PRINCIPAL EXCHANGE-TRADED FD shareholder history

Current and past PRINCIPAL EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 23230.00%0.00%0.00%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
PRINCIPAL FINANCIAL GROUP INC 2010.00%0.34%0.95%Q4 2017Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q1 2018Q1 202321
ENVESTNET ASSET MANAGEMENT INC 21210.01%0.03%0.08%Q3 2018Q3 202321
LPL Financial LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19190.00%0.00%0.00%Q1 2019Q3 202319
ROYAL BANK OF CANADA 1810.00%0.00%0.00%Q4 2018Q3 202319
MORGAN STANLEY 1810.00%0.00%0.00%Q3 2018Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q2 2018Q3 202319
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NewEdge Advisors, LLC 15150.08%0.13%0.17%Q1 2020Q3 202315
Citadel Advisors 410.00%0.00%0.00%Q1 2018Q3 202314
Segment Wealth Management, LLC 14140.66%0.70%0.77%Q2 2020Q3 202314
SHEETS SMITH WEALTH MANAGEMENT 13130.19%0.33%0.50%Q1 2020Q1 202313
Baird Financial Group, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 840.00%0.00%0.01%Q1 2020Q3 202312
Cornerstone Wealth Management, LLC 11110.20%0.29%0.41%Q4 2018Q2 202111
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2018Q1 202311
AMERIPRISE FINANCIAL INC 10100.00%0.00%0.00%Q1 2020Q2 202210
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Golden State Wealth Management, LLC 990.62%1.05%1.40%Q1 2020Q1 20229
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2018Q3 20235
SeaCrest Wealth Management, LLC 410.01%0.08%0.12%Q3 2019Q2 20225
BlackRock Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Pinnacle Bancorp, Inc. 440.00%0.00%0.00%Q4 2018Q3 20194
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q1 2022Q4 20224
Horizon Investments, LLC 310.00%0.90%1.74%Q2 2021Q2 20234
RAYMOND JAMES & ASSOCIATES 310.00%0.00%0.01%Q4 2018Q3 20234
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2018Q4 20213
Kraft, Davis & Associates, LLC 210.18%0.20%0.22%Q4 2022Q3 20233
Mutual Advisors, LLC 330.04%0.05%0.06%Q2 2019Q4 20193
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q3 2022Q1 20233
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q1 2022Q3 20233
CITIGROUP INC 210.00%0.00%0.00%Q3 2019Q2 20213
Jackson Wealth Management, LLC 330.31%0.77%1.51%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.00%0.07%0.18%Q1 2021Q1 20223
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Brooklyn FI, LLC 110.19%0.19%0.19%Q4 2021Q1 20232
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
One Capital Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
Raymond James Financial Services Advisors, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2019Q2 20191
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2021Q2 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Legacy Capital Group California, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Laidlaw Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CORNERCAP INVESTMENT COUNSEL INC 110.19%0.19%0.19%Q1 2022Q1 20221
CWM, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q1 2018Q1 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BENEDICT FINANCIAL ADVISORS INC 110.08%0.08%0.08%Q4 2020Q4 20201
Fulcrum Equity Management 111.04%1.04%1.04%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MML INVESTORS SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
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.