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Principal Value ETF (PY) Institutional Ownership

Principal Value ETF logo
$50.86 +0.37 (+0.74%)
As of 01/17/2025 03:51 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$48.26M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$2.28M
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PY Institutional Buying and Selling by Quarter

Principal Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175%
10/31/2024Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175%
10/28/2024Principal Securities Inc.846,030$42.38M1.0%+2.6%55.296%
10/24/2024 Wealth Enhancement Advisory Services LLC107,339$5.38M0.0%-6.6%7.016%
8/8/2024Envestnet Asset Management Inc.784,656$36.07M0.0%+19.7%51.964%
7/29/2024Principal Financial Group Inc.287,518$13.22M0.0%+10.2%19.041%
7/16/2024 Wealth Enhancement Advisory Services LLC114,942$5.28M0.0%-12.1%7.714%
4/29/2024Principal Financial Group Inc.260,919$12.23M0.0%+9.5%19.045%
4/16/2024 Wealth Enhancement Advisory Services LLC130,729$6.13M0.0%-16.1%9.684%
2/7/2024Principal Financial Group Inc.238,351$10.34M0.0%N/A18.195%
2/7/2024Principal Securities Inc.611,342$26.52M1.0%N/A46.667%
11/13/2023Envestnet Asset Management Inc.340,470$13.41M0.0%+17.6%29.606%
10/24/2023Cambridge Investment Research Advisors Inc.10,476$413K0.0%-21.1%0.911%
8/4/2023Envestnet Asset Management Inc.289,429$12.02M0.0%+38.9%32.159%
7/31/2023LPL Financial LLC13,132$545K0.0%+17.3%1.459%
7/13/2023Cambridge Investment Research Advisors Inc.13,275$551K0.0%-32.2%1.475%
5/11/2023Envestnet Asset Management Inc.208,332$8.43M0.0%+29.5%26.042%
2/8/2023Cambridge Investment Research Advisors Inc.20,147$824K0.0%+2.1%2.239%
2/7/2023Envestnet Asset Management Inc.160,931$6.58M0.0%+27.9%17.881%
2/2/2023Capital Wealth Management LLC48,045$1.97M1.3%+40.0%4.004%
11/10/2022Envestnet Asset Management Inc.125,841$4.62M0.0%+21.7%6.292%
10/28/2022Capital Wealth Management LLC34,329$1.26M1.0%+40.2%1.716%
10/17/2022Cambridge Investment Research Advisors Inc.19,727$725K0.0%+1.7%0.939%
8/16/2022Kingsview Wealth Management LLC36,306$1.41M0.1%N/A0.854%
8/13/2022Flow Traders U.S. LLC8,103$314K0.0%+37.3%0.191%
8/9/2022Capital Wealth Management LLC24,482$949K0.7%+211.0%0.576%
8/4/2022Northwestern Mutual Wealth Management Co.7,080$275K0.0%N/A0.167%
8/3/2022Envestnet Asset Management Inc.103,428$4.01M0.0%+30.0%2.434%
7/13/2022Cambridge Investment Research Advisors Inc.19,402$753K0.0%+2.4%0.350%
5/10/2022Capital Wealth Management LLC7,873$349K0.2%N/A0.159%
5/4/2022Envestnet Asset Management Inc.79,586$3.53M0.0%+46.6%1.434%
2/4/2022Envestnet Asset Management Inc.54,300$2.42M0.0%+77.0%1.975%
2/3/2022Cambridge Investment Research Advisors Inc.18,073$804K0.0%N/A0.657%
2/3/2022Advisor Group Holdings Inc.9,603$427K0.0%+24.8%0.349%
11/5/2021Advisor Group Holdings Inc.7,694$324K0.0%+65.4%0.699%
10/25/2021Cardan Capital Partners LLC203,530$8.58M1.0%+1.6%17.698%
8/24/2021Flow Traders U.S. LLC5,900$250K0.0%N/A0.369%
8/4/2021Envestnet Asset Management Inc.6,883$292K0.0%N/A0.430%
8/2/2021Advisor Group Holdings Inc.4,651$197K0.0%N/A0.291%
5/17/2021HRT Financial LP9,741$394K0.0%N/A1.146%
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4/13/2021Cardan Capital Partners LLC191,353$7.76M0.9%+47.5%23.919%
2/23/2021Principal Financial Group Inc.1,164,514$39.52M0.0%N/A232.903%
2/8/2021Principal Financial Group Inc.1,164,514$39.52M0.0%N/A232.903%
1/27/2021Cardan Capital Partners LLC129,768$4.36M0.5%+4.8%28.837%
(Data available from 1/1/2016 forward)

PY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Principal Value ETF shares: Principal Securities Inc. ($42.38M), Envestnet Asset Management Inc. ($36.07M), Principal Financial Group Inc. ($15.46M), Wealth Enhancement Advisory Services LLC ($5.38M), Capital Wealth Management LLC ($1.97M), and LPL Financial LLC ($545K), and Cambridge Investment Research Advisors Inc. ($413K).Learn more on PY's institutional investors.

Which institutional investors have been buying Principal Value ETF stock?

The following institutional investors have purchased Principal Value ETF stock in the last 24 months: Principal Securities Inc. ($632.95K), Envestnet Asset Management Inc. ($343.53K), Principal Financial Group Inc. ($329.85K), Capital Wealth Management LLC ($13.72K), LPL Financial LLC ($1.94K), and Cambridge Investment Research Advisors Inc. ($420.00).

How much institutional buying is happening at Principal Value ETF?

Institutional investors have bought a total of 1,322,402 shares in the last 24 months. This purchase volume represents approximately $61.58M in transactions.

Which Principal Value ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Value ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($48.53K), and Cambridge Investment Research Advisors Inc. ($9.10K).

How much institutional selling is happening at Principal Value ETF?

Institutional investors have sold a total of 57,628 shares in the last 24 months. This volume of shares sold represents approximately $2.66M in transactions.


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This page (NASDAQ:PY) was last updated on 1/18/2025 by MarketBeat.com Staff
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