PGRO Institutional Ownership & Shareholders
PUTNAM FOCUSED LRG CAP GROW (PGRO) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $122.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of PGRO tracked by InsiderSet, reporting ownership valued at approximately $25.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.19M, representing an estimated loss of -4.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed PGRO value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Next Level Private Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in PUTNAM FOCUSED LRG CAP GROW (PGRO).
This page ranks the largest institutional PGRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$122.15M
Largest Holder
Cetera Investment Advisers
Largest Position
$25.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.02% | 532,108 | $25,360,286 | $24,192,343 | -$1,167,943 | -4.61% | |
| Next Level Private Llc | 2.79% | 301,933 | $14,514,834 | $13,727,414 | -$787,420 | -5.42% | |
| Rfg Advisory, Llc | 0.20% | 264,218 | $12,592,630 | $12,012,698 | -$579,932 | -4.61% | |
| Benjamin Edwards Inc | 0.06% | 128,843 | $6,140,554 | $5,857,860 | -$282,694 | -4.60% | |
| Sequent Planning Llc | 1.21% | 119,206 | $5,681,347 | $5,419,713 | -$261,634 | -4.61% | |
| Prosperity Financial Group, Inc. | 1.26% | 88,909 | $4,274,148 | $4,042,257 | -$231,891 | -5.43% | |
| &Partners | 0.02% | 81,851 | $3,901,638 | $3,721,364 | -$180,274 | -4.62% | |
| Lpl Financial Llc | 0.00% | 74,899 | $3,569,663 | $3,405,291 | -$164,372 | -4.60% | |
| Professional Financial Advisors, Llc | 0.58% | 71,145 | $3,420,184 | $3,234,615 | -$185,569 | -5.43% | |
| Smith, Moore & Co. | 0.07% | 21,809 | $1,039,424 | $991,548 | -$47,876 | -4.61% | |
| Aptus Capital Advisors, Llc | 0.01% | 21,520 | $1,025,643 | $978,409 | -$47,234 | -4.61% | |
| Janney Montgomery Scott Llc | 0.00% | 16,476 | $785,000 | $749,083 | -$35,917 | -4.58% | |
| Envestnet Asset Management Inc | 0.00% | 15,708 | $748,656 | $714,166 | -$34,490 | -4.61% | |
| Wealthcare Investment Partners, Llc | 0.07% | 6,095 | $290,467 | $277,110 | -$13,357 | -4.60% | |
| World Investment Advisors | 0.00% | 6,122 | $246,656 | $278,337 | +$31,681 | +12.84% | |
| Allworth Financial Lp | 0.00% | 5,000 | $238,300 | $227,326 | -$10,975 | -4.61% | |
| Mml Investors Services, Llc | 0.00% | 4,805 | $229,019 | $218,460 | -$10,559 | -4.61% | |
| Osaic Holdings, Inc. | 0.00% | 814 | $38,795 | $37,009 | -$1,786 | -4.60% | |
| Assetmark, Inc | 0.00% | 119 | $5,721 | $5,410 | -$311 | -5.43% | |
| Smartleaf Asset Management Llc | 0.00% | 43 | $2,018 | $1,955 | -$63 | -3.12% |
Frequently asked questions about PGRO
Who are the largest institutional holders of PGRO?
The largest institutional holders of PGRO reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Next Level Private Llc, Rfg Advisory, Llc, Benjamin Edwards Inc, and Sequent Planning Llc. InsiderSet ranks institutional holders by their latest reported PGRO position.
What is PGRO institutional ownership?
This page tracks PGRO positions reported by institutional investment managers through SEC Form 13F. PUTNAM FOCUSED LRG CAP GROW (PGRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PGRO?
InsiderSet currently tracks 20 institutional managers reporting PGRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PGRO shareholders.
How much PGRO stock do institutions own?
Institutional investment managers disclosed approximately $122.15M in PGRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PGRO institutional ownership last updated?
The latest PGRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PGRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PGRO position after the reporting date.
Are institutions buying or selling PGRO?
Institutional buying and selling can be analyzed by comparing PGRO positions across consecutive 13F reporting periods. InsiderSet's PGRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PGRO ownership changes.
How has PGRO institutional ownership changed over time?
InsiderSet tracks PGRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.