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Principal Value ETF (PY) Institutional Ownership

Principal Value ETF logo
$50.31 +0.36 (+0.72%)
Closing price 08/8/2025 03:55 PM Eastern
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$50.31 0.00 (0.00%)
As of 08/8/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$232.81M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$13.87M
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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
8/1/2025 Envestnet Asset Management Inc.562,254$27.86M0.0%-30.8%12.250%
7/10/2025 Wealth Enhancement Advisory Services LLC97,989$4.94M0.0%-1.1%2.163%
5/14/2025Smartleaf Asset Management LLC21,764$1.06M0.1%+55.8%0.347%
5/13/2025NFP Retirement Inc.5,360$263K0.0%+4.2%0.085%
5/7/2025LPL Financial LLC31,051$1.52M0.0%+33.8%0.489%
4/30/2025Principal Securities Inc.876,755$43.41M1.0%+0.0%13.983%
4/29/2025 Envestnet Asset Management Inc.811,979$39.84M0.0%-1.6%12.950%
4/29/2025Capital Investment Advisory Services LLC25,076$1.23M0.1%+315.2%0.400%
4/28/2025Principal Financial Group Inc.4,875,592$238.95M0.1%+1,379.8%77.761%
4/22/2025 Cambridge Investment Research Advisors Inc.12,144$596K0.0%+6.5%0.194%
4/16/2025 Wealth Enhancement Advisory Services LLC99,091$4.86M0.0%-3.8%1.585%
3/17/2025 Wealth Enhancement Advisory Services LLC103,058$5.10M0.0%-4.0%6.171%
2/18/2025GTS Securities LLC28,395$1.41M0.1%+30.9%1.700%
2/13/2025NFP Retirement Inc.5,146$255K0.0%N/A0.308%
2/13/2025 Envestnet Asset Management Inc.825,212$40.86M0.0%+2.5%49.414%
2/11/2025LPL Financial LLC23,213$1.15M0.0%+20.6%1.390%
2/5/2025Smartleaf Asset Management LLC13,967$691K0.1%+63.8%0.836%
1/31/2025Principal Financial Group Inc.329,486$16.32M0.0%+6.7%19.969%
1/30/2025Principal Securities Inc.876,530$43.40M1.0%+3.6%53.123%
1/23/2025Capital Investment Advisory Services LLC6,040$299K0.0%+156.1%0.366%
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%
8/8/2024 Envestnet 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%
11/13/2023 Envestnet Asset Management Inc.340,470$13.41M0.0%+17.6%29.606%
10/24/2023 Cambridge Investment Research Advisors Inc.10,476$413K0.0%-21.1%0.911%
8/4/2023 Envestnet Asset Management Inc.289,429$12.02M0.0%+38.9%32.159%
7/31/2023LPL Financial LLC13,132$545K0.0%+17.3%1.459%
7/13/2023 Cambridge Investment Research Advisors Inc.13,275$551K0.0%-32.2%1.475%
5/11/2023 Envestnet Asset Management Inc.208,332$8.43M0.0%+29.5%26.042%
2/8/2023 Cambridge Investment Research Advisors Inc.20,147$824K0.0%+2.1%2.239%
2/7/2023 Envestnet Asset Management Inc.160,931$6.58M0.0%+27.9%17.881%
2/2/2023 Capital Wealth Management LLC48,045$1.97M1.3%+40.0%4.004%
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11/10/2022 Envestnet Asset Management Inc.125,841$4.62M0.0%+21.7%6.292%
10/28/2022 Capital Wealth Management LLC34,329$1.26M1.0%+40.2%1.716%
10/17/2022 Cambridge 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%
8/9/2022 Capital Wealth Management LLC24,482$949K0.7%+211.0%0.576%
8/4/2022Northwestern Mutual Wealth Management Co.7,080$275K0.0%N/A0.167%
8/3/2022 Envestnet Asset Management Inc.103,428$4.01M0.0%+30.0%2.434%
7/13/2022 Cambridge Investment Research Advisors Inc.19,402$753K0.0%+2.4%0.350%
5/10/2022 Capital Wealth Management LLC7,873$349K0.2%N/A0.159%
5/4/2022 Envestnet Asset Management Inc.79,586$3.53M0.0%+46.6%1.434%
2/4/2022 Envestnet Asset Management Inc.54,300$2.42M0.0%+77.0%1.975%
2/3/2022 Cambridge 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%
8/4/2021 Envestnet Asset Management Inc.6,883$292K0.0%N/A0.430%
8/2/2021Advisor Group Holdings Inc.4,651$197K0.0%N/A0.291%
(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, 10 institutional investors and hedge funds held shares of Principal Value ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($238.95M), Principal Securities Inc. ($43.41M), Envestnet Asset Management Inc. ($27.86M), Wealth Enhancement Advisory Services LLC ($4.94M), LPL Financial LLC ($1.52M), GTS Securities LLC ($1.41M), and Capital Investment Advisory Services LLC ($1.23M).Learn more on Principal Value ETF's institutional investors.

Which institutional investors have been buying Principal Value ETF's stock?

Of the 9 institutional investors that purchased Principal Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($4.90M), Principal Securities Inc. ($663.68K), Envestnet Asset Management Inc. ($200.03K), Capital Investment Advisory Services LLC ($22.72K), Smartleaf Asset Management LLC ($13.24K), LPL Financial LLC ($11.81K), and GTS Securities LLC ($6.70K).

How much institutional buying is happening at Principal Value ETF?

Institutional investors have bought a total of 4,742,233 shares in the last 24 months. This purchase volume represents approximately $232.81M in transactions.

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

The following institutional investors have sold Principal Value ETF stock in the last 24 months: Envestnet Asset Management Inc. ($262.96K), and Wealth Enhancement Advisory Services LLC ($16.95K).

How much institutional selling is happening at Principal Value ETF?

Institutional investors have sold a total of 279,911 shares in the last 24 months. This volume of shares sold represents approximately $13.87M in transactions.


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This page (NASDAQ:PY) was last updated on 8/9/2025 by MarketBeat.com Staff
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