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Get Institutions for : 
Principal Shareholder Yield Index (PY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    2
Total shares held : 
 1,664,825  
% of shares held : 
 37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 455,827  
% of shares held change : 
   10.13%  
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 :
2
 238,359
 14.32%
 
Increased Positions :
5
 278,412
 16.72%
 
Unchanged Positions :
3
 611,683
 36.74%
 
Decreased Positions :
3
-60,944
-3.66%
 
Closed Positions :
0
0
0%
 
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. 14 - 2023-12-31 611,342 $26,516,000 0
   ENVESTNET ASSET MANAGEMENT INC 904 - 2023-12-31 593,834 $25,757,000 253,364
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 260,919 $12,230,000 22,568
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 608 - 2024-03-31 130,729 $6,127,000 -25,142
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2951 - 2023-12-31 20,479 $888,000 20,479
   GTS SECURITIES LLC 706 - 2023-12-31 17,869 $775,000 2,008
   LPL FINANCIAL CORP 3476 - 2023-12-31 13,659 $592,000 -2,164
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2734 - 2024-03-31 5,971 $280,000 -6,817
   Smartleaf Asset Management LLC - 2024-03-31 3,600 $157,000 3,259
   UBS Group AG 6054 - 2023-12-31 249 $11,000 249
   Advisor Group Holdings Inc. 6276 - 2023-12-31 34 $2,000 -221
   MORGAN STANLEY 7348 *New 2023-12-31 8 $0 8
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
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