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Get Institutions for : 
Principal Price Setters Index Etf (PSET)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    0
Total shares held : 
 675,968  
% of shares held : 
 0.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -34,933  
% of shares held change : 
   -0.04%  
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 :
4
 23,809
 3.52%
 
Increased Positions :
6
 103,965
 15.38%
 
Unchanged Positions :
3
 204,772
 30.29%
 
Decreased Positions :
3
-93,221
-13.79%
 
Closed Positions :
4
-69,486
-10.28%
 
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 SECURITIES INC. 39 - 2024-03-31 220,736 $14,970,000 16,358
   ENVESTNET ASSET MANAGEMENT INC 1305 - 2024-03-31 209,541 $14,211,000 13,054
   Cetera Investment Advisers 575 *New 2024-03-31 186,920 $12,677,000 186,920
   MULTIFINANCIAL SECURITIES CORP 193 - 2024-03-31 185,590 $12,587,000 -200
   LPL FINANCIAL CORP 2107 - 2024-03-31 47,422 $3,216,000 34,727
   Advisor Group Holdings Inc. 1530 - 2024-03-31 36,693 $2,489,000 -1,254
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3808 - 2024-03-31 5,385 $365,000 -3,494
   COMMONWEALTH EQUITY SERVICES LLC. 3120 - 2024-03-31 4,987 $338,000 -349
   RAYMOND JAMES & ASSOCIATES 3308 - 2024-03-31 4,583 $311,000 300
   Koshinski Asset Management Inc. 462 - 2024-03-31 3,830 $260,000 -3,130
   MORGAN STANLEY 5543 - 2024-03-31 2,907 $197,000 2,214
   Global Retirement Partners LLC 1163 - 2024-03-31 1,181 $80,000 -20
   Smartleaf Asset Management LLC 641 - 2024-03-31 557 $34,000 163
   Spire Wealth Management 1550 *New 2024-03-31 261 $18,000 261
   PROEQUITIES INC. 3773 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6152 *Closed 2024-03-31 0 $0 -10,646
   WELLS FARGO & CO/MN 6487 - 2024-03-31 1 $0 0
   TOWER RESEARCH CAPITAL LLC 6189 *Closed 2024-03-31 0 $0 -278
  18 Records found
  1    
  Page 1 of 1
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