PRINCIPAL EXCHANGE TRADED FD PRNCPL VLU ETF is a security (CUSIP 74255Y300) tracked across SEC portfolio filings. 23 institutional managers reported $284.9M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.1M via N-PORT as of 2026-03-31.
Showing 15 of 23 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | DES MOINES, IA | $108.7M | 2,017,072 |
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $87.2M | 1,617,997 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $79.3M | 1,470,675 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $4.6M | 84,270 |
| LPL Financial LLC | FORT MILL, SC | $1.5M | 29,401 |
| Capital Investment Advisory Services, LLC | RALEIGH, NC | $1.0M | 19,141 |
| Smartleaf Asset Management LLC | BOSTON, MA | $874K | 17,237 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $553K | 10,265 |
| Integrity Wealth Partners, LLC | WALNUT CREEK, CA | $308K | 5,973 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $289K | 5,607 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $219K | 4,260 |
| UBS Group AG | Zurich, V8 | $72K | 1,405 |
| MORGAN STANLEY | NEW YORK, NY | $65K | 1,270 |
| Cape Investment Advisory, Inc. | MCDONOUGH, GA | $36K | 664 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $24K | 460 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| SAM Conservative Growth Portfolio | Principal Variable Contract Funds, Inc | $2.1M | 51.13% |