Principal Value ETF
$57.32-1%
+$25.2M
Net Activity
+9.44% total shares
Institutions Holding
20
Popularity Rank
#8385
Avg Weight
0.06%
Total Value
$287.1M
20 institutions currently hold PY, with 15 net buyers and 7 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
7
Net Buying Institutions
15
Top 5 by Value
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Across its top 20 institutional holders, PY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 28/100).
PY ranks #8385 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
20 institutions disclose a position in PY, but none treat it as a major bet — even Principal Securities, Inc., its most concentrated holder, allocates just 1.1% of its own portfolio to it.
Principal Financial Group Inc has added to its PY position for two straight quarters, increasing it by $68.3M to reach $108.7M today.
Capital Investment Advisory Services, LLC has trimmed its PY position for two straight quarters, cutting it by $385.5K while still holding $1.0M.
PY is down 1% today, but institutions show net buying of $25.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$25.4M
Total Buy Value
$284.5K
Total Sell Value
15
Net Buyers
7
Net Sellers
PY
Q2 2026
Top 5 Institutional Movers
+$13.9M
+$13.7M
+$7.1M
+$748.7K
+$522.8K
PY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
74255Y300
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,245
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,993
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,156
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,764
Total reported value
$1.2T
Held by 4764 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,693
Total reported value
$473.4B
Held by 4693 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,640
Total reported value
$985.8B
Held by 4640 institutions — one of the most-tracked stocks on AlphaSMO
Access PY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PYCLI
npx alphasmo stocks get PYFull API & MCP documentation →