Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US MEGA CP ETF
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
3,086,770
-
Shares change
-
+734,651
-
Total reported value, excl. options
-
$122,455,000
-
Value change
-
+$29,332,908
-
Number of buys
-
16
-
Number of sells
-
-14
-
Price
-
$39.72
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) as of Q2 2021
33 filings reported holding USMC - PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF as of Q2 2021.
PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,086,770 shares
.
Largest 10 shareholders include Horizon Investments, LLC (836,527 shares), PRINCIPAL FINANCIAL GROUP INC (751,632 shares), ENVESTNET ASSET MANAGEMENT INC (277,557 shares), WELLS FARGO & COMPANY/MN (211,760 shares), Segment Wealth Management, LLC (145,121 shares), LPL Financial LLC (134,533 shares), Golden State Wealth Management, LLC (121,154 shares), GWM Advisors LLC (118,132 shares), MORGAN STANLEY (111,594 shares), and AMERIPRISE FINANCIAL INC (92,420 shares).
This table shows the top 29 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.