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 FINANCIAL GROUP INC | History | Added to | 1,973,436 | 101,636 | 0.05% | 0.02% | 1 | +1,199,677 | 155.05% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,428,413 | 73,548 | 1.08% | 0.93% | 2 | +270,781 | 23.39% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,268,872 | 65,333 | 0.02% | 0.02% | 3 | +260,061 | 25.78% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 81,228 | 4,179 | 0.01% | 0.01% | 4 | -15,663 | -16.17% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 29,401 | 1,513 | 0.0% | 0.0% | 5 | +2,946 | 11.14% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 21,347 | 1,099 | 0.08% | 0.1% | 6 | -5,807 | -21.39% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 17,237 | 873 | 0.03% | 0.04% | 7 | -3,557 | -17.11% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,281 | 838 | 0.0% | 0.0% | 8 | -290 | -1.75% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,307 | 530 | 0.0% | 0.0% | 9 | -326 | -3.07% | Q1 2026 | Apr 30, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,973 | 307 | 0.28% | — | 10 | +5,973 | New | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,607 | 288 | 0.0% | — | 11 | +5,607 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | No change | 4,260 | 219 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 1,405 | 72 | 0.0% | — | 13 | +1,405 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,270 | 65 | 0.0% | — | 14 | +1,256 | 8971.43% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 460 | 23 | 0.0% | — | 15 | +460 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 417 | 21 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 134 | 6 | 0.0% | 0.0% | 17 | +6 | 4.69% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 45 | 2 | 0.0% | — | 19 | +16 | 55.17% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -830 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |