Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / PRIN U S SMALL
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
13,428,947
-
Shares change
-
+402,969
-
Total reported value, excl. options
-
$697,543,044
-
Value change
-
+$20,937,720
-
Number of buys
-
20
-
Number of sells
-
-5
-
Price
-
$51.97
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q3 2024
27 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q3 2024.
PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,428,947 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (9,617,320 shares), PRINCIPAL SECURITIES, INC. (1,297,491 shares), ENVESTNET ASSET MANAGEMENT INC (1,246,085 shares), WELLS FARGO & COMPANY/MN (370,329 shares), Royal Bank of Canada (220,239 shares), Legacy CG, LLC (209,795 shares), LPL Financial LLC (115,628 shares), MORGAN STANLEY (98,218 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (57,807 shares), and Sigma Planning Corp (32,478 shares).
This table shows the top 25 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.