PGRO

Putnam Focused LRG Cap Grow
UnclassifiedUSCUSIP 746729409◍ Confluence graph
Tracked 13F Holders
19
-3 QoQ
13F Value (tracked)
$76.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 1 trimming
Insider net (180d)$0

Who owns PGRO?

19 tracked 13F filers

19 tracked 13F filers disclose a position in PGRO as of the latest SEC 13F filings, a combined $76.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Cetera Investment Advisers
$16.6M
413K
+19%
Added · +65K sh
Q1 2026
2Next Level Private LLC
$12.8M
269K
+30%
Added · +63K sh
Q2 2026
3RFG Advisory, LLC
$12.6M
264K
New
+264K sh
Q2 2026
4BENJAMIN EDWARDS INC
$6.1M
129K
+19%
Added · +20K sh
Q2 2026
5Sequent Planning LLC
$5.7M
119K
+17%
Added · +18K sh
Q2 2026
6HighTower Advisors, LLC
$3.9M
98K
+139%
Added · +57K sh
Q1 2026
7Prosperity Financial Group, Inc.
$4.4M
92K
+2.7%
Added · +2K sh
Q2 2026
8&PARTNERS
$3.9M
82K
+67%
Added · +33K sh
Q2 2026
9LPL Financial LLC
$3.2M
80K
−5.2%
Reduced · −4K sh
Q1 2026
10Professional Financial Advisors, LLC
$3.5M
74K
−0.8%
Reduced · −588 sh
Q2 2026
11SMITH, MOORE & CO.
$1.0M
22K
+15%
Added · +3K sh
Q2 2026
12Aptus Capital Advisors, LLC
$1.0M
22K
Held
Q2 2026
13MGO ONE SEVEN LLC
$984K
21K
−0.4%
Reduced · −83 sh
Q2 2026
14ENVESTNET ASSET MANAGEMENT INC
$309K
8K
New
+8K sh
Q1 2026
15WealthCare Investment Partners, LLC
$290K
6K
Held
Q2 2026
16MML INVESTORS SERVICES, LLC
$229K
5K
New
+5K sh
Q2 2026
17OSAIC HOLDINGS, INC.
$33K
814
Held
Q1 2026
18ASSETMARK, INC
$6K
119
Held
Q2 2026
19Smartleaf Asset Management LLC
$2K
43
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PGRO being bought or sold by institutions?

Last quarter, 1 fund opened a new position in PGRO and 5 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
5
funds
Reduced
1
funds
Exited
0
funds

Funds that own PGRO also own

CompanyCo-held byCombined value
APPLE INCAAPL9 funds$1.0B
NVIDIA CORPNVDA9 funds$858.5M
MICROSOFT CORPMSFT9 funds$565.5M
STE STR SPDR PT S&P 500 ETFSPYM9 funds$546.4M
AMAZON.COM INCAMZN9 funds$403.2M
BROADCOM INCAVGO9 funds$393.1M
ISHARES CORE S&P 500 ETFIVV9 funds$351.0M
ALPHABET INC-CL CGOOG9 funds$333.8M
ALPHABET INC-CL AGOOGL9 funds$310.9M
JPMORGAN CHASE & COJPM9 funds$283.1M
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$247.2M
WALMART INCWMT9 funds$208.3M

Ranked by how many of PGRO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

14 funds+6 since Q3 2024
01019Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $52.6M

Share classes

Class13F holdersValue held
PVALmc342 funds$8.0B
FTMHMF Closed and MF Open85 funds$113.7M
FTCAMF Closed and MF Open83 funds$62.4M
FTMUmc78 funds$49.0M
FTNYOTHER61 funds$40.8M
FTMAMF Closed and MF Open60 funds$130.5M
PBDCUIT EXCHANGE TRADED57 funds$65.8M
FTMSmc41 funds$120.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for PGRO

Browse more

Build

Ask your agent what changed in PGRO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PGRO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PGRO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PGRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.