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 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $313 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
|
$226 Million
0.14% of portfolio
|
Q1 2025
Added 1379.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
876,755
shares
|
$40.6 Million
0.97% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
811,979
shares
|
$37.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
99,091
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
28,395
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
25,076
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2025
Added 315.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,213
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,967
shares
|
$646,951
0.07% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,144
shares
|
$562,510
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,855
shares
|
$271,203
0.0% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
5,146
shares
|
$238,362
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,260
shares
|
$197,323
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,416
shares
|
$65,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
217
shares
|
$10,051
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
53
shares
|
$2,454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|