Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / PRNC INVT GRAD
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Number of holders
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17
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Total 13F shares, excl. options
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2.22M
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Shares change
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+236K
-
Total reported value, excl. options
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$43.7M
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Value change
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+$4.64M
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Number of buys
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8
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Number of sells
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-9
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Price
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$19.68
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q3 2023
18 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q3 2023.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.22M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.27M shares), Raymond James Financial Services Advisors, Inc. (411K shares), JANE STREET GROUP, LLC (156K shares), Western Wealth Management, LLC (148K shares), Insight Wealth Partners, LLC (56.2K shares), Claro Advisors LLC (32.3K shares), LVZ, Inc. (31.2K shares), CITADEL ADVISORS LLC (23.6K shares), LPL Financial LLC (18.6K shares), and COMMONWEALTH EQUITY SERVICES, LLC (17.1K shares).
This table shows the top 17 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.