Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / PRNC INVT GRAD
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Number of holders
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18
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Total 13F shares, excl. options
-
5.44M
-
Shares change
-
-29.8K
-
Total reported value, excl. options
-
$112M
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Value change
-
-$528K
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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
-
$20.67
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q1 2025
23 filings reported holding IG - PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD as of Q1 2025.
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.44M shares
.
Largest 10 shareholders include PRINCIPAL SECURITIES, INC. (2.14M shares), ENVESTNET ASSET MANAGEMENT INC (2.09M shares), RAYMOND JAMES FINANCIAL INC (776K shares), Insight Wealth Partners, LLC (173K shares), ROYAL BANK OF CANADA (57.4K shares), PRINCIPAL FINANCIAL GROUP INC (47.1K shares), LPL Financial LLC (41.1K shares), GOLDMAN SACHS GROUP INC (40.1K shares), Mariner, LLC (31.5K shares), and BANK OF AMERICA CORP /DE/ (25.6K shares).
This table shows the top 18 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.