Who owns PY?
Institutional ownership of Principal Shareholder Yield Index ETF from Form 13F, Q2 2026
20 institutional managers reported holding Principal Shareholder Yield Index ETF (PY) in Form 13F filings for Q2 2026, with 5,325,374 shares worth $287M. The largest reported holder was Principal Financial Group Inc. Managers that filed both quarters added a net 465,251 shares (+9.6%). 5 opened new positions and 3 sold out.
- Funds holding
- 20
- Value held
- $287M
- New / sold out
- 5 / 3
- Net shares, same filers
- +9.6%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of PY
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Principal Financial Group Inc | $109M | 37.9% | 2,017,072 | Added |
| Principal Securities, Inc. | $87.2M | 30.4% | 1,617,997 | Added |
| Envestnet Asset Management Inc | $79.3M | 27.6% | 1,470,675 | Added |
| Wealth Enhancement Advisory Services, LLC | $4.6M | 1.6% | 84,270 | Added |
| LPL Financial LLC | $1.7M | 0.6% | 30,870 | Added |
| Capital Investment Advisory Services, LLC | $1.0M | 0.4% | 19,141 | Trimmed |
| Cambridge Investment Research Advisors, Inc. | $939K | 0.3% | 17,424 | Added |
| Smartleaf Asset Management LLC | $930K | 0.3% | 17,237 | Unchanged |
| GTS Securities LLC | $749K | 0.3% | 13,890 | New |
| Kestra Advisory Services, LLC | $553K | 0.2% | 10,265 | Trimmed |
| Two Sigma Investments, LP | $523K | 0.2% | 9,700 | New |
| AQR Capital Management LLC | $268K | 0.1% | 4,975 | New |
| Susquehanna International Group, LLP | $257K | 0.1% | 4,773 | Trimmed |
| Cetera Investment Advisers | $255K | 0.1% | 4,739 | Added |
| Morgan Stanley | $74K | 0.0% | 1,368 | Added |
| Cape Investment Advisory, Inc. | $36K | 0.0% | 664 | New |
| Northwestern Mutual Wealth Management Co | $10K | 0.0% | 187 | Added |
| Citigroup Inc | $4K | 0.0% | 66 | New |
| FMR LLC | $3K | 0.0% | 58 | Added |
| Osaic Holdings, Inc. | $161 | 0.0% | 3 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 5,325,374 PY shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Envestnet Asset Management Inc Added+$10.9M
- Principal Securities, Inc. Added+$10.2M
- Principal Financial Group Inc Added+$2.4M
- GTS Securities LLC New+$749K
- Two Sigma Investments, LP New+$523K
- AQR Capital Management LLC New+$268K
- Wealth Enhancement Advisory Services, LLC Added+$168K
- LPL Financial LLC Added+$79K
- Cambridge Investment Research Advisors, Inc. Added+$62K
- Cape Investment Advisory, Inc. New+$36K
Biggest sellers in Q2 2026
- Capital Investment Advisory Services, LLC Trimmed-$119K
- UBS Group AG Sold out-$72K
- Susquehanna International Group, LLP Trimmed-$45K
- PNC Financial Services Group, Inc. Sold out-$24K
- Osaic Holdings, Inc. Trimmed-$22K
- Kestra Advisory Services, LLC Trimmed-$2K
- Mcguire Capital Advisors Inc Sold out-$154
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $25.4M and sold $285K; 10 added and 4 trimmed.
Questions about PY ownership
- Who owns PY stock?
- 20 institutional investment managers reported PY positions in their Form 13F filings for Q2 2026, holding 5,325,374 shares worth $287M in total. Principal Financial Group Inc reported the largest position.
- Are funds buying or selling PY?
- In Q2 2026, 5 managers opened new PY positions, 10 added, 4 trimmed and 3 sold out. Managers that filed in both quarters added a net 465,251 shares.
- How current is this PY institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PY by CUSIP. Options are left out. PY news and filings · PY insider trades · Top funds