Who Owns PRINCIPAL EXCHANGE TRADED FD (PY)? -- Institutional Holders (2026-06-30)

23 institutions reported holding $287.1M of PRINCIPAL EXCHANGE TRADED FD (PY) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($108.7M), PRINCIPAL SECURITIES, INC. ($87.2M), ENVESTNET ASSET MANAGEMENT INC ($79.3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($4.6M), LPL Financial LLC ($1.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	PRINCIPAL FINANCIAL GROUP INC	$108.7M	2.0M	Added
2	PRINCIPAL SECURITIES, INC.	$87.2M	1.6M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$79.3M	1.5M	Added
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.6M	84,270	Added
5	LPL Financial LLC	$1.7M	30,870	Added
6	Capital Investment Advisory Services, LLC	$1.0M	19,141	Trimmed
7	Cambridge Investment Research Advisors, Inc.	$939,000	17,424	Added
8	Smartleaf Asset Management LLC	$929,957	17,237	Hold
9	GTS SECURITIES LLC	$748,685	13,890	New
10	Kestra Advisory Services, LLC	$553,274	10,265	Trimmed
11	TWO SIGMA INVESTMENTS, LP	$522,840	9,700	New
12	AQR CAPITAL MANAGEMENT LLC	$268,157	4,975	New
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$257,269	4,773	Trimmed
14	Cetera Investment Advisers	$255,437	4,739	Added
15	MORGAN STANLEY	$73,741	1,368	Added
16	Cape Investment Advisory, Inc.	$35,790	664	New
17	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$10,071	187	Added
18	CITIGROUP INC	$3,557	66	New
19	FMR LLC	$3,118	58	Added
20	OSAIC HOLDINGS, INC.	$161	3	Trimmed
21	UBS Group AG	$0	0	Exited
22	MCGUIRE CAPITAL ADVISORS INC	$0	0	Exited
23	PNC Financial Services Group, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30