Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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14,805,169
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Total 13F shares
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9,750,146
-
Share change
-
+863,871
-
Total reported value
-
$190,394,781
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Price per share
-
$19.53
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Number of holders
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50
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Value change
-
+$17,157,494
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Number of buys
-
32
-
Number of sells
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14
Institutional Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q3 2024
As of 30 Sep 2024 PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) had 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,750,146 shares of stock of the company.
Largest 10 holders included PRINCIPAL FINANCIAL GROUP INC, STRATEGIC PLANNING GROUP, LLC, Cyndeo Wealth Partners, LLC, PRINCIPAL SECURITIES, INC., Ameritas Investment Partners, Inc., JPMORGAN CHASE & CO, NICOLET ADVISORY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Systelligence, LLC, and LPL Financial LLC.
This table shows 50 institutional shareholders of the security as of 30 Sep 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.