Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Principal Financial Group Inc (+155%).
17 tracked 13F filers disclose a position in PY as of the latest SEC 13F filings, a combined $263.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.0M | $101.6M | ▲+155% Added · +1.2M sh | Q1 2026 | |
| 2 | Principal Securities, Inc. | 1.6M | $87.2M | ▲+13% Added · +190K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 1.3M | $65.3M | ▲+26% Added · +260K sh | Q1 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 84K | $4.6M | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 29K | $1.5M | ▲+11% Added · +3K sh | Q1 2026 | |
| 6 | Capital Investment Advisory Services, LLC | 19K | $1.0M | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 7 | Smartleaf Asset Management LLC | 17K | $930K | —Held | Q2 2026 | |
| 8 | Kestra Advisory Services, LLC | 10K | $553K | ▼−0.4% Reduced · −42 sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 6K | $289K | ▲New +6K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | 4K | $219K | —Held | Q1 2026 | |
| 11 | UBS Group AG | 1K | $72K | ▲New +1K sh | Q1 2026 | |
| 12 | Morgan Stanley | 1K | $65K | ▲91× Added · +1K sh | Q1 2026 | |
| 13 | Cape Investment Advisory, Inc. | 664 | $36K | ▲Added Added · +664 sh | Q2 2026 | |
| 14 | PNC Financial Services Group, Inc. | 460 | $24K | ▲New +460 sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 417 | $22K | —Held | Q1 2026 | |
| 16 | Northwestern Mutual Wealth Management Co | 134 | $7K | ▲+4.7% Added · +6 sh | Q1 2026 | |
| 17 | FMR LLC | 58 | $3K | ▲+29% Added · +13 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in PY, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $7.1B |
| Microsoft CorpMSFT | 5 funds | $5.7B |
| Apple IncAAPL | 5 funds | $5.6B |
| Amazon.com IncAMZN | 5 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 5 funds | $3.3B |
| Broadcom IncAVGO | 5 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 5 funds | $2.5B |
| Principal US Mega-Cap ETFUSMC | 5 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 5 funds | $2.2B |
| Ishares Core S&P 500 ETFIVV | 5 funds | $2.0B |
| Welltower IncWELL | 5 funds | $1.9B |
| O'reilly Automotive IncORLY | 5 funds | $1.7B |
Ranked by how many of PY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PY.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 95 funds | $1.8B |
| USMCUSMC | 78 funds | $3.0B |
| YLDmc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 21 funds | $284.5M |
| PSETQUALITY ETF | 19 funds | $26.9M |
| PYthis pagePRNCPL VLU ETF | 17 funds | $263.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PY/capital-change-brief"
Use Arkolith's capital_change_brief for PY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.