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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

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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
   Goss Wealth Management LLC 171 - 2023-12-31 272,576 $12,958,000 -1,958
   WELLS FARGO & CO/MN 1463 - 2024-03-31 215,627 $11,075,000 -3,469
   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
   One Capital Management LLC 180 - 2024-03-31 19,789 $1,016,000 -970
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1090 - 2023-12-31 14,580 $682,000 -225
   JANE STREET GROUP LLC 3745 - 2023-12-31 12,790 $598,000 -21,078
   Kraft Davis & Associates LLC 76 - 2023-12-31 9,241 $446,000 -2,732
   Baird Financial Group Inc. 1516 - 2023-12-31 6,370 $298,000 -51

  10 Records found
  1    
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