PRINCIPAL VALUE ETF (PY) Institutional Ownership Changes & 13F Activity
PRINCIPAL VALUE ETF (PY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Principal Securities, Inc., Principal Financial Group Inc, Gts Securities Llc, and Two Sigma Investments, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +201,803 | +15.9% | 1,470,675 | $79.27M | Q2 2026 | Sep 23, 2026 |
| Gts Securities Llc | Buy | +13,890 | — | 13,890 | $748.68K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +9,700 | — | 9,700 | $522.84K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +4,975 | — | 4,975 | $268.16K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -834 | -14.9% | 4,773 | $257.27K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -414 | -99.3% | 3 | $161.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +98 | +7.7% | 1,368 | $73.74K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +13 | +28.9% | 58 | $3.12K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +479 | +11.2% | 4,739 | $255.44K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +1,469 | +5.0% | 30,870 | $1.66M | Q2 2026 | Aug 07, 2026 |
| Principal Securities, Inc. | Buy | +189,584 | +13.3% | 1,617,997 | $87.21M | Q2 2026 | Aug 04, 2026 |
| Principal Financial Group Inc | Buy | +43,636 | +2.2% | 2,017,072 | $108.71M | Q2 2026 | Aug 04, 2026 |
| Citigroup Inc | Buy | +66 | — | 66 | $3.56K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,143 | +7.0% | 17,424 | $939.00 | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, Llc | Sell | -42 | -0.4% | 10,265 | $553.27K | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, Llc | Sell | -2,206 | -10.3% | 19,141 | $1.03M | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | Buy | +664 | — | 664 | $35.79K | Q2 2026 | Jul 23, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +3,042 | +3.7% | 84,270 | $4.64M | Q2 2026 | Jul 15, 2026 |
| Mcguire Capital Advisors Inc | Sell | -3 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -460 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -134 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -1,405 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Integrity Wealth Partners, Llc | Sell | -5,973 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about PY activity
Which institutional owners are buying PY?
Institutional owners buying PY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PY activity?
"Buy" means an investor increased their reported position in PY compared to the prior reporting period. This reflects growing exposure to PRINCIPAL VALUE ETF (PY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PY increasing?
Institutional interest in PY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.