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Get Institutions for : 
Principal Investment Grade Corporate Active Etf (IG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    0
Total shares held : 
 3,883,861  
% of shares held : 
 4.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 154,330  
% of shares held change : 
   0.17%  
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
 46,309
 1.19%
 
Increased Positions :
7
 302,353
 7.78%
 
Unchanged Positions :
3
 1,522,414
 39.2%
 
Decreased Positions :
10
-162,026
-4.17%
 
Closed Positions :
1
-32,306
-0.83%
 
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
   ENVESTNET ASSET MANAGEMENT INC 804 - 2023-12-31 1,512,488 $31,746,000 241,247
   PRINCIPAL SECURITIES INC. 11 - 2023-12-31 1,510,652 $31,707,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 728 - 2024-03-31 563,093 $11,634,000 142,029
   Western Wealth Management LLC 78 - 2023-12-31 188,973 $3,966,000 40,749
   Insight Wealth Partners LLC 22 - 2023-12-31 65,884 $1,383,000 9,668
   ROYAL BANK OF CANADA 3107 *New 2023-12-31 46,309 $972,000 46,309
   JANE STREET GROUP LLC 3903 - 2023-12-31 24,315 $510,000 -131,688
   CITADEL ADVISORS LLC 3779 - 2023-12-31 19,637 $412,000 -3,941
   LVZ Advisors Inc. 86 - 2024-03-31 17,376 $359,000 -4,820
   LPL FINANCIAL CORP 3892 - 2023-12-31 16,790 $352,000 -1,776
   COMMONWEALTH EQUITY SERVICES LLC. 3080 - 2023-12-31 14,604 $307,000 -2,453
   Atria Wealth Solutions Inc. 1598 - 2023-12-31 12,075 $254,000 -3,825
   CALLAN CAPITAL, LLC 191 - 2023-12-31 11,762 $247,000 0
   BANK OF AMERICA CORP /DE/ 4929 - 2023-12-31 11,091 $233,000 -2,140
   Sound Income Strategies LLC 414 - 2024-03-31 2,488 $51,000 -89
   Advisor Group Holdings Inc. 5054 - 2023-12-31 1,722 $36,000 -1,612
   Capital Investment Advisory Services LLC 716 *New 2024-03-31 1,455 $30,000 1,455
   MORGAN STANLEY 6203 - 2023-12-31 1,018 $21,000 -4,997
   UBS Group AG 5910 - 2023-12-31 702 $15,000 683
   WELLS FARGO & CO/MN 6263 - 2023-12-31 1 $0 1
   FMR LLC 5024 - 2023-12-31 1 $0 1
   PROEQUITIES INC. 6575 - 2023-12-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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