Principal Value ETF (PY) Institutional Ownership $52.10 -0.03 (-0.06%) Closing price 08/29/2025 03:59 PM EasternExtended Trading$52.12 +0.02 (+0.03%) As of 08/29/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$233.48MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$13.87M Get PY Insider Trade Alerts Want to know when executives and insiders are buying or selling Principal Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data PY Institutional Buying and Selling by Quarter Principal Value ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Smartleaf Asset Management LLC26,640$1.31M0.1%+22.4%0.583% 8/14/2025 Jane Street Group LLC6,000$297K0.0%N/A0.131% 8/14/2025 Raymond James Financial Inc.2,365$117K0.0%N/A0.052% 8/12/2025 NFP Retirement Inc.5,684$282K0.0%+6.0%0.124% 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% 5/14/2025 Smartleaf Asset Management LLC21,764$1.06M0.1%+55.8%0.347% 5/13/2025 NFP Retirement Inc.5,360$263K0.0%+4.2%0.085% 5/7/2025 LPL Financial LLC31,051$1.52M0.0%+33.8%0.489% 4/30/2025 Principal Securities Inc.876,755$43.41M1.0%+0.0%13.983% Get the Latest News and Ratings for PY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Principal Value ETF and its competitors with MarketBeat's FREE daily newsletter. 4/29/2025 Envestnet Asset Management Inc.811,979$39.84M0.0%-1.6%12.950% 4/29/2025 Capital Investment Advisory Services LLC25,076$1.23M0.1%+315.2%0.400% 4/28/2025 Principal 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% 2/18/2025 GTS Securities LLC28,395$1.41M0.1%+30.9%1.700% 2/13/2025 NFP 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% 2/11/2025 LPL Financial LLC23,213$1.15M0.0%+20.6%1.390% 2/5/2025 Smartleaf Asset Management LLC13,967$691K0.1%+63.8%0.836% 1/31/2025 Principal Financial Group Inc.329,486$16.32M0.0%+6.7%19.969% 1/30/2025 Principal Securities Inc.876,530$43.40M1.0%+3.6%53.123% 1/23/2025 Capital Investment Advisory Services LLC6,040$299K0.0%+156.1%0.366% 12/19/2024 Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175% 10/31/2024 Principal Financial Group Inc.308,684$15.46M0.0%+7.4%20.175% 10/28/2024 Principal 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% 7/29/2024 Principal 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% 4/29/2024 Principal 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% 2/7/2024 Principal Financial Group Inc.238,351$10.34M0.0%N/A18.195% 2/7/2024 Principal 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% 7/31/2023 LPL 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% Elon’s BIGGEST warning yet? 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Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.Click here to see why Tesla's about to prove everyone wrong... again.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% 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% 8/16/2022 Kingsview Wealth Management LLC36,306$1.41M0.1%N/A0.854% 8/13/2022 Flow 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% 8/4/2022 Northwestern 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% 2/3/2022 Advisor Group Holdings Inc.9,603$427K0.0%+24.8%0.349% 11/5/2021 Advisor 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% 8/24/2021 Flow Traders U.S. LLC5,900$250K0.0%N/A0.369% 8/4/2021 Envestnet Asset Management Inc.6,883$292K0.0%N/A0.430% 8/2/2021 Advisor 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, 12 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 Smartleaf Asset Management LLC ($1.31M).Learn more on Principal Value ETF's institutional investors. Which institutional investors have been buying Principal Value ETF's stock? Of the 11 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 ($18.11K), 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 4,755,798 shares in the last 24 months. This purchase volume represents approximately $233.48M 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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