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

$51.35-0.04 (-0.09%)Financial ServicesNASDAQ

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$6.0000520002568215e+44T

% 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
ENVESTNET ASSET MANAGEMENT INCNew Position+1.0M+$52.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+774K+$40.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+97K+$5.1M
Capital Investment Advisory Services, LLCNew Position+27K+$1.4M
Smartleaf Asset Management LLCNew Position+21K+$1.0M
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
WELLS FARGO & COMPANY/MNNew Position+10+$0
MCGUIRE CAPITAL ADVISORS INCNew Position+3+$0
MORGAN STANLEYIncreased+13+$-78K
FMR LLCIncreased+2+$-143K
Cambridge Investment Research Advisors, Inc.Increased+695+$-833K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+41K+$-4.2M

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

PY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$163.8M+7
Q3 202512$53.1B-7
Q2 202519$240.7B+1
Q1 202518$331.4B-2
Q4 202420$43.8T+6
Q3 202414$85.3T-2
Q2 202416$76.8T+5
Q1 202411$63.5T—

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As of Q4 2025, 22 institutional investors hold PY (Principal Value ETF). The largest holder is PRINCIPAL SECURITIES, INC. with $60.0M 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 SECURITIES, INC. with $60.0M in shares.

Is institutional ownership of PY increasing or decreasing?

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