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PY PRINCIPAL EXCHANGE TRADED FD

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PRNCPL VLU ETF (fund)

18 managers (19 13F filers) reported a position in PY shares at 2025-03-31, 6,765,317 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
19
New
3
Added
10
Reduced
2
Sold out
4
Shares held by filers
6,765,317

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding5,752,347$282M+4,546,331Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC811,979$39.8M0.01%-13,23313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,091$4.86M0.01%-3,96713F-HRTimeline
LPL Financial LLC31,051$1.52M<0.01%+7,83813F-HRTimeline
Capital Investment Advisory Services, L…25,076$1.23M0.11%+19,03613F-HRTimeline
Smartleaf Asset Management LLC21,764$1.06M0.1%+7,79713F-HRTimeline
Cambridge Investment Research Advisors,…12,144$596K<0.01%+74513F-HRTimeline
Wealthspire Retirement, LLC5,360$263K0.02%+21413F-HRTimeline
Cetera Investment Advisers4,304$211K<0.01%+4413F-HRTimeline
CWM, LLCin group CWM, LLC1,416$69K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.377$18.5K0.01%+32413F-HRTimeline
UBS Group AGin group UBS Group AG302$14.8K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76$3.73K<0.01%+7313F-HRTimelineGroup
FMR LLCin group FMR LLC27$1.39K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$59<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc1$49<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.