9 institutions reported holding $282.4M of PRINCIPAL EXCHANGE TRADED FD (PY) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($108.7M), PRINCIPAL SECURITIES, INC. ($87.2M), ENVESTNET ASSET MANAGEMENT INC ($79.3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($4.6M), Capital Investment Advisory Services, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $108.7M | 2.0M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $87.2M | 1.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $79.3M | 1.5M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 84,270 | Added |
| 5 | Capital Investment Advisory Services, LLC | $1.0M | 19,141 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $939,000 | 17,424 | Added |
| 7 | Kestra Advisory Services, LLC | $553,274 | 10,265 | Trimmed |
| 8 | Cape Investment Advisory, Inc. | $35,790 | 664 | New |
| 9 | CITIGROUP INC | $3,557 | 66 | New |
Source: SEC Form 13F filings · as of 2026-06-30