Skip to content

PY PRINCIPAL EXCHANGE TRADED FD

Follow

PRNCPL VLU ETF (fund)

18 managers (19 13F filers) reported a position in PY shares at 2025-12-31, 3,145,902 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
19
New
4
Added
9
Reduced
3
Sold out
4
Shares held by filers
3,145,902

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding1,931,391$101M-377,631Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,008,811$52.7M0.02%+217,39813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…96,891$5.14M0.01%-1,05313F-HRTimeline
Capital Investment Advisory Services, L…27,154$1.42M0.1%+1113F-HRTimeline
LPL Financial LLC26,455$1.38M<0.01%+86313F-HRTimeline
Smartleaf Asset Management LLC20,794$1.09M0.04%+47313F-HRTimeline
Cambridge Investment Research Advisors,…16,571$865K<0.01%+69513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,633$555K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,260$222K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,416$74K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.830$43.3K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.417$21.8K<0.01%+113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128$6.7K<0.01%-613F-HR/ATimelineGroup
SageView Advisory Group, LLC95$4.96K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14$779<0.01%+1313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10$520<0.01%new13F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC3$157<0.01%13F-HRTimeline
FMR LLCin group FMR LLC29$153<0.01%+213F-HRTimelineGroup