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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. 40 - 2023-12-31 204,378 $12,520,000 0
   ENVESTNET ASSET MANAGEMENT INC 1318 - 2023-12-31 196,487 $12,037,000 -57,507
   MULTIFINANCIAL SECURITIES CORP 136 - 2023-12-31 185,790 $11,381,000 99,795
   Advisor Group Holdings Inc. 1745 - 2023-12-31 37,947 $2,325,000 -35,658
   LPL FINANCIAL CORP 3228 - 2023-12-31 12,695 $778,000 1,019
   CITADEL ADVISORS LLC 3332 *New 2023-12-31 10,646 $652,000 10,646
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3646 *New 2023-12-31 8,879 $544,000 8,879
   Koshinski Asset Management Inc. 304 - 2023-12-31 6,960 $426,000 3,015
   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
   Global Retirement Partners LLC 1163 - 2024-03-31 1,181 $80,000 -20
   MORGAN STANLEY 5998 - 2023-12-31 693 $43,000 39
   Smartleaf Asset Management LLC - 2024-03-31 557 $34,000 163
   Spire Wealth Management 1550 *New 2024-03-31 261 $18,000 261
   TOWER RESEARCH CAPITAL LLC 3764 - 2023-12-31 278 $17,000 92
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6715 *New 2023-12-31 1 $0 1
   GOLDMAN SACHS GROUP INC/ 4788 *Closed 2023-12-31 0 $0 -21,026
   UBS Group AG 8434 *Closed 2023-12-31 0 $0 -83
  19 Records found
  1    
  Page 1 of 1
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