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Principal Value ETF (PY)

CUSIP: 74255Y300 | NYSE | 49 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Principal Financial Group Inc2,040,167
0.1% of portfolio›$113.9M
Wealth Enhancement Advisory Services, LLC85,822
0.0% of portfolio›$4.9M
LPL Financial LLC30,276
0.0% of portfolio›$1.7M
Capital Investment Advisory Services, LLC20,318
0.1% of portfolio›$1.1M
Kestra Advisory Services, LLC10,355
0.0% of portfolio›$578.0K
Integrity Wealth Partners, LLC5,295
0.2% of portfolio›$295.6K
Cambridge Investment Research Advisors, Inc.4,142
0.0% of portfolio›$231
Cape Investment Advisory, Inc.664
0.0% of portfolio›$37.1K
Farther Finance Advisors, LLC30
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Principal Financial Group Inc
2,040,167$113.9M0.1%CoreLowDes Moines, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
85,822$4.9M0.0%CoreLowPlymouth, MN2026-10-13
LPL Financial LLC
30,276$1.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Capital Investment Advisory Services, LLC
20,318$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
Kestra Advisory Services, LLC
10,355$578.0K0.0%CoreLowAustin, TX2026-11-02
Integrity Wealth Partners, LLC
5,295$295.6K0.2%ETFN/AWalnut Creek, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
4,142$2310.0%ETFLowFairfield, IA2026-11-02
Cape Investment Advisory, Inc.
664$37.1K0.0%ETFLowMcdonough, GA2026-10-13
Farther Finance Advisors, LLC
30$1.7K0.0%IndexLowSan Francisco, CA2026-10-08