Institutional Ownership Principal Exchange Traded Fund (PY)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PY). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,317,547
shares
|
$167 Million
0.09% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
684,709
shares
|
$34.5 Million
0.64% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
562,254
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
97,989
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
49,797
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Added 60.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
34,106
shares
|
$1.72 Million
0.15% of portfolio
|
Q2 2025
Added 36.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,300
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,640
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
19,240
shares
|
$968,156
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,975
shares
|
$803,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,026
shares
|
$655,468
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$301,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
5,360
shares
|
$269,715
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,260
shares
|
$214,363
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,365
shares
|
$119,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,442
shares
|
$72,561
0.0% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
451
shares
|
$22,694
0.01% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
126
shares
|
$6,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3
shares
|
$150
0.0% of portfolio
|
Q2 2025
Reduced 96.05%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|