Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US MEGA CP ETF
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
2,011,871
-
Shares change
-
+646,993
-
Total reported value, excl. options
-
$60,456,000
-
Value change
-
+$19,557,100
-
Number of buys
-
17
-
Number of sells
-
-6
-
Price
-
$30.05
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) as of Q2 2020
23 filings reported holding USMC - PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF as of Q2 2020.
PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,011,871 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (304,658 shares), AMERIPRISE FINANCIAL INC (275,917 shares), ENVESTNET ASSET MANAGEMENT INC (270,974 shares), WELLS FARGO & COMPANY/MN (252,533 shares), LPL Financial LLC (150,848 shares), Segment Wealth Management, LLC (127,403 shares), MORGAN STANLEY (99,211 shares), GWM Advisors LLC (96,134 shares), Cornerstone Wealth Management, LLC (84,538 shares), and SHEETS SMITH WEALTH MANAGEMENT (83,997 shares).
This table shows the top 22 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.