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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 2026-03-31, 4,866,096 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
19
New
3
Added
7
Reduced
5
Sold out
4
Shares held by filers
4,866,096

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,401,849$175M+1,470,458Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,268,872$65.3M0.02%+260,06113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,228$4.18M0.01%-15,66313F-HRTimeline
LPL Financial LLC29,401$1.51M<0.01%+2,94613F-HRTimeline
Capital Investment Advisory Services, L…21,347$1.1M0.08%-5,80713F-HRTimeline
Smartleaf Asset Management LLC17,237$874K0.03%-3,55713F-HRTimeline
Cambridge Investment Research Advisors,…16,281$838K<0.01%-29013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,307$531K<0.01%-32613F-HRTimelineGroup
Integrity Wealth Partners, LLC5,973$308K0.28%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,607$289K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,260$219K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,405$72.3K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,270$65.4K<0.01%+1,25613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…460$23.7K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.417$21.5K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$6.92K<0.01%+613F-HRTimelineGroup
FMR LLCin group FMR LLC45$2.29K<0.01%+1613F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC3$154<0.01%013F-HRTimeline