Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
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Shares outstanding
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14.8M
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Number of holders
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22
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Total 13F shares, excl. options
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4.55M
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Shares change
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+41.2K
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Total reported value, excl. options
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$82.1M
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Value change
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+$623K
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Number of buys
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14
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Number of sells
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-8
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Price
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$18.05
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q3 2023
25 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q3 2023.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.55M shares
of 14.8M outstanding shares and own 30.73% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.2M shares), Cyndeo Wealth Partners, LLC (803K shares), Systelligence, LLC (535K shares), Ameritas Investment Partners, Inc. (461K shares), JANE STREET GROUP, LLC (208K shares), BANK OF MONTREAL /CAN/ (58.1K shares), Janney Montgomery Scott LLC (57K shares), ENVESTNET ASSET MANAGEMENT INC (48K shares), LPL Financial LLC (41.3K shares), and Orion Portfolio Solutions, LLC (33.5K shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.