Who Owns Principal Value ETF (PY)?Hedge Fund & Institutional Holders

$51.55+0.37 (+0.72%)Financial ServicesNASDAQ

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$2.568200014684e+56T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$42.74$45.54$48.34$51.14$53.94Sep 24Jun 25Mar 26

PY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+774K+$40.4B
Capital Investment Advisory Services, LLCNew Position+27K+$1.4B
Smartleaf Asset Management LLCNew Position+21K+$1.0B
ENVESTNET ASSET MANAGEMENT INCNew Position+1.0M+$52.0M
PRINCIPAL SECURITIES, INC.Increased+224K+$11.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+97K+$5.1M
CWM, LLCNew Position+1K+$74K
Kestra Advisory Services, LLCNew Position+11K+$0
SageView Advisory Group, LLCNew Position+95+$0
Cape Investment Advisory, Inc.New Position+830+$0
FMR LLCIncreased+2+$0
WELLS FARGO & COMPANY/MNNew Position+10+$0
MORGAN STANLEYIncreased+13+$0
MCGUIRE CAPITAL ADVISORS INCNew Position+3+$0
Cambridge Investment Research Advisors, Inc.Increased+695+$-833K

PY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TWO SIGMA INVESTMENTS, LPClosed Position-23K-$1.2B
CITADEL ADVISORS LLCClosed Position-15K-$802.9M
Wealthspire Retirement, LLCClosed Position-6K-$281.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-5K-$261.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC492,086$25.7B13.11%Share
2PRINCIPAL FINANCIAL GROUP INC281,673$14.7B7.50%Share
3Capital Investment Advisory Services, LLC27,154$1.4B0.10%Share
4Smartleaf Asset Management LLC20,794$1.0B0.04%Share
5PRINCIPAL SECURITIES, INC.1,157,632$60.0M0.93%Share
6ENVESTNET ASSET MANAGEMENT INC1,008,811$52.0M0.02%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC96,891$5.1M0.01%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40,876$2.8M0.00%Share
9LPL Financial LLC26,455$1.0M0.00%Share
10CWM, LLC1,416$74K0.00%Share
11MORGAN STANLEY12$00.00%Share
12MORGAN STANLEY2$00.00%Share
13OSAIC HOLDINGS, INC.417$00.00%Share
14WELLS FARGO & COMPANY/MN10$00.00%Share
15Cape Investment Advisory, Inc.766$00.00%Share
16Cape Investment Advisory, Inc.64$00.00%Share
17FMR LLC29$00.00%Share
18SageView Advisory Group, LLC95$00.00%Share
19Cetera Investment Advisers4,260$00.00%Share
20MCGUIRE CAPITAL ADVISORS INC3$00.00%Share
21Kestra Advisory Services, LLC10,633$00.00%Share
22Cambridge Investment Research Advisors, Inc.16,571$00.00%Share

PY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$42.9B+7
Q3 202512$4.2B-7
Q2 202519$206.8B+1
Q1 202518$288.0B-2
Q4 202420$43.5T+6
Q3 202414$84.8T-2
Q2 202416$75.3T+5
Q1 202411$62.7T—

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As of Q4 2025, 22 institutional investors hold PY (Principal Value ETF). The largest holder is PRINCIPAL FINANCIAL GROUP INC with $25.7B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PY?

As of Q4 2025, 22 institutional investors report holding PY (Principal Value ETF) in their 13F filings.

Who is the largest institutional holder of PY?

The largest institutional holder of PY is PRINCIPAL FINANCIAL GROUP INC with $25.7B in shares.

Is institutional ownership of PY increasing or decreasing?

This quarter, 11 institutions opened new positions in PY and 4 closed their positions.