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Get Institutions for : 
Principal Us Mega Cap Multi Factor Index (USMC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
 44,466,260  
% of shares held : 
 91.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 758,038  
% of shares held change : 
   1.56%  
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 :
8
 430,606
 0.97%
 
Increased Positions :
15
 2,899,655
 6.52%
 
Unchanged Positions :
11
 824,048
 1.85%
 
Decreased Positions :
11
-2,547,368
-5.73%
 
Closed Positions :
5
-24,855
-0.06%
 
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 12 - 2024-03-31 35,101,992 $1,804,292,000 -2,464,559
   PRINCIPAL SECURITIES INC. 1 - 2024-03-31 3,781,033 $194,194,000 2,104,211
   ENVESTNET ASSET MANAGEMENT INC 468 - 2023-12-31 1,640,739 $76,721,000 165,820
   LPL FINANCIAL CORP 836 - 2024-03-31 492,865 $25,314,000 26,616
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 466 - 2024-03-31 431,853 $22,180,000 88,479
   Legacy CG LLC 1 - 2024-03-31 362,439 $18,615,000 32,978
   OBrien Wealth Partners LLC 7 *New 2024-03-31 351,527 $18,054,000 351,527
   Goss Wealth Management LLC 171 - 2023-12-31 272,576 $12,958,000 -1,958
   MORGAN STANLEY 3130 - 2023-12-31 261,943 $12,248,000 195,555
   RAYMOND JAMES & ASSOCIATES 1051 - 2024-03-31 235,996 $12,121,000 13,272
   WELLS FARGO & CO/MN 1463 - 2024-03-31 215,627 $11,075,000 -3,469
   SEGMENT WEALTH MANAGEMENT, LLC 58 - 2024-03-31 150,007 $7,704,000 666
   Jackson Wealth Management LLC 40 - 2023-12-31 80,379 $3,759,000 -1,926
   COMMONWEALTH EQUITY SERVICES LLC. 1502 - 2024-03-31 56,778 $2,916,000 -383
   GOLDMAN SACHS GROUP INC/ 3225 *New 2023-12-31 36,695 $1,716,000 36,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1501 - 2024-03-31 26,906 $1,382,000 3,917
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1171 - 2024-03-31 22,315 $1,146,000 0
   JANNEY MONTGOMERY SCOTT LLC 1447 *New 2024-03-31 21,725 $1,116,000 21,725
   J P MORGAN CHASE & CO 3314 - 2024-03-31 21,278 $1,093,000 4,596
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2515 - 2024-03-31 20,150 $1,035,000 11,357
   One Capital Management LLC 180 - 2024-03-31 19,789 $1,016,000 -970
   Advisor Group Holdings Inc. 2512 - 2024-03-31 15,751 $809,000 8,099
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1082 - 2023-09-30 17,612 $754,000 2,510
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1090 - 2023-12-31 14,580 $682,000 -225
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 393 - 2024-03-31 13,100 $673,000 0
   ROYAL BANK OF CANADA 3427 - 2023-12-31 14,014 $655,000 13,955
   JANE STREET GROUP LLC 3745 - 2023-12-31 12,790 $598,000 -21,078
   MML INVESTORS SERVICES LLC 1794 - 2023-12-31 9,852 $461,000 9,852
   Kraft Davis & Associates LLC 76 - 2023-12-31 9,241 $446,000 -2,732
   Laidlaw Wealth Management LLC 170 - 2023-12-31 7,331 $343,000 56
   Smartleaf Asset Management LLC 234 - 2024-03-31 7,203 $338,000 5,804
   Baird Financial Group Inc. 1516 - 2023-12-31 6,370 $298,000 -51
   Atria Wealth Solutions Inc. 1651 - 2023-12-31 5,035 $236,000 53
   COMERICA BANK 2521 *New 2023-12-31 1,929 $90,000 1,929
   PROEQUITIES INC. 994 - 2024-03-31 1,582 $81,000 0
   UBS Group AG 5145 - 2023-12-31 1,400 $65,000 0
   Capital Investment Advisory Services LLC 652 *New 2024-03-31 970 $50,000 970
   BANK OF AMERICA CORP /DE/ 5533 *New 2023-12-31 910 $43,000 910
   Iron Horse Wealth Management LLC 176 - 2024-03-31 191 $10,000 0
   Pinnacle Bank 667 *New 2024-03-31 168 $9,000 168
   MARSHALL WACE LLP 1800 *Closed 2023-12-31 0 $0 -5,632
   CITADEL ADVISORS LLC 5965 *Closed 2023-12-31 0 $0 -10,923
   FMR LLC 5261 *Closed 2023-12-31 0 $0 -30
  43 Records found
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