108
Next Level Private LLC +62,583 +30.3% 268,851
&PARTNERS +32,707 +66.6% 81,851
BENJAMIN EDWARDS INC +20,151 +18.5% 128,843
Sequent Planning LLC +17,667 +17.4% 119,206
ENVESTNET ASSET MANAGEMENT INC +8,037 +104.8% 15,708
SMITH, MOORE & CO. +2,890 +15.3% 21,809
Prosperity Financial Group, Inc. +2,425 +2.7% 92,024
Biggest Decreases (4)
HolderReducedChange %Total Shares
LPL Financial LLC -5,572 -6.9% 74,899
HighTower Advisors, LLC -4,125 -4.2% 93,723
Professional Financial Advisors, LL -588 -0.8% 74,126
MGO ONE SEVEN LLC -83 -0.4% 20,652

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms