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Principal Value ETF (PY) Institutional Ownership

Principal Value ETF logo
$58.06 +0.03 (+0.05%)
As of 03:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$89.61M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$135.22M
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PY Institutional Buying and Selling by Quarter

Principal Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Principal Financial Group Inc.1,973,436$101.64M0.1%+155.0%49.960%
4/30/2026 Kestra Advisory Services LLC10,307$531K0.0%-3.1%0.261%
4/27/2026Integrity Wealth Partners LLC5,973$308K0.3%N/A0.151%
2/13/2026 Kestra Advisory Services LLC10,633$555K0.0%N/A0.301%
2/13/2026 Smartleaf Asset Management LLC20,794$1.09M0.0%+2.3%0.589%
2/12/2026 Principal Securities Inc.1,157,632$60.42M0.9%+24.0%32.794%
2/11/2026 LPL Financial LLC26,455$1.38M0.0%+3.4%0.749%
2/5/2026 Northwestern Mutual Wealth Management Co.40,876$2.13M0.0%+30,404.5%1.158%
2/2/2026 Principal Financial Group Inc.773,759$40.37M0.0%-43.8%21.920%
1/8/2026 Wealth Enhancement Advisory Services LLC96,891$5.14M0.0%-1.1%4.054%
11/17/2025Susquehanna International Group LLP4,980$261K0.0%-68.8%0.223%
11/17/2025Citadel Advisors LLC15,297$803K0.0%N/A0.686%
11/14/2025Two Sigma Investments LP22,800$1.20M0.0%-29.4%1.022%
11/5/2025 Smartleaf Asset Management LLC20,321$1.06M0.1%-23.7%0.911%
11/5/2025 Capital Investment Advisory Services LLC27,143$1.43M0.1%-20.4%1.217%
11/5/2025 Envestnet Asset Management Inc.791,413$41.54M0.0%+40.8%35.489%
11/4/2025 Principal Financial Group Inc.1,375,686$72.18M0.0%-58.5%61.690%
8/15/2025 Smartleaf Asset Management LLC26,640$1.31M0.1%+22.4%0.583%
8/14/2025Jane Street Group LLC6,000$297K0.0%N/A0.131%
8/14/2025Raymond James Financial Inc.2,365$117K0.0%N/A0.052%
8/12/2025 NFP Retirement Inc.5,684$282K0.0%+6.0%0.124%
8/1/2025 Envestnet Asset Management Inc.562,254$27.86M0.0%-30.8%12.250%
7/10/2025 Wealth Enhancement Advisory Services LLC97,989$4.94M0.0%-1.1%2.163%
5/14/2025Smartleaf Asset Management LLC21,764$1.06M0.1%+55.8%0.347%
5/13/2025NFP Retirement Inc.5,360$263K0.0%+4.2%0.085%
5/7/2025LPL Financial LLC31,051$1.52M0.0%+33.8%0.489%
4/30/2025Principal Securities Inc.876,755$43.41M1.0%+0.0%13.983%
4/29/2025Envestnet Asset Management Inc.811,979$39.84M0.0%-1.6%12.950%
4/29/2025Capital Investment Advisory Services LLC25,076$1.23M0.1%+315.2%0.400%
4/28/2025Principal Financial Group Inc.4,875,592$238.95M0.1%+1,379.8%77.761%
4/22/2025Cambridge Investment Research Advisors Inc.12,144$596K0.0%+6.5%0.194%
4/16/2025Wealth Enhancement Advisory Services LLC99,091$4.86M0.0%-3.8%1.585%
3/17/2025Wealth Enhancement Advisory Services LLC103,058$5.10M0.0%-4.0%6.171%
2/18/2025GTS Securities LLC28,395$1.41M0.1%+30.9%1.700%
2/13/2025NFP Retirement Inc.5,146$255K0.0%N/A0.308%
2/13/2025Envestnet Asset Management Inc.825,212$40.86M0.0%+2.5%49.414%
2/11/2025LPL Financial LLC23,213$1.15M0.0%+20.6%1.390%
2/5/2025Smartleaf Asset Management LLC13,967$691K0.1%+63.8%0.836%
1/31/2025Principal Financial Group Inc.329,486$16.32M0.0%+6.7%19.969%
1/30/2025Principal Securities Inc.876,530$43.40M1.0%+3.6%53.123%
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1/23/2025Capital Investment Advisory Services LLC6,040$299K0.0%+156.1%0.366%
12/19/2024Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175%
10/31/2024Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175%
10/28/2024Principal Securities Inc.846,030$42.38M1.0%+2.6%55.296%
10/24/2024Wealth Enhancement Advisory Services LLC107,339$5.38M0.0%-6.6%7.016%
8/8/2024Envestnet Asset Management Inc.784,656$36.07M0.0%+19.7%51.964%
7/29/2024Principal Financial Group Inc.287,518$13.22M0.0%+10.2%19.041%
7/16/2024Wealth Enhancement Advisory Services LLC114,942$5.28M0.0%-12.1%7.714%
4/29/2024Principal Financial Group Inc.260,919$12.23M0.0%+9.5%19.045%
4/16/2024Wealth Enhancement Advisory Services LLC130,729$6.13M0.0%-16.1%9.684%
2/7/2024Principal Financial Group Inc.238,351$10.34M0.0%N/A18.195%
2/7/2024Principal Securities Inc.611,342$26.52M1.0%N/A46.667%
11/13/2023Envestnet Asset Management Inc.340,470$13.41M0.0%+17.6%29.606%
10/24/2023Cambridge Investment Research Advisors Inc.10,476$413K0.0%-21.1%0.911%
8/4/2023Envestnet Asset Management Inc.289,429$12.02M0.0%+38.9%32.159%
7/31/2023LPL Financial LLC13,132$545K0.0%+17.3%1.459%
7/13/2023Cambridge Investment Research Advisors Inc.13,275$551K0.0%-32.2%1.475%
5/11/2023Envestnet Asset Management Inc.208,332$8.43M0.0%+29.5%26.042%
2/8/2023Cambridge Investment Research Advisors Inc.20,147$824K0.0%+2.1%2.239%
2/7/2023Envestnet Asset Management Inc.160,931$6.58M0.0%+27.9%17.881%
2/2/2023Capital Wealth Management LLC48,045$1.97M1.3%+40.0%4.004%
11/10/2022Envestnet Asset Management Inc.125,841$4.62M0.0%+21.7%6.292%
10/28/2022Capital Wealth Management LLC34,329$1.26M1.0%+40.2%1.716%
10/17/2022Cambridge Investment Research Advisors Inc.19,727$725K0.0%+1.7%0.939%
8/16/2022Kingsview Wealth Management LLC36,306$1.41M0.1%N/A0.854%
8/13/2022Flow Traders U.S. LLC8,103$314K0.0%+37.3%0.191%
8/9/2022Capital Wealth Management LLC24,482$949K0.7%+211.0%0.576%
8/4/2022Northwestern Mutual Wealth Management Co.7,080$275K0.0%N/A0.167%
8/3/2022Envestnet Asset Management Inc.103,428$4.01M0.0%+30.0%2.434%
7/13/2022Cambridge Investment Research Advisors Inc.19,402$753K0.0%+2.4%0.350%
5/10/2022Capital Wealth Management LLC7,873$349K0.2%N/A0.159%
5/4/2022Envestnet Asset Management Inc.79,586$3.53M0.0%+46.6%1.434%


PY Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Principal Value ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($101.64M), Principal Securities Inc. ($60.42M), Envestnet Asset Management Inc. ($41.54M), Wealth Enhancement Advisory Services LLC ($5.14M), Northwestern Mutual Wealth Management Co. ($2.13M), Capital Investment Advisory Services LLC ($1.43M), and GTS Securities LLC ($1.41M).Learn more on Principal Value ETF's institutional investors.

Of the 15 institutional investors that purchased Principal Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($5.81M), Principal Securities Inc. ($276.63K), Envestnet Asset Management Inc. ($249.25K), Northwestern Mutual Wealth Management Co. ($40.74K), Capital Investment Advisory Services LLC ($22.72K), Smartleaf Asset Management LLC ($18.59K), and Citadel Advisors LLC ($15.30K).

Institutional investors have bought a total of 1,731,989 shares in the last 24 months. This purchase volume represents approximately $89.61M in transactions.

The following institutional investors have sold Principal Value ETF stock in the last 24 months: Principal Financial Group Inc. ($2.54M), Susquehanna International Group LLP ($11.00K), Two Sigma Investments LP ($9.50K), Capital Investment Advisory Services LLC ($6.96K), Smartleaf Asset Management LLC ($6.32K), Wealth Enhancement Advisory Services LLC ($1.05K), and Kestra Advisory Services LLC ($326.00).

Institutional investors have sold a total of 2,578,944 shares in the last 24 months. This volume of shares sold represents approximately $135.22M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/4/2026. New 13F filings are added each quarter as they're published.
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