Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / PRIN U S SMALL
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Number of holders
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11
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Total 13F shares, excl. options
-
721,217
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Shares change
-
+228,314
-
Total reported value, excl. options
-
$28,712,000
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Value change
-
+$8,503,815
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Number of buys
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8
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Number of sells
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-4
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Price
-
$45.48
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q3 2021
14 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q3 2021.
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 721,217 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (579,419 shares), MORGAN STANLEY (61,262 shares), COMMONWEALTH EQUITY SERVICES, LLC (32,957 shares), WELLS FARGO & COMPANY/MN (26,552 shares), LPL Financial LLC (13,062 shares), FLOW TRADERS U.S. LLC (5,600 shares), ADVISOR GROUP HOLDINGS, INC. (1,483 shares), Global Retirement Partners, LLC (606 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (229 shares), and LIBERTY WEALTH MANAGEMENT LLC (27 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.