Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / PRNC INVT GRAD
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Number of holders
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14
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Total 13F shares, excl. options
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1.59M
-
Shares change
-
+592K
-
Total reported value, excl. options
-
$33.3M
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Value change
-
+$12.4M
-
Number of buys
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9
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Number of sells
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-4
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Price
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$20.99
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q1 2023
15 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q1 2023.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (892K shares), Cerity Partners LLC (196K shares), JANE STREET GROUP, LLC (163K shares), BANK OF AMERICA CORP /DE/ (107K shares), Western Wealth Management, LLC (94.3K shares), Insight Wealth Partners, LLC (40.7K shares), Claro Advisors LLC (34.1K shares), LPL Financial LLC (22.7K shares), Atria Wealth Solutions, Inc. (18.9K shares), and Callan Capital, LLC (11.8K shares).
This table shows the top 14 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.