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 16 institutions that hold shares in the stock, with a total of 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
876,530
shares
|
$44.4 Million
0.98% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
805,126
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
329,486
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
107,339
shares
|
$5.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,691
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,240
shares
|
$973,736
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,528
shares
|
$431,602
0.05% of portfolio
|
Q3 2024
Added 65.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,123
shares
|
$411,105
0.0% of portfolio
|
Q3 2024
Reduced 47.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,040
shares
|
$305,684
0.03% of portfolio
|
Q4 2024
Added 156.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,021
shares
|
$254,112
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,260
shares
|
$215,598
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
361
shares
|
$18,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
217
shares
|
$10,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
114
shares
|
$5,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|