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 20 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $115 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
|
$44.5 Million
0.98% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
825,212
shares
|
$41.9 Million
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
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
|
$5.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
28,395
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,213
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,967
shares
|
$708,964
0.07% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,399
shares
|
$578,613
0.0% of portfolio
|
Q4 2024
Added 127.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,040
shares
|
$306,590
0.03% of portfolio
|
Q4 2024
Added 156.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,855
shares
|
$297,199
0.0% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
5,146
shares
|
$261,210
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,260
shares
|
$216,237
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,416
shares
|
$71,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
217
shares
|
$11,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
114
shares
|
$5,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
53
shares
|
$2,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$50
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
|