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Stocks / Principal Exchange Traded Fd
Institutional Ownership

Principal Exchange Traded Fd

CUSIP 74255Y300PRNCPL VLU ETFPYQ1 2026

Institutional Holders
19
13F filers
Shares Held
4.87M
Aggregate institutional
Institutional Value
$249.72M
Q1 2026
Net New Holders
+0
3 new · 3 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

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Position Activity

Q1 2026

New positions3
Increased7
Decreased5
Sold out3

Institutional Holders

19 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Principal Financial Group Inc1.97M$101.64M+1.20MAdded
2Principal Securities, Inc.1.43M$73.55M+270.8KAdded
3Envestnet Asset Management Inc1.27M$65.33M+260.1KAdded
4Wealth Enhancement Advisory Services, LLC81.2K$4.18M15.7KReduced
5Lpl Financial LLC29.4K$1.51M+2.9KAdded
6Capital Investment Advisory Services, LLC21.3K$1.10M5.8KReduced
7Smartleaf Asset Management LLC17.2K$873.7K3.6KReduced
8Kestra Advisory Services, LLC10.3K$530.7K326Reduced
9Integrity Wealth Partners, LLC6.0K$307.5K+6.0KFirst Filing
10Susquehanna International Group, LLP5.6K$288.7K+5.6KNew

9 more institutional holders on Premium

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