PRINCIPAL EXCHANGE TRADED FD
CUSIP 74255Y607
Principal Exchange Traded Fd has 90 institutional holders in Filings Flow’s 13F database, together reporting 29.61M shares worth $1.7B as of Q1 2026. The largest reported holders are Principal Financial Group Inc, Envestnet Asset Management Inc, and Principal Securities, Inc..
Institutional Holders
90
Q1 2026
Reported Value
$1.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Veracity Capital LLC$280M AUM | 4.88% | $14M | 238.5K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 2.91% | $11M | 196.7K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 2.47% | $10M | 170.5K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 2.16% | $8M | 139.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 2.13% | $145M | 2.54M | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 2.07% | $9M | 150.6K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 1.54% | $2M | 37.7K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.41% | $4M | 74.3K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 1.21% | $2M | 31.5K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.94% | $2M | 32.8K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 0.91% | $3M | 52.9K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.89% | $3M | 48.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.70% | $5M | 20.3K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.68% | $11M | 150.8K | Q2 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.51% | $600,881 | 10.5K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.49% | $2M | 36.0K | Q4 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.46% | $729,432 | 12.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.45% | $2M | 28.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.38% | $719M | 12.55M | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.28% | $4M | 65.1K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.20% | $310,878 | 5.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.19% | $1M | 21.5K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.17% | $1M | 24.1K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.16% | $531,872 | 9.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.12% | $2M | 35.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.12% | $2M | 28.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.11% | $6M | 102.1K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.10% | $1M | 20.6K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.09% | $643,984 | 11.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.09% | $883,635 | 12.6K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $5M | 79.7K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $567,106 | 8.1K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 68.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $25M | 433.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $937,515 | 16.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $157M | 2.73M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 20.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 143.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 22.5K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $1M | 17.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $346,870 | 6.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $974,228 | 17.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $127M | 2.21M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $19M | 338.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $80M | 1.40M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 21.3K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $252,169 | 4.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $62M | 1.08M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 194.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 67.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $77M | 1.35M | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $46,877 | 812 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 129.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 122.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 36.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 179.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $14M | 252.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 35.2K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 20.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $72M | 1.25M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $23M | 406.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $382,859 | 6.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $19,484 | 342 | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $7,108 | 124 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $2,408 | 42 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $418,618 | 7.3K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $317,095 | 5.6K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $21,178 | 302 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 87.8K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $35,083 | 612 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 43.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 99.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $179,041 | 3.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $268,126 | 4.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 35.1K | Q4 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $459 | 8 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $111,152 | 1.9K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,350 | 41 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $12,898 | 225 | Q2 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $366,762 | 6.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 31.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,732 | 100 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,831 | 101 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,694 | 47 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $111,197 | 1.9K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $172 | 3 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $9,401 | 164 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $28,891 | 504 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,560 | 254 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $115 | 2 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $688 | 12 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,752 | 48 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $2,483 | 43 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $6,581 | 114 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $745 | 13 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,735 | 84 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $15,631 | 273 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,643 | 81 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9,468 | 164 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.