$53.04
+0.25 (+0.47%)
Market Cap
$123.6M
Shares Outstanding
2,355,534
Institutional Holders
18
Total Inst. Value
$290.7M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
3
Closed Positions
5
Increased
9
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $238.9M | 4,875,592 |
| 2 | PRINCIPAL SECURITIES, INC. | $43.4M | 876,755 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 99,091 |
| 4 | Capital Investment Advisory Services, LLC | $1.2M | 25,076 |
| 5 | Smartleaf Asset Management LLC | $1.1M | 21,764 |
| 6 | Cambridge Investment Research Advisors, Inc. | $596K | 12,144 |
| 7 | Wealthspire Retirement, LLC | $263K | 5,360 |
| 8 | Cetera Investment Advisers | $211K | 4,304 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $40K | 811,979 |
| 10 | Cape Investment Advisory, Inc. | $18K | 377 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | +4.5M | $238.9M |
| PRINCIPAL SECURITIES, INC. | +225 | $43.4M |
| Capital Investment Advisory Services, LLC | +19K | $1.2M |
| Smartleaf Asset Management LLC | +8K | $1.1M |
| Cambridge Investment Research Advisors, Inc. | +745 | $596K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -13K | $40K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -8K | $4.9M |
| OSAIC HOLDINGS, INC. | -141 | $4K |
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Frequently Asked Questions
How many institutional investors hold PY?
As of Q1 2025, 18 institutional investors report holding PY (Principal Value ETF) in their 13F filings.
Which hedge fund owns the most PY?
The largest institutional holder of PY is PRINCIPAL FINANCIAL GROUP INC with $238.9M in shares.
Are institutions buying or selling PY?
This quarter, 3 institutions opened new positions in PY and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.