Significant Ownership of Principle Wealth Partners LLC

Large-stake snapshot 1 signal
Large-stake filing summary
  • 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 Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Michael J. Castiello - CHIEF COMPLIANCE OFFICER
Manager location
Madison, CT

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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
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.
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