Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / PRIN U S SMALL
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
10,534,315
-
Shares change
-
+529,702
-
Total reported value, excl. options
-
$521,960,758
-
Value change
-
+$26,283,854
-
Number of buys
-
17
-
Number of sells
-
-4
-
Price
-
$49.57
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q1 2024
22 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q1 2024.
PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,534,315 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (9,537,282 shares), PRINCIPAL SECURITIES, INC. (232,151 shares), ENVESTNET ASSET MANAGEMENT INC (208,213 shares), WELLS FARGO & COMPANY/MN (117,326 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (101,741 shares), LPL Financial LLC (101,011 shares), Royal Bank of Canada (89,942 shares), MORGAN STANLEY (67,740 shares), Sigma Planning Corp (22,297 shares), and Mutual Advisors, LLC (12,560 shares).
This table shows the top 20 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.