Principal Exchange-Traded Funds - PY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,157,632 | 60,418 | 0.93% | 0.81% | 1 | +224,296 | 24.03% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,008,811 | 52,651 | 0.02% | 0.01% | 2 | +217,398 | 27.47% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 773,759 | 40,367 | 0.02% | 0.04% | 3 | -601,927 | -43.75% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 96,891 | 5,139 | 0.01% | 0.01% | 4 | -1,053 | -1.08% | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 27,154 | 1,417 | 0.1% | 0.11% | 5 | +11 | 0.04% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 26,455 | 1,380 | 0.0% | 0.0% | 6 | +863 | 3.37% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 20,794 | 1,093 | 0.04% | 0.07% | 7 | +473 | 2.33% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,571 | 865 | 0.0% | 0.0% | 8 | +695 | 4.38% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,633 | 554 | 0.0% | — | 9 | +10,633 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | No change | 4,260 | 222 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,416 | 74 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 830 | 43 | 0.01% | — | 12 | +830 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 417 | 21 | 0.0% | 0.0% | 13 | +1 | 0.24% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 128 | 6 | 0.0% | 0.0% | 14 | -6 | -4.48% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 95 | 4 | 0.0% | — | 15 | +95 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,498 | -100.0% | Q3 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 19, 2026 |
| FMR LLC | History | Added to | 29 | 0 | — | — | — | +2 | 7.41% | Q4 2025 | Feb 17, 2026 |