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Get Institutions for : 
Principal Healthcare Innovators Index (BTEC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    0
Total shares held : 
947,827  
% of shares held : 
6.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-74,980  
% of shares held change : 
  -0.5%  
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 :
1
 386
 0.04%
 
Increased Positions :
3
 11,758
 1.24%
 
Unchanged Positions :
9
 853,444
 90.04%
 
Decreased Positions :
11
-86,770
-9.15%
 
Closed Positions :
1
-354
-0.04%
 
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 742 - 2024-03-31 700,000 $26,698,000 -146,500
   MORGAN STANLEY 4916 - 2024-03-31 21,196 $806,000 543
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3461 - 2024-03-31 12,860 $489,000 -8,354
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2598 - 2024-03-31 11,282 $429,000 2,008
   CITADEL ADVISORS LLC 4260 - 2024-03-31 7,413 $282,000 -41
   LPL FINANCIAL CORP 4278 - 2024-03-31 6,233 $237,000 -608
   PRINCIPAL SECURITIES INC. 944 - 2024-03-31 6,183 $235,000 -149
   PSI Advisors LLC 128 - 2024-03-31 5,199 $198,000 0
   ROYAL BANK OF CANADA 4324 - 2024-03-31 4,099 $156,000 662
   PROEQUITIES INC. 820 - 2024-03-31 3,465 $132,000 200
   Capital Investment Advisory Services LLC 542 - 2024-03-31 3,057 $116,000 0
   Advisor Group Holdings Inc. 4340 - 2024-03-31 2,165 $82,000 -372
   Richard W. Paul & Associates LLC 222 - 2024-03-31 1,150 $44,000 -250
   VALLEY NATIONAL ADVISERS INC 708 - 2024-03-31 187 $7,000 -116
   BANK OF AMERICA CORP /DE/ 5871 *New 2024-03-31 156 $6,000 156
   CWM LLC 3568 - 2024-03-31 165 $6,000 0
   Coppell Advisory Solutions LLC 1147 - 2023-12-31 123 $4,000 0
   Global Retirement Partners LLC 2609 - 2024-03-31 68 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 504 - 2024-03-31 73 $3,000 -94
   Larson Financial Group LLC 1490 - 2024-03-31 38 $1,000 0
   WELLS FARGO & CO/MN 5804 - 2024-03-31 1 $0 0
   Atlantic Trust Group LLC 2935 *New 2024-03-31 11 $0 11
   UBS Group AG 7784 *Closed 2024-03-31 0 $0 -1,088
   TOWER RESEARCH CAPITAL LLC 5976 *Closed 2024-03-31 0 $0 -50
   UMB BANK N A/MO 2186 *Closed 2024-03-31 0 $0 -386
   Elevated Capital Advisors LLC 177 *Closed 2024-03-31 0 $0 -8,275

  26 Records found
  1    
  Page 1 of 1
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