Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / PRNC INVT GRAD
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
937K
-
Shares change
-
-2.34M
-
Total reported value, excl. options
-
$19.2M
-
Value change
-
-$47.9M
-
Number of buys
-
9
-
Number of sells
-
-4
-
Price
-
$20.42
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q4 2022
13 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q4 2022.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 937K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (653K shares), Cerity Partners LLC (136K shares), BANK OF AMERICA CORP /DE/ (47.5K shares), Insight Wealth Partners, LLC (33.4K shares), Stratos Wealth Advisors, LLC (24.5K shares), LPL Financial LLC (22.7K shares), Callan Capital, LLC (11.8K shares), Sound Income Strategies, LLC (3.84K shares), Belpointe Asset Management LLC (2.85K shares), and ADVISOR GROUP HOLDINGS, INC. (1.82K shares).
This table shows the top 10 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.