PY Institutional Ownership & Shareholders
PRINCIPAL VALUE ETF (PY) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $286.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Principal Financial Group Inc is currently the largest disclosed institutional shareholder of PY tracked by InsiderSet, reporting ownership valued at approximately $113.91M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $119.85M, representing an estimated gain of +5.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PY value among the investors covered in this analysis. Major shareholders include Principal Financial Group Inc, Principal Securities, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in PRINCIPAL VALUE ETF (PY).
This page ranks the largest institutional PY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$286.71M
Largest Holder
Principal Financial Group Inc
Largest Position
$113.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Financial Group Inc | 0.06% | 2,040,167 | $113,914,070 | $119,853,079 | +$5,939,009 | +5.21% | |
| Principal Securities, Inc. | 1.05% | 1,617,997 | $87,211,627 | $95,051,984 | +$7,840,357 | +8.99% | |
| Envestnet Asset Management Inc | 0.02% | 1,470,675 | $79,270,830 | $86,397,303 | +$7,126,473 | +8.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 85,822 | $4,868,390 | $5,041,759 | +$173,369 | +3.56% | |
| Lpl Financial Llc | 0.00% | 30,870 | $1,663,923 | $1,813,511 | +$149,588 | +8.99% | |
| Capital Investment Advisory Services, Llc | 0.07% | 20,318 | $1,140,725 | $1,193,615 | +$52,890 | +4.64% | |
| Smartleaf Asset Management Llc | 0.03% | 17,237 | $929,957 | $1,012,617 | +$82,660 | +8.89% | |
| Gts Securities Llc | 0.02% | 13,890 | $748,685 | $815,992 | +$67,307 | +8.99% | |
| Kestra Advisory Services, Llc | 0.00% | 10,355 | $577,998 | $608,322 | +$30,324 | +5.25% | |
| Two Sigma Investments, Lp | 0.00% | 9,700 | $522,840 | $569,843 | +$47,003 | +8.99% | |
| Integrity Wealth Partners, Llc | 0.23% | 5,295 | $295,567 | $311,064 | +$15,497 | +5.24% | |
| Aqr Capital Management Llc | 0.00% | 4,975 | $268,157 | $292,265 | +$24,108 | +8.99% | |
| Susquehanna International Group, Llp | 0.00% | 4,773 | $257,269 | $280,398 | +$23,129 | +8.99% | |
| Cetera Investment Advisers | 0.00% | 4,739 | $255,437 | $278,401 | +$22,964 | +8.99% | |
| Morgan Stanley | 0.00% | 1,368 | $73,741 | $80,365 | +$6,624 | +8.98% | |
| Cape Investment Advisory, Inc. | 0.01% | 664 | $37,065 | $39,008 | +$1,943 | +5.24% | |
| Citigroup Inc | 0.00% | 66 | $3,557 | $3,877 | +$320 | +9.00% | |
| Fmr Llc | 0.00% | 58 | $3,118 | $3,407 | +$289 | +9.28% | |
| Farther Finance Advisors, Llc | 0.00% | 30 | $1,675 | $1,762 | +$87 | +5.22% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,142 | $231 | $243,329 | +$243,098 | +105237.16% | |
| Osaic Holdings, Inc. | 0.00% | 3 | $161 | $176 | +$15 | +9.47% |
Frequently asked questions about PY
Who are the largest institutional holders of PY?
The largest institutional holders of PY reported in the latest SEC Form 13F filings include Principal Financial Group Inc, Principal Securities, Inc., Envestnet Asset Management Inc, Wealth Enhancement Advisory Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PY position.
What is PY institutional ownership?
This page tracks PY positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL VALUE ETF (PY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PY?
InsiderSet currently tracks 21 institutional managers reporting PY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PY shareholders.
How much PY stock do institutions own?
Institutional investment managers disclosed approximately $286.71M in PY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PY institutional ownership last updated?
The latest PY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PY position after the reporting date.
Are institutions buying or selling PY?
Institutional buying and selling can be analyzed by comparing PY positions across consecutive 13F reporting periods. InsiderSet's PY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PY ownership changes.
How has PY institutional ownership changed over time?
InsiderSet tracks PY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.