13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
P

PRINCIPAL EXCHANGE TRADED FD

PY
Institutions
19
Combined AUM (Q2 2026)
$286.2M
Combined Shares (Q2 2026)
5.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+470,741
14 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,618
9 · 5 Exit · ≈
⚖️ Net
+443,123
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$286.2M
Institutions
19
New Buys
5
Adds
9
Reduces
4
Exits
5
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL FINANCIAL GROUP INC
0.05%0.05%#3$108.7M2.0M$101.6M2.0M+43,636+2.21%Add
PRINCIPAL SECURITIES, INC.
1.05%1.08%#1$87.2M1.6M$73.5M1.4M+189,584+13.27%Add
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#5$79.3M1.5M$65.3M1.3M+201,803+15.90%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#8$4.6M84,270$4.2M81,228+3,042+3.75%Add
LPL Financial LLC
<0.01%<0.01%#11$1.7M30,870$1.5M29,401+1,469+5.00%Add
Capital Investment Advisory Services, LLC
0.06%0.08%#2$1.0M19,141$1.1M21,347-2,206-10.33%Reduce
Smartleaf Asset Management LLC
0.03%0.03%#4$929,95717,237$873,65717,23700.00%Unchanged
GTS SECURITIES LLC
0.02%#6$748,68513,890$00+13,890New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#9$553,27410,265$530,69210,307-42-0.41%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#10$522,8409,700$00+9,700New Buy
AQR CAPITAL MANAGEMENT LLC
<0.01%#13$268,1574,975$00+4,975New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#14$257,2694,773$288,7035,607-834-14.87%Reduce
Cetera Investment Advisers
<0.01%<0.01%#12$255,4374,739$219,3474,260+479+11.24%Add
MORGAN STANLEY
<0.01%<0.01%#16$73,7411,368$781+1,367+136,700.00%Add
Cape Investment Advisory, Inc.
0.01%#7$35,790664$00+664New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#15$10,071187$6,916134+53+39.55%Add
CITIGROUP INC
<0.01%#17$3,55766$00+66New Buy
FMR LLC
<0.01%<0.01%#19$3,11858$2,29445+13+28.89%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$1613$21,501417-414-99.28%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow