Who owns PY?
Principal Value ETF · Principal
20 institutions reported holding PY, worth $287.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Financial Group Inc. | Des Moines, IA | $108.7M | 2,017,072 | +43,636 shares |
| Principal Securities, Inc. | Des Moines, IA | $87.2M | 1,617,997 | +189,584 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $79.3M | 1,470,675 | +201,803 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $4.6M | 84,270 | +3,042 shares |
| LPL Financial LLC | Fort Mill, SC | $1.7M | 30,870 | +1,469 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $1.0M | 19,141 | −2,206 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $939K | 17,424 | +1,143 shares |
| Smartleaf Asset Management LLC | Boston, MA | $930K | 17,237 | No change |
| GTS Securities LLC | New York, NY | $749K | 13,890 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $553K | 10,265 | −42 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PY?
20 institutional managers reported holding PY in Form 13F filings for June 30, 2026, worth $287.1M in total. The largest reported position was held by Principal Financial Group Inc., at $108.7M.
Did institutions buy or sell PY last quarter?
Reported 13F value rose 14.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.