PRINCIPAL VALUE ETF PY
$54.73
+1.3% 52w: $47.15 – $54.73
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data47.1550.9454.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
19
+0 QoQ
13F value
$250.6M
+52.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 2.0M | $101.6M | 0.1% | +155.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 1.4M | $73.5M | 1.1% | +23.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $65.3M | 0.0% | +25.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 81.2K | $4.2M | 0.0% | -16.2% |
| LPL Financial LLC | Bank broker | 29.4K | $1.5M | 0.0% | +11.1% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 21.3K | $1.1M | 0.1% | -21.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 17.2K | $874K | 0.0% | -17.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.3K | $838K | 0.0% | -1.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 10.3K | $531K | 0.0% | -3.1% |
| Integrity Wealth Partners, LLC | Wealth advisor | 6.0K | $308K | 0.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.6K | $289K | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 4.3K | $219K | 0.0% | Held |
| UBS Group AG | Bank broker | 1.4K | $72K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 1.3K | $65K | 0.0% | +8971.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 460 | $24K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 417 | $22K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 134 | $7K | 0.0% | +4.7% |
| FMR LLC | Long only active | 45 | $2K | 0.0% | +55.2% |
| MCGUIRE CAPITAL ADVISORS INC | Other | 3 | $154 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding PY
PRINCIPAL FINANCIAL GROUP INCPRINCIPAL SECURITIES, INC.ENVESTNET ASSET MANAGEMENT INCWEALTH ENHANCEMENT ADVISORY SERVICES, LLCLPL Financial LLCCapital Investment Advisory Services, LLCSmartleaf Asset Management LLCCambridge Investment Research Advisors, Inc.Kestra Advisory Services, LLCIntegrity Wealth Partners, LLC