Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US MEGA CP ETF
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
3,258,618
-
Shares change
-
+171,848
-
Total reported value, excl. options
-
$131,260,621
-
Value change
-
+$6,970,372
-
Number of buys
-
16
-
Number of sells
-
-17
-
Price
-
$40.32
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) as of Q3 2021
34 filings reported holding USMC - PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF as of Q3 2021.
PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF (USMC) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,258,618 shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (868,233 shares), Horizon Investments, LLC (838,192 shares), ENVESTNET ASSET MANAGEMENT INC (372,610 shares), WELLS FARGO & COMPANY/MN (207,981 shares), Segment Wealth Management, LLC (150,461 shares), LPL Financial LLC (146,275 shares), Golden State Wealth Management, LLC (140,444 shares), GWM Advisors LLC (124,460 shares), MORGAN STANLEY (109,303 shares), and AMERIPRISE FINANCIAL INC (82,356 shares).
This table shows the top 27 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.