PRINCIPAL EXCHANGE TRADED FD (BTEC)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
19
Reporting holders
$2.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $712.8K | 19,556 | 0.00% | 5q | +163.8%+$442.6K |
| Raymond James Financial Services Advisors, Inc. | $411.8K | 11,297 | 0.00% | 17q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $377.6K | 10,360 | 0.00% | 8q | -19.4%-$91.1K |
| MORGAN STANLEY | $305.2K | 8,372 | 0.00% | 15q | -86.8%-$2.0M |
| PRINCIPAL SECURITIES, INC. | $239.2K | 6,563 | 0.01% | 3q | +6.1%+$13.9K |
| LPL Financial LLC | $225.0K | 6,174 | 0.00% | 15q | -0.9%-$2.2K |
| PSI Advisors, LLC | $178.9K | 4,908 | 0.06% | 15q | -5.6%-$10.6K |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | $126.3K | 3,465 | 0.01% | 17q | HELD |
| Capital Investment Advisory Services, LLC | $111.4K | 3,057 | 0.01% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $104.2K | 2,859 | 0.00% | 18q | +32.1%+$25.3K |
| Richard W. Paul & Associates, LLC | $37.8K | 1,037 | 0.01% | 7q | -9.8%-$4.1K |
| Royal Bank of Canada | $36.0K | 986 | 0.00% | 16q | -75.9%-$113.7K |
| UBS Group AG | $8.2K | 226 | 0.00% | new | NEW |
| Coppell Advisory Solutions LLC | $4.5K | 123 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $2.5K | 68 | 0.00% | 10q | HELD |
| Larson Financial Group LLC | $1.4K | 38 | 0.00% | 14q | HELD |
| CIBC Private Wealth Group, LLC | $406 | 11 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $109 | 3 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $30 | 1 | 0.00% | 6q | HELD |
| CWM, LLC | $6 | 165 | 0.00% | 21q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 19 | $2.9M | 79,104 | 2 | 3 | 6 | 0.0% |
| Q1 2024 | 19 | $31.5M | 827,041 | 2 | 4 | 8 | 0.0% |
| Q4 2023 | 22 | $35.2M | 968,012 | 1 | 3 | 10 | 0.0% |
| Q3 2023 | 21 | $30.1M | 1,000,489 | 1 | 4 | 8 | 0.0% |
| Q2 2023 | 23 | $36.9M | 1,026,044 | 3 | 4 | 8 | 0.0% |
| Q1 2023 | 19 | $32.9M | 990,914 | 1 | 4 | 10 | 0.0% |
| Q4 2022 | 24 | $36.7M | 1,088,904 | 2 | 4 | 9 | 0.0% |
| Q3 2022 | 27 | $39.3M | 1,144,700 | 3 | 4 | 10 | 0.0% |
| Q2 2022 | 23 | $34.3M | 1,059,602 | 1 | 5 | 10 | 0.0% |
| Q1 2022 | 31 | $45.5M | 1,145,105 | 3 | 10 | 10 | 0.0% |
| Q4 2021 | 31 | $60.8M | 1,284,156 | 6 | 11 | 8 | 0.0% |
| Q3 2021 | 29 | $94.5M | 1,728,769 | 3 | 14 | 8 | 0.0% |
| Q2 2021 | 32 | $111.7M | 1,836,983 | 6 | 15 | 4 | 0.0% |
| Q1 2021 | 31 | $107.4M | 1,858,860 | 10 | 12 | 5 | 0.0% |
| Q4 2020 | 23 | $110.2M | 1,879,427 | 11 | 8 | 1 | 0.0% |
| Q3 2020 | 12 | $75.7M | 1,598,892 | 4 | 5 | 1 | 0.0% |
| Q2 2020 | 15 | $67.7M | 1,526,006 | 9 | 3 | 2 | 0.0% |
| Q1 2020 | 9 | $43.0M | 1,365,460 | 3 | 2 | 2 | 0.0% |
| Q4 2019 | 8 | $54.6M | 1,416,052 | 0 | 1 | 4 | 0.0% |
| Q3 2019 | 8 | $44.7M | 1,464,591 | 1 | 1 | 3 | 0.0% |
| Q2 2019 | 9 | $50.6M | 1,466,556 | 3 | 1 | 1 | 0.0% |
| Q1 2019 | 7 | $51.1M | 1,469,274 | 4 | 2 | 0 | 0.0% |
| Q4 2018 | 3 | $39.4M | 1,418,876 | 0 | 0 | 0 | 0.0% |