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 | 2,017,072 | 108,714 | 0.05% | 0.05% | 1 | +43,636 | 2.21% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,617,997 | 87,211 | 1.05% | 1.08% | 2 | +189,584 | 13.27% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,470,675 | 79,270 | 0.02% | 0.02% | 3 | +201,803 | 15.9% | Q2 2026 | Sep 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,270 | 4,642 | 0.01% | 0.01% | 4 | +3,042 | 3.75% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 30,870 | 1,663 | 0.0% | 0.0% | 5 | +1,469 | 5.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 19,141 | 1,031 | 0.06% | 0.08% | 6 | -2,206 | -10.33% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 17,237 | 929 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | New | 13,890 | 748 | 0.02% | — | 8 | +13,890 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,265 | 553 | 0.0% | 0.0% | 9 | -42 | -0.41% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 9,700 | 522 | 0.0% | — | 10 | +9,700 | New | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Partners, LLC | History | No change | 5,973 | 307 | 0.28% | 0.28% | 11 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,975 | 268 | 0.0% | — | 12 | +4,975 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,773 | 257 | 0.0% | 0.0% | 13 | -834 | -14.87% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,739 | 255 | 0.0% | 0.0% | 14 | +479 | 11.24% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,368 | 73 | 0.0% | 0.0% | 15 | +98 | 7.72% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 664 | 35 | 0.01% | — | 16 | +664 | New | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 187 | 10 | 0.0% | 0.0% | 17 | +53 | 39.55% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | New | 66 | 3 | 0.0% | — | 19 | +66 | New | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Added to | 58 | 3 | 0.0% | 0.0% | 18 | +13 | 28.89% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,281 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,405 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3 | 0 | — | 0.0% | — | -414 | -99.28% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |