PRINCIPAL EXCHANGE TRADED FD
CUSIP 74255Y888
Principal Exchange Traded Fd has 129 institutional holders in Filings Flow’s 13F database, together reporting 4.37M shares worth $82M as of Q2 2026. The largest reported holders are Bank Of America Corp /De/, Ubs Group AG, and Morgan Stanley.
Institutional Holders
129
Q2 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| IFC Advisors LLC$699M AUM | 7.35% | $51M | 2.73M | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 2.63% | $3M | 152.3K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 2.50% | $7M | 398.1K | Q1 2026OLDER |
| Permanens Capital L.P.$776M AUM | 2.05% | $16M | 847.1K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 1.88% | $12M | 648.5K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 1.82% | $3M | 149.1K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 1.62% | $16M | 831.8K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 1.52% | $16M | 849.5K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 1.28% | $5M | 283.6K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 1.16% | $7M | 384.0K | Q4 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.89% | $2M | 123.5K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.86% | $4M | 202.2K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.81% | $2M | 123.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.81% | $3M | 138.6K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 0.79% | $937,157 | 49.1K | Q2 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.67% | $2M | 99.5K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.46% | $1M | 58.3K | Q2 2026 |
| CAPITAL & PLANNING, LLC$165M AUM | 0.45% | $746,028 | 39.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.45% | $2M | 80.9K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.43% | $8M | 403.9K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.42% | $5M | 255.4K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.40% | $3M | 140.3K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.36% | $1M | 53.2K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.36% | $1M | 75.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.33% | $23M | 1.21M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.33% | $798,326 | 42.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.27% | $541,414 | 28.8K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.25% | $264,496 | 14.1K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.21% | $4M | 192.0K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.20% | $382,253 | 20.3K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.18% | $3M | 134.1K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.17% | $1M | 70.8K | Q4 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.17% | $289,856 | 15.1K | Q3 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.17% | $3M | 148.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.17% | $459,980 | 24.4K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.14% | $2M | 82.2K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.14% | $233,503 | 12.4K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.13% | $162,619 | 8.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.12% | $12M | 662.7K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.12% | $943,852 | 50.2K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.11% | $1M | 69.5K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 0.11% | $217,592 | 11.4K | Q3 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.11% | $689,753 | 36.6K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.11% | $223,224 | 11.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.11% | $1M | 76.7K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.11% | $284,688 | 14.9K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.10% | $443,568 | 23.3K | Q4 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.10% | $314,422 | 16.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.09% | $506,511 | 26.9K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.09% | $2M | 84.7K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.08% | $1M | 77.0K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.07% | $357,580 | 19.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.07% | $3M | 134.8K | Q2 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.06% | $730,592 | 38.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.06% | $76,647 | 4.0K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 117.1K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.05% | $891,654 | 47.4K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.05% | $643,268 | 34.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.04% | $149,431 | 7.9K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $360,388 | 19.1K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.03% | $310,530 | 16.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 369.3K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $667,781 | 35.7K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $310,530 | 16.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 602.5K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $204,890 | 10.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $146M | 7.74M | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $157,044 | 8.2K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $545,837 | 29.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $721,446 | 38.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $851,276 | 44.5K | Q3 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $223,829 | 11.7K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 175.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $221M | 11.74M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $58M | 3.11M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 171.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 137.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.01% | $190,289 | 10.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $240,551 | 12.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $71M | 3.75M | Q2 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $525,585 | 27.5K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $210,596 | 11.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 531.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 1.86M | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $630,454 | 33.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $58M | 3.10M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $41M | 2.20M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $847,717 | 45.0K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.01% | $610,653 | 32.4K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $476,767 | 25.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $258,326 | 13.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 108.5K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $577,228 | 30.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $90,073 | 4.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $131M | 6.87M | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $285,307 | 15.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 275.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 100.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 241.3K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $28,230 | 1.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $95,300 | 5.0K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 195.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $7,020 | 373 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $19,642 | 1.0K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $772,807 | 41.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 260.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 1.08M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $407,058 | 21.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $569,564 | 29.9K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $292,914 | 15.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 105.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 308.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 129.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $6M | 313.4K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.00% | $247,910 | 13.0K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3 | 169 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 54.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $39,522 | 2.1K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $9,316 | 495 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 145.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $36,404 | 1.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 63.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 62.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 91.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $3,905 | 204 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $55,312 | 2.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $204,864 | 10.7K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 320.5K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $2,968 | 158 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $8,383 | 446 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $385,415 | 20.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $205,956 | 10.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,282 | 121 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $66,529 | 3.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 85.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,549 | 295 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 190.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $199,264 | 10.4K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $6,675 | 350 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $14,121 | 751 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $20,307 | 1.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $875,017 | 46.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $44,980 | 2.4K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $195,258 | 10.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $378,902 | 19.9K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $28,710 | 1.5K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $7,754 | 412 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $30,624 | 1.6K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,924 | 421 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $17,792 | 933 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,310 | 229 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9,410 | 500 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $381 | 20 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $83 | 44 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.