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 17 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
824,422
shares
|
$41.1 Million
1.04% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
784,656
shares
|
$39.1 Million
0.01% of portfolio
|
Q2 2024
Added 19.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
287,518
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2024
Added 10.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
114,942
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,271
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 252.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
18,377
shares
|
$916,460
0.0% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,349
shares
|
$765,454
0.0% of portfolio
|
Q2 2024
Reduced 33.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,149
shares
|
$256,780
0.04% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
5,024
shares
|
$250,546
0.0% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
4,505
shares
|
$224,664
0.0% of portfolio
|
Q2 2024
Added 2.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
217
shares
|
$10,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
100
shares
|
$4,987
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
84
shares
|
$4,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
73
shares
|
$3,640
0.0% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
18
shares
|
$897
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
15
shares
|
$748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|