Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / PRNC INVT GRAD
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
4.56M
-
Shares change
-
+108K
-
Total reported value, excl. options
-
$93.3M
-
Value change
-
+$2.2M
-
Number of buys
-
9
-
Number of sells
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-10
-
Price
-
$20.46
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q2 2024
24 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q2 2024.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.56M shares
.
Largest 10 shareholders include PRINCIPAL SECURITIES, INC. (1.9M shares), ENVESTNET ASSET MANAGEMENT INC (1.85M shares), Raymond James Financial Services Advisors, Inc. (553K shares), Insight Wealth Partners, LLC (87K shares), Royal Bank of Canada (50.6K shares), JANE STREET GROUP, LLC (22K shares), LVZ, Inc. (16.6K shares), BANK OF AMERICA CORP /DE/ (14.2K shares), Callan Capital, LLC (11.8K shares), and COMMONWEALTH EQUITY SERVICES, LLC (11.5K 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.