Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PRNC INVT GRAD
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
3.88M
-
Shares change
-
+159K
-
Total reported value, excl. options
-
$81.5M
-
Value change
-
+$3.39M
-
Number of buys
-
7
-
Number of sells
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-10
-
Price
-
$20.99
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q4 2023
20 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q4 2023.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.88M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.51M shares), PRINCIPAL SECURITIES, INC. (1.51M shares), Raymond James Financial Services Advisors, Inc. (421K shares), Western Wealth Management, LLC (189K shares), Insight Wealth Partners, LLC (65.9K shares), ROYAL BANK OF CANADA (46.3K shares), JANE STREET GROUP, LLC (24.3K shares), LVZ, Inc. (22.2K shares), CITADEL ADVISORS LLC (19.6K shares), and LPL Financial LLC (16.8K shares).
This table shows the top 19 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.