Principal Value ETFPYETF
13F holders, Q1 2025 (March 31)18holders −1
3new positions
4sold out
$49.08avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Principal Value ETF (PY) in their 13F filings, down 1 from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were Principal Financial Group Inc. ($238.9M), Principal Securities, Inc. ($43.4M) and Envestnet Asset Management Inc. ($39.8M).
- Company
- Principal Value ETF
- CUSIP
- 74255Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $16K |
| Exits | 4 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 4,582,732 shares bought and 51,569 shares sold, net +4,531,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Principal Financial Group Inc. | 0.13% | Add +1379.8% | 4,875,592 | $238.9M |
| Principal Securities, Inc. | 0.97% | Add +0.0% | 876,755 | $43.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 811,979 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.9% | 99,091 | $4.9M |
| LPL Financial LLC | 0.00% | Add +33.8% | 31,051 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +315.2% | 25,076 | $1.2M |
| Smartleaf Asset Management LLC | 0.10% | Add +55.8% | 21,764 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.5% | 12,144 | $596K |
| Wealthspire Retirement, LLC | 0.02% | Add +4.2% | 5,360 | $263K |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 4,304 | $211K |
| Cwm, LLC | 0.00% | No change | 1,416 | $69K |
| Cape Investment Advisory, Inc. | 0.01% | Add +611.3% | 377 | $18K |
| UBS Group AG | 0.00% | New | 302 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +2433.3% | 76 | $4K |
| FMR LLC | 0.00% | New | 27 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $59 |
| Gen-Wealth Partners Inc | 0.00% | New | 1 | $49 |
| Wells Fargo & Company | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is PY's weight in each manager's 13F, not the share of Principal Value ETF the manager owns.