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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 2024-12-31, 2,234,154 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
20
New
6
Added
8
Reduced
3
Sold out
1
Shares held by filers
2,234,154

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding1,206,016$59.7M+51,302Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC825,212$40.9M0.01%+20,08613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,058$5.1M0.01%-4,28113F-HR/ATimeline
GTS SECURITIES LLC28,395$1.41M0.07%+6,70413F-HRTimeline
LPL Financial LLC23,213$1.15M<0.01%+3,97313F-HRTimeline
Smartleaf Asset Management LLC13,967$691K0.07%+5,43913F-HRTimeline
Cambridge Investment Research Advisors,…11,399$564K<0.01%+6,37813F-HRTimeline
Capital Investment Advisory Services, L…6,040$299K0.03%+3,68213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,855$290K<0.01%-2,26813F-HRTimelineGroup
Wealthspire Retirement, LLC5,146$255K0.02%new13F-HRTimeline
Cetera Investment Advisers4,260$211K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,416$70K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.114$5.64K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.53$2.62K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5$249<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3$148<0.01%-21413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$58<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.