PRINCIPAL EXCHANGE TRADED FD
CUSIP 74255Y870
Principal Exchange Traded Fd has 87 institutional holders in Filings Flow’s 13F database, together reporting 52.87M shares worth $3.0B as of Q1 2026. The largest reported holders are Principal Financial Group Inc, Principal Securities, Inc., and Envestnet Asset Management Inc.
Institutional Holders
87
Q1 2026
Reported Value
$3.0B
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 |
|---|---|---|---|---|
| O'Brien Wealth Partners LLC$756M AUM | 8.09% | $61M | 893.7K | Q4 2025OLDER |
| Symphony Financial Services, Inc.$195M AUM | 8.01% | $16M | 242.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 4.47% | $305M | 4.74M | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 3.75% | $19M | 7.11M | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.84% | $7M | 101.5K | Q4 2025OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 2.66% | $5M | 77.6K | Q4 2025OLDER |
| PMG Wealth Management, Inc.$139M AUM | 1.52% | $2M | 32.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 1.47% | $13M | 209.7K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.23% | $4M | 61.7K | Q1 2026OLDER |
| Legacy CG, LLC$360M AUM | 1.11% | $4M | 62.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 1.04% | $1.9B | 30.15M | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.96% | $16M | 254.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.57% | $8M | 111.9K | Q4 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.42% | $2M | 27.9K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 0.41% | $602,728 | 9.4K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.40% | $476,070 | 7.0K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.33% | $2M | 31.9K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.28% | $3M | 42.6K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.27% | $436,568 | 6.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.25% | $2M | 35.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.25% | $3M | 52.8K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.14% | $682,632 | 9.2K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.13% | $17M | 258.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.12% | $2M | 26.7K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.11% | $3M | 46.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.08% | $253,607 | 3.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $288M | 4.48M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $19M | 300.8K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 26.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 36.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.04% | $8M | 129.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.04% | $301,739 | 4.3K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.04% | $78,936 | 1.2K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.04% | $130,811 | 2.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.04% | $130,811 | 2.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 43.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $273,263 | 4.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $416,637 | 6.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $804,930 | 12.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 59.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $69M | 1.08M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $12M | 191.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 16.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $297,829 | 4.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 48.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $529,255 | 7.7K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.02% | $74,990 | 1.1K | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $1M | 16.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 141.0K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $514,625 | 8.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $41M | 635.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $63M | 986.5K | Q2 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.01% | $26,882 | 418 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 120.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 124.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $77,175 | 1.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $146,601 | 2.1K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 35.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $418,543 | 6.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 20.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $14,213 | 221 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 53.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $706,876 | 11.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 23.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 695.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 37.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $213,482 | 3.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $319,114 | 4.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $591,093 | 9.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $318,692 | 5.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 117.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 22.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $437,644 | 6.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $336,774 | 4.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 28.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $206,606 | 3.0K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $37,063 | 500 | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $1,158 | 18 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $26,497 | 412 | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $298,344 | 4.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $206,185 | 3.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $379,751 | 5.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $85,152 | 1.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $316,351 | 4.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 79.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 28.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,696 | 54 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 21.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $25,121 | 367 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $80,004 | 1.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,211 | 62 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 17.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $213,109 | 3.1K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $6,681 | 98 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $787,116 | 12.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $787,500 | 12.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,736 | 27 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $10,483 | 163 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,313 | 98 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,454 | 147 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,738 | 40 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $16,031 | 249 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.