13F Insight
DOSSIER · 13F Holders · Q2 2026
PY

PRINCIPAL EXCHANGE TRADED FD

22 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y300·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$287M
visible holders
Holders
22
filers reporting
Concentration
37.83%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported PY in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 37.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$109M2.0M0.05%Q2 202602
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$87M1.6M1.05%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$79M1.5M0.02%Q2 202604
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M84K0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M31K0.00%Q2 202606
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M19K0.06%Q2 202607
Smartleaf Asset Management LLC
CIK 0002010393
$930K17K0.03%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$838K16K0.00%Q1 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$749K14K0.02%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$553K10K0.00%Q2 202611
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$523K10K0.00%Q2 202612
Integrity Wealth Partners, LLC
CIK 0002121884
$308K6K0.28%Q1 202613
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$268K5K0.00%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$257K5K0.00%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$255K5K0.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$74K1K0.00%Q2 202617
Cape Investment Advisory, Inc.
CIK 0001944437
$36K6640.01%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$10K1870.00%Q2 202619
CITIGROUP INC
CIK 0000831001
$4K660.00%Q2 202620
FMR LLC
CIK 0000315066
$3K580.00%Q2 2026
Page 1 of 2
2 more holders available. Log in →