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 18 institutions that hold shares in the stock, with a total of 6.77 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
4,875,592
shares
|
$236 Million
0.14% of portfolio
|
Q1 2025
Added 1379.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
876,755
shares
|
$42.5 Million
0.97% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
811,979
shares
|
$39.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
99,091
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,051
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
25,076
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Added 315.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,764
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 55.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,144
shares
|
$588,498
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
5,360
shares
|
$259,745
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,304
shares
|
$208,571
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,416
shares
|
$68,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
377
shares
|
$18,269
0.01% of portfolio
|
Q1 2025
Added 611.32%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
302
shares
|
$14,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
76
shares
|
$3,682
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|