Significant Ownership of Principle Wealth Partners LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Principle Wealth Partners LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- Michael J. Castiello - CHIEF COMPLIANCE OFFICER
- Manager location
- Madison, CT
Large-stake snapshot
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Manager
Names, identifiers, and filing context for this profile.
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Significant Ownership of Principle Wealth Partners LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Funds | EXCHANGE-TRADED FUND | 37% | 7,171,893 | Principle Wealth Partners LLC | 23 Oct 2026 | ||||
| BKDV | BNY Mellon ETF Trust II | EXCHANGE-TRADED FUND | 7.5% | $138,298,001 | 4,097,719 | Principle Wealth Partners LLC | 07 Apr 2026 |
Schedules 13D/G Reported by Principle Wealth Partners LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.