Cliff Asness’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Cliff Asness’s Portfolio PY Stock Details PY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	+4,975	New	+$266K	﹤0.01%	3678

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cliff Asness's PY Position: Q2 2026 in Review

Cliff Asness opened a new position in Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2026: 4,975 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #3678 among its holdings.

20 funds tracked by Wall St. Rank hold PY as of Q2 2026.

Cliff Asness held 4,975 shares of Principal Exchange-Traded Funds Principal Value ETF worth $268K as of Q2 2026.
Principal Exchange-Traded Funds Principal Value ETF was a new Cliff Asness position in Q2 2026.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3678 holding.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.