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.

RankInstitutionValueSharesChange
1PRINCIPAL FINANCIAL GROUP INC$108.7M2.0MAdded
2PRINCIPAL SECURITIES, INC.$87.2M1.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$79.3M1.5MAdded
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.6M84,270Added
5LPL Financial LLC$1.7M30,870Added
6Capital Investment Advisory Services, LLC$1.0M19,141Trimmed
7Cambridge Investment Research Advisors, Inc.$939,00017,424Added
8Smartleaf Asset Management LLC$929,95717,237Hold
9GTS SECURITIES LLC$748,68513,890New
10Kestra Advisory Services, LLC$553,27410,265Trimmed
11TWO SIGMA INVESTMENTS, LP$522,8409,700New
12AQR CAPITAL MANAGEMENT LLC$268,1574,975New
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$257,2694,773Trimmed
14Cetera Investment Advisers$255,4374,739Added
15MORGAN STANLEY$73,7411,368Added
16Cape Investment Advisory, Inc.$35,790664New
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10,071187Added
18CITIGROUP INC$3,55766New
19FMR LLC$3,11858Added
20OSAIC HOLDINGS, INC.$1613Trimmed
21UBS Group AG$00Exited
22MCGUIRE CAPITAL ADVISORS INC$00Exited
23PNC Financial Services Group, Inc.$00Exited

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