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Get Institutions for : 
Principal Us Mega Cap Multi Factor Index (USMC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
44,466,260  
% of shares held : 
91.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
758,038  
% of shares held change : 
  1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 430,606
 0.97%
 
Increased Positions :
15
 2,899,655
 6.52%
 
Unchanged Positions :
11
 824,048
 1.85%
 
Decreased Positions :
11
-2,547,368
-5.73%
 
Closed Positions :
5
-24,855
-0.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PRINCIPAL FINANCIAL GROUP INC 12 - 2024-03-31 35,101,992 $1,804,292,000 -2,464,559
   PRINCIPAL SECURITIES INC. 1 - 2024-03-31 3,781,033 $194,194,000 2,104,211
   ENVESTNET ASSET MANAGEMENT INC 265 - 2024-03-31 3,682,623 $189,139,000 2,041,884
   LPL FINANCIAL CORP 836 - 2024-03-31 492,865 $25,314,000 26,616
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 466 - 2024-03-31 431,853 $22,180,000 88,479
   Legacy CG LLC 1 - 2024-03-31 362,439 $18,615,000 32,978
   OBrien Wealth Partners LLC 7 *New 2024-03-31 351,527 $18,054,000 351,527
   MORGAN STANLEY 2806 - 2024-03-31 346,749 $17,809,000 84,806
   Goss Wealth Management LLC 171 - 2024-03-31 273,876 $14,066,000 1,300
   RAYMOND JAMES & ASSOCIATES 1051 - 2024-03-31 235,996 $12,121,000 13,272
   WELLS FARGO & CO/MN 1463 - 2024-03-31 215,627 $11,075,000 -3,469
   SEGMENT WEALTH MANAGEMENT, LLC 58 - 2024-03-31 150,007 $7,704,000 666
   Jackson Wealth Management LLC 40 - 2023-12-31 80,379 $3,759,000 -1,926
   GTS SECURITIES LLC 228 *New 2024-03-31 65,502 $3,364,000 65,502
   COMMONWEALTH EQUITY SERVICES LLC. 1502 - 2024-03-31 56,778 $2,916,000 -383
   ROYAL BANK OF CANADA 2485 - 2024-03-31 40,588 $2,085,000 26,574
   JANE STREET GROUP LLC 2571 - 2024-03-31 29,635 $1,522,000 16,845
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1501 - 2024-03-31 26,906 $1,382,000 3,917
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1171 - 2024-03-31 22,315 $1,146,000 0
   JANNEY MONTGOMERY SCOTT LLC 1447 *New 2024-03-31 21,725 $1,116,000 21,725
   J P MORGAN CHASE & CO 3314 - 2024-03-31 21,278 $1,093,000 4,596
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2515 - 2024-03-31 20,150 $1,035,000 11,357
   One Capital Management LLC 180 - 2024-03-31 19,789 $1,016,000 -970
   Advisor Group Holdings Inc. 2512 - 2024-03-31 15,751 $809,000 8,099
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1082 - 2023-09-30 17,612 $754,000 2,510
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1101 - 2024-03-31 14,300 $734,000 -280
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 393 - 2024-03-31 13,100 $673,000 0
   Change Path LLC 559 *New 2024-03-31 10,166 $522,000 10,166
   MML INVESTORS SERVICES LLC 1784 - 2024-03-31 9,663 $496,000 -189
   Kraft Davis & Associates LLC 78 - 2024-03-31 9,241 $472,000 0
   Laidlaw Wealth Management LLC 111 - 2024-03-31 8,924 $458,000 1,593
   Smartleaf Asset Management LLC 234 - 2024-03-31 7,203 $338,000 5,804
   Baird Financial Group Inc. 1530 - 2024-03-31 6,158 $316,000 -212
   Atria Wealth Solutions Inc. 1638 - 2024-03-31 5,055 $260,000 20
   COMERICA BANK 2539 - 2024-03-31 1,929 $99,000 0
   PROEQUITIES INC. 994 - 2024-03-31 1,582 $81,000 0
   UBS Group AG 5162 - 2024-03-31 1,400 $72,000 0
   Capital Investment Advisory Services LLC 652 *New 2024-03-31 970 $50,000 970
   BANK OF AMERICA CORP /DE/ 5596 - 2024-03-31 582 $30,000 -328
   Iron Horse Wealth Management LLC 176 - 2024-03-31 191 $10,000 0
   Pinnacle Bank 667 *New 2024-03-31 168 $9,000 168
   Penserra Capital Management LLC 999 *New 2024-03-31 149 $7,000 149
   GOLDMAN SACHS GROUP INC/ 4769 *Closed 2024-03-31 0 $0 -36,695

  43 Records found
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