PY Institutional Ownership
Principal Value ETF
1W: -0.9%
1M: -3.5%
3M: +2.0%
YTD: +7.0%
1Y: +7.5%
3Y: +50.6%
5Y: +47.7%
$55.96
+0.19 (+0.34%)
Weekly Expected Move ±1.3%
$55
$55
$56
$57
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PY
23
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
287M
Total Invested
5
New Positions
10
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | 2,017,072 | 113M | +43,636 | +2.2% | 11Q | SEC ↗ |
| 2 | PRINCIPAL SECURITIES, INC. | 1,617,997 | 91M | +189,584 | +13.3% | 11Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,470,675 | 82M | +201,803 | +15.9% | 21Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 84,270 | 5M | +3,042 | +3.7% | 12Q | SEC ↗ |
| 5 | LPL Financial LLC | 30,870 | 2M | +1,469 | +5.0% | 14Q | SEC ↗ |
| 6 | Capital Investment Advisory Services, | 19,141 | 1M | -2,206 | -10.3% | 9Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 17,424 | 975K | +1,143 | +7.0% | 19Q | SEC ↗ |
| 8 | Smartleaf Asset Management LLC | 17,237 | 965K | — | +0.0% | 11Q | SEC ↗ |
| 9 | GTS SECURITIES LLC NEW | 13,890 | 777K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 10,265 | 574K | -42 | -0.4% | 3Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP NEW | 9,700 | 543K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Integrity Wealth Partners, LLC NEW | 5,973 | 334K | — | +0.0% | 1Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC NEW | 4,975 | 278K | — | +0.0% | 1Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,773 | 267K | -834 | -14.9% | 2Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 4,739 | 265K | +479 | +11.2% | 10Q | SEC ↗ |
| 16 | MORGAN STANLEY | 1,368 | 77K | +98 | +7.7% | 8Q | SEC ↗ |
| 17 | Cape Investment Advisory, Inc. NEW | 664 | 37K | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 187 | 10K | +53 | +39.6% | 5Q | SEC ↗ |
| 19 | CITIGROUP INC NEW | 66 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 20 | FMR LLC | 58 | 3K | +13 | +28.9% | 6Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 3 | 0K | -414 | -99.3% | 9Q | SEC ↗ |
| 22 | SageView Advisory Group, LLC | 0 | 0K | -95 | -100.0% | 1Q | SEC ↗ |
| 23 | CWM, LLC | 0 | 0K | -1,416 | -100.0% | 5Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 0 | 0K | -10 | -100.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG | 0 | 0K | -1,405 | -100.0% | 1Q | SEC ↗ |
| 26 | MCGUIRE CAPITAL ADVISORS INC | 0 | 0K | -3 | -100.0% | 2Q | SEC ↗ |
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | 0K | -460 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 13,890 | 777K |
| TWO SIGMA INVESTMENTS, LP | 9,700 | 543K |
| Integrity Wealth Partners, LLC | 5,973 | 334K |
| AQR CAPITAL MANAGEMENT LLC | 4,975 | 278K |
| Cape Investment Advisory, Inc. | 664 | 37K |
| CITIGROUP INC | 66 | 4K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CWM, LLC | 1,416 | 79K |
| UBS Group AG | 1,405 | 79K |
| PNC FINANCIAL SERVICES GROUP, INC. | 460 | 26K |
| SageView Advisory Group, LLC | 95 | 5K |
| WELLS FARGO & COMPANY/MN | 10 | 1K |
| MCGUIRE CAPITAL ADVISORS INC | 3 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +201,803 | +15.9% | 1,470,675 |
| PRINCIPAL SECURITIES, INC. | +189,584 | +13.3% | 1,617,997 |
| PRINCIPAL FINANCIAL GROUP INC | +43,636 | +2.2% | 2,017,072 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,042 | +3.7% | 84,270 |
| LPL Financial LLC | +1,469 | +5.0% | 30,870 |
| Cambridge Investment Research Advis | +1,143 | +7.0% | 17,424 |
| Cetera Investment Advisers | +479 | +11.2% | 4,739 |
| MORGAN STANLEY | +98 | +7.7% | 1,368 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +53 | +39.6% | 187 |
| FMR LLC | +13 | +28.9% | 58 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Investment Advisory Service | -2,206 | -10.3% | 19,141 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -834 | -14.9% | 4,773 |
| OSAIC HOLDINGS, INC. | -414 | -99.3% | 3 |
| Kestra Advisory Services, LLC | -42 | -0.4% | 10,265 |