Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / PRIN U S SMALL
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
6,562,468
-
Shares change
-
+2,493,738
-
Total reported value, excl. options
-
$264,686,373
-
Value change
-
+$100,555,083
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$40.90
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q3 2023
12 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q3 2023.
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 6,562,468 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (6,254,337 shares), WELLS FARGO & COMPANY/MN (80,843 shares), LPL Financial LLC (48,146 shares), MORGAN STANLEY (45,678 shares), OSAIC HOLDINGS, INC. (45,607 shares), Mutual Advisors, LLC (44,252 shares), Royal Bank of Canada (28,045 shares), Belpointe Asset Management LLC (14,377 shares), Global Retirement Partners, LLC (606 shares), and UBS Group AG (494 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.