Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / PRIN U S SMALL
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
318,880
-
Shares change
-
-143,200
-
Total reported value, excl. options
-
$8,717,000
-
Value change
-
-$3,809,492
-
Number of buys
-
5
-
Number of sells
-
-6
-
Price
-
$27.34
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q2 2020
12 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q2 2020.
PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 318,880 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (151,548 shares), MORGAN STANLEY (105,093 shares), ADVISOR GROUP HOLDINGS, INC. (28,676 shares), CITADEL ADVISORS LLC (15,784 shares), LPL Financial LLC (13,880 shares), WELLS FARGO & COMPANY/MN (1,735 shares), Private Advisor Group, LLC (975 shares), Global Retirement Partners, LLC (606 shares), UBS Group AG (315 shares), and ROYAL BANK OF CANADA (188 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.