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
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased7
Decreased5
Sold out3
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 1.97M | $101.64M | +1.20M | Added |
| 2 | Principal Securities, Inc. | 1.43M | $73.55M | +270.8K | Added |
| 3 | Envestnet Asset Management Inc | 1.27M | $65.33M | +260.1K | Added |
| 4 | Wealth Enhancement Advisory Services, LLC | 81.2K | $4.18M | −15.7K | Reduced |
| 5 | Lpl Financial LLC | 29.4K | $1.51M | +2.9K | Added |
| 6 | Capital Investment Advisory Services, LLC | 21.3K | $1.10M | −5.8K | Reduced |
| 7 | Smartleaf Asset Management LLC | 17.2K | $873.7K | −3.6K | Reduced |
| 8 | Kestra Advisory Services, LLC | 10.3K | $530.7K | −326 | Reduced |
| 9 | Integrity Wealth Partners, LLC | 6.0K | $307.5K | +6.0K | First Filing |
| 10 | Susquehanna International Group, LLP | 5.6K | $288.7K | +5.6K | New |
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