PUTNAM SUSTAINABLE LEADERS FUND - PLDR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | History | Added to | 23,322,468 | 867,845 | 0.21% | 0.2% | 1 | +1,491,920 | 6.83% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | Added to | 63,803 | 2,374 | 0.05% | 0.05% | 2 | +1,151 | 1.84% | Q4 2025 | Feb 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 41,444 | 1,542 | 0.43% | 0.46% | 3 | -930 | -2.19% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,563 | 728 | 0.0% | — | 4 | +19,563 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,413 | 722 | 0.0% | 0.0% | 5 | -1,646 | -7.82% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,532 | 317 | 0.01% | — | 6 | +8,532 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 348 | 12 | 0.0% | — | 7 | +348 | New | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 11 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | New | 75 | 2 | 0.0% | — | 9 | +75 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,276 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |