# PRINCIPAL EXCHANGE TRADED FD (BTEC)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/BTEC/

- Reporting holders: 20
- Reported value: $2.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $712.8K | 19,556 | 0.0% | 5 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $411.8K | 11,297 | 0.0% | 17 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $377.6K | 10,360 | 0.0% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $305.2K | 8,372 | 0.0% | 15 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $239.2K | 6,563 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $225.0K | 6,174 | 0.0% | 15 |
| [PSI Advisors, LLC](https://holderbook.com/funds/1779040-psi-advisors-llc/) | $178.9K | 4,908 | 0.1% | 15 |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://holderbook.com/funds/752798-concourse-financial-group-securities-inc/) | $126.3K | 3,465 | 0.0% | 17 |
| [Capital Investment Advisory Services, LLC](https://holderbook.com/funds/1659203-capital-investment-advisory-services-llc/) | $111.4K | 3,057 | 0.0% | 14 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $104.2K | 2,859 | 0.0% | 18 |
| [Richard W. Paul & Associates, LLC](https://holderbook.com/funds/1964203-richard-w-paul-associates-llc/) | $37.8K | 1,037 | 0.0% | 7 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $36.0K | 986 | 0.0% | 16 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $8.2K | 226 | 0.0% | 1 |
| [CWM, LLC](https://holderbook.com/funds/1535847-cwm-llc/) | $6.0K | 165 | 0.0% | 21 |
| [Coppell Advisory Solutions LLC](https://holderbook.com/funds/1848433-coppell-advisory-solutions-llc/) | $4.5K | 123 | 0.0% | 4 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $2.5K | 68 | 0.0% | 10 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $1.4K | 38 | 0.0% | 14 |
| [CIBC Private Wealth Group, LLC](https://holderbook.com/funds/1298088-cibc-private-wealth-group-llc/) | $406 | 11 | 0.0% | 2 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $109 | 3 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $30 | 1 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 20 | $2.9M |
| Q1 2024 | 21 | $31.5M |
| Q4 2023 | 24 | $35.2M |
| Q3 2023 | 23 | $30.6M |
| Q2 2023 | 26 | $37.5M |
| Q1 2023 | 22 | $33.5M |
| Q4 2022 | 27 | $37.2M |
| Q3 2022 | 27 | $39.3M |
| Q2 2022 | 23 | $34.3M |
| Q1 2022 | 31 | $45.5M |
| Q4 2021 | 31 | $60.8M |
| Q3 2021 | 29 | $94.5M |