Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / PRIN U S SMALL
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
15,311,073
-
Shares change
-
+534
-
Total reported value, excl. options
-
$747,744,109
-
Value change
-
+$9,685
-
Number of buys
-
35
-
Number of sells
-
-12
-
Price
-
$48.56
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) as of Q1 2025
50 filings reported holding PSC - PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL as of Q1 2025.
PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL (PSC) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,311,073 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (8,466,710 shares), ENVESTNET ASSET MANAGEMENT INC (1,871,603 shares), PRINCIPAL SECURITIES, INC. (1,698,988 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (694,501 shares), WELLS FARGO & COMPANY/MN (510,620 shares), RAYMOND JAMES FINANCIAL INC (386,677 shares), MORGAN STANLEY (359,578 shares), Legacy CG, LLC (316,839 shares), ROYAL BANK OF CANADA (286,803 shares), and LPL Financial LLC (173,714 shares).
This table shows the top 45 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.