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Get Institutions for : 
Principal Us Small-cap Multi-factor Index Etf (PSC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    3
Total shares held : 
 10,004,613  
% of shares held : 
 11.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 3,234,683  
% of shares held change : 
   3.59%  
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 :
5
 302,266
 3.02%
 
Increased Positions :
4
 3,004,911
 30.04%
 
Unchanged Positions :
4
 208,068
 2.08%
 
Decreased Positions :
4
-58,034
-0.58%
 
Closed Positions :
2
-14,460
-0.14%
 
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 87 - 2023-12-31 9,201,742 $422,733,000 2,947,405
   PRINCIPAL SECURITIES INC. 61 - 2023-12-31 206,416 $9,489,000 0
   ENVESTNET ASSET MANAGEMENT INC 1530 *New 2023-12-31 188,987 $8,688,000 188,987
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 655 - 2024-03-31 101,741 $5,044,000 5,722
   LPL FINANCIAL CORP 1734 - 2023-12-31 98,652 $4,535,000 50,506
   WELLS FARGO & CO/MN 2139 - 2023-12-31 75,893 $3,489,000 -4,950
   MORGAN STANLEY 4291 - 2023-12-31 51,799 $2,381,000 6,121
   Mutual Advisors LLC 304 - 2023-12-31 37,112 $1,706,000 -7,140
   ROYAL BANK OF CANADA 2917 - 2023-12-31 27,654 $1,271,000 -391
   RAYMOND JAMES & ASSOCIATES 2960 - 2024-03-31 11,308 $561,000 3,802
   JANE STREET GROUP LLC 4060 *New 2023-12-31 9,593 $441,000 9,593
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2735 *New 2024-03-31 5,640 $280,000 5,640
   UBS Group AG 5162 - 2023-12-31 1,373 $63,000 879
   Smartleaf Asset Management LLC 542 - 2023-12-31 1,046 $49,000 0
   Global Retirement Partners LLC 1619 - 2024-03-31 606 $30,000 0
   BANK OF AMERICA CORP /DE/ 5805 *New 2023-12-31 161 $7,000 161
   Advisor Group Holdings Inc. 6148 - 2023-12-31 54 $3,000 -45,553
   PROEQUITIES INC. 6431 - 2023-12-31 0 $0 0
   Belpointe Asset Management LLC 760 *Closed 2023-12-31 0 $0 -14,377
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1970 *Closed 2023-12-31 0 $0 -83
  20 Records found
  1    
  Page 1 of 1
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