| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| JANE STREET GROUP, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
| WELLS FARGO & COMPANY/MN | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
| Sound Income Strategies, LLC | 13 | 13 | 0.01% | 0.11% | 0.32% | Q3 2020 | Q3 2023 | 13 |
| OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
| LPL Financial LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
| ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
| BANK OF AMERICA CORP /DE/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
| Insight Wealth Partners, LLC | 7 | 7 | 0.19% | 0.42% | 0.81% | Q1 2022 | Q3 2023 | 7 |
| TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
| Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
| PALLADIUM PARTNERS LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
| Callan Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.04% | 0.20% | 0.27% | Q4 2021 | Q3 2022 | 4 |
| Cerity Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
| Claro Advisors LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
| Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Western Wealth Management, LLC | 3 | 3 | 0.18% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
| Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Oxinas Partners Wealth Management LLC | 2 | 2 | 0.17% | 1.98% | 3.80% | Q1 2022 | Q2 2022 | 2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| LVZ, Inc. | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
| Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
| Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
| LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own PRINCIPAL EXCHANGE-TRADED FD or have owned PRINCIPAL EXCHANGE-TRADED FD in the past.