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PY PRINCIPAL EXCHANGE TRADED FD

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PRNCPL VLU ETF (fund)

17 managers (18 13F filers) reported a position in PY shares at 2025-09-30, 3,343,140 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
18
New
1
Added
5
Reduced
9
Sold out
4
Shares held by filers
3,343,140

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding2,309,022$121M-1,693,234Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC791,413$41.5M0.01%+229,15913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,944$5.11M0.01%-4513F-HRTimeline
Capital Investment Advisory Services, L…27,143$1.42M0.11%-6,96313F-HRTimeline
LPL Financial LLC25,592$1.34M<0.01%-24,20513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,800$1.2M<0.01%-9,50013F-HRTimelineGroup
Smartleaf Asset Management LLC20,321$1.06M0.07%-6,31913F-HRTimeline
Cambridge Investment Research Advisors,…15,876$833K<0.01%+2,85013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,297$803K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC6,498$341K0.02%+81413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,980$261K<0.01%-10,99513F-HRTimelineGroup
Cetera Investment Advisers4,260$224K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,416$74K<0.01%-2613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.416$21.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$7.03K<0.01%+813F-HRTimelineGroup
FMR LLCin group FMR LLC27$143<0.01%-213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$78<0.01%013F-HR/ATimelineGroup