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 19 institutions that hold shares in the stock, with a total of 3.34 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,375,686
shares
|
$70.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 58.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
933,336
shares
|
$48 Million
0.81% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
791,413
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2025
Added 40.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
97,944
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
27,143
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,592
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22,800
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
20,321
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,876
shares
|
$816,185
0.0% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
15,297
shares
|
$786,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
5,684
shares
|
$292,214
0.01% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,980
shares
|
$256,021
0.0% of portfolio
|
Q3 2025
Reduced 68.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,260
shares
|
$219,006
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,416
shares
|
$72,796
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
451
shares
|
$23,185
0.01% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
416
shares
|
$21,386
0.0% of portfolio
|
Q2 2025
Added 13766.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
134
shares
|
$6,888
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$51
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
|
|