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PY PRINCIPAL EXCHANGE TRADED FD

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PRNCPL VLU ETF (fund)

19 managers (20 13F filers) reported a position in PY shares at 2026-06-30, 5,325,374 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
20
New
5
Added
10
Reduced
4
Sold out
3
Shares held by filers
5,325,374

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding3,635,069$196M+233,220Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,470,675$79.3M0.02%+201,80313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,270$4.64M0.01%+3,04213F-HRTimeline
LPL Financial LLC30,870$1.66M<0.01%+1,46913F-HRTimeline
Capital Investment Advisory Services, L…19,141$1.03M0.06%-2,20613F-HRTimeline
Cambridge Investment Research Advisors,…17,424$939K<0.01%+1,14313F-HR/ATimeline
Smartleaf Asset Management LLC17,237$930K0.03%013F-HRTimeline
GTS SECURITIES LLC13,890$749K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,265$553K<0.01%-4213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,700$523K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,975$268K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,773$257K<0.01%-83413F-HRTimelineGroup
Cetera Investment Advisers4,739$255K<0.01%+47913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,368$73.7K<0.01%+9813F-HRTimelineGroup
Cape Investment Advisory, Inc.664$35.8K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187$10.1K<0.01%+5313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC66$3.56K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC58$3.12K<0.01%+1313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3$161<0.01%-41413F-HRTimelineGroup