CUSIP 74255Y300PRNCPL VLU ETFPYQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Principal Securities, Inc. | 1.16M | $60.42M |
| 2 | Envestnet Asset Management Inc | 1.01M | $52.65M |
| 3 | Principal Financial Group Inc | 773.8K | $40.37M |
| 4 | Wealth Enhancement Advisory Services, LLC | 96.9K | $5.14M |
| 5 | Capital Investment Advisory Services, LLC | 27.2K | $1.42M |
| 6 | Lpl Financial LLC | 26.5K | $1.38M |
| 7 | Smartleaf Asset Management LLC | 20.8K | $1.09M |
| 8 | Kestra Advisory Services, LLC | 10.6K | $554.9K |
| 9 |
| Cetera Investment Advisers |
| 4.3K |
| $222.3K |
| 10 | Cape Investment Advisory, Inc. | 830 | $43.3K |