Marshall Wace
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Marshall Wace’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Marshall Wace’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Buy
+89,674
New +$4.46M ﹤0.01% 1426
2025
Q2 		– Sell
-12,600
Closed -$480K – 3073
2025
Q1 		$480K Buy
+12,600
New +$483K ﹤0.01% 2092

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace's PVAL Position: Q2 2026 in Review

Marshall Wace opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 89,674 shares worth $4.57M. The stake represents ﹤0.01% of the portfolio and ranks #1426 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PVAL as recently as Q1 2025.

Marshall Wace first reported a position in PVAL in Q1 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Marshall Wace held 89,674 shares of Putnam Focused Large Cap Value ETF worth $4.57M as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Marshall Wace position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1426 holding.
  • Marshall Wace first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.