IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Principal Exchange Traded FD

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citadel Advisors LLC
INCREASED
Shares19,556 from 7,413
Change+12,143 (+164%)
Value$712.8K (+$431.0K)
Filed 2024-08-14
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares11,297 from 11,282
Change+15 (+0%)
Value$411.8K (-$17.2K)
Filed 2024-07-19
Susquehanna International Group, LLP
DECREASED
Shares10,360 from 12,860
Change-2,500 (-19%)
Value$377.6K (-$111.3K)
Filed 2024-08-15
Morgan Stanley
DECREASED
Shares8,372 from 21,196
Change-12,824 (-60%)
Value$305.2K (-$500.7K)
Filed 2025-05-14
Principal Securities, Inc.
INCREASED
Shares6,563 from 6,183
Change+380 (+6%)
Value$239.2K (+$4.1K)
Filed 2024-07-31
LPL Financial LLC
DECREASED
Shares6,174 from 6,233
Change-59 (-1%)
Value$225.0K (-$11.9K)
Filed 2024-08-07
PSI Advisors, LLC
DECREASED
Shares4,908 from 5,199
Change-291 (-6%)
Value$178.9K (-$18.8K)
Filed 2024-07-23
Proequities, Inc.
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$126.3K (-$5.4K)
Filed 2024-07-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,057 from 3,057
Change0 (0%)
Value$111.4K (-$4.8K)
Filed 2024-08-14
Osaic Holdings, Inc.
INCREASED
Shares2,859 from 2,165
Change+694 (+32%)
Value$104.2K (+$21.9K)
Filed 2024-08-13
Richard W. Paul & Associates, LLC
DECREASED
Shares1,037 from 1,150
Change-113 (-10%)
Value$37.8K (-$5.9K)
Filed 2024-07-23
Royal Bank of Canada
DECREASED
Shares986 from 4,099
Change-3,113 (-76%)
Value$36.0K (-$120.0K)
Filed 2024-11-06
UBS Group AG
NEW
Shares226
Change+226
Value$8.2K
Filed 2024-08-14
CWM, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$6 ($0)
Filed 2024-07-10
Coppell Advisory Solutions LLC
NEW
Shares123
Change+123
Value$4.5K
Filed 2024-08-15
Global Retirement Partners, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.5K (-$106)
Filed 2024-07-23
Larson Financial Group LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.4K (-$60)
Filed 2024-08-02
Atlantic Trust Group, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$406 (-$9)
Filed 2024-08-09
Tower Research Capital LLC (TRC)
NEW
Shares3
Change+3
Value$109
Filed 2024-08-13
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (-$2)
Filed 2024-08-13
Principal Financial Group Inc
CLOSED
Shares0 from 700,000
Change-700,000 (-100%)
Value$0 (-$26.7M)
Filed 2024-07-29
Valley National Advisers Inc
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$7)
Filed 2024-07-18
Macroview Investment Management LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$2.8K)
Filed 2024-07-23
Status
Citadel Advisors LLC
INCREASED19,5567,413+12,143+164%$281.8K$712.8K+$431.0K2024-08-14
Raymond James Financial Services Advisors, Inc.
INCREASED11,29711,282+15+0%$428.9K$411.8K-$17.2K2024-07-19
Susquehanna International Group, LLP
DECREASED10,36012,860-2,500-19%$488.9K$377.6K-$111.3K2024-08-15
Morgan Stanley
DECREASED8,37221,196-12,824-60%$805.9K$305.2K-$500.7K2025-05-14
Principal Securities, Inc.
INCREASED6,5636,183+380+6%$235.1K$239.2K+$4.1K2024-07-31
LPL Financial LLC
DECREASED6,1746,233-59-1%$237.0K$225.0K-$11.9K2024-08-07
PSI Advisors, LLC
DECREASED4,9085,199-291-6%$197.7K$178.9K-$18.8K2024-07-23
Proequities, Inc.
UNCHANGED3,4653,46500%$131.7K$126.3K-$5.4K2024-07-23
Capital Investment Advisory Services, LLC
UNCHANGED3,0573,05700%$116.2K$111.4K-$4.8K2024-08-14
Osaic Holdings, Inc.
INCREASED2,8592,165+694+32%$82.3K$104.2K+$21.9K2024-08-13
Richard W. Paul & Associates, LLC
DECREASED1,0371,150-113-10%$43.7K$37.8K-$5.9K2024-07-23
Royal Bank of Canada
DECREASED9864,099-3,113-76%$156.0K$36.0K-$120.0K2024-11-06
UBS Group AG
NEW226—+226——$8.2K—2024-08-14
CWM, LLC
UNCHANGED16516500%$6$6$02024-07-10
Coppell Advisory Solutions LLC
NEW123—+123——$4.5K—2024-08-15
Global Retirement Partners, LLC
UNCHANGED686800%$2.6K$2.5K-$1062024-07-23
Larson Financial Group LLC
UNCHANGED383800%$1.4K$1.4K-$602024-08-02
Atlantic Trust Group, LLC
UNCHANGED111100%$415$406-$92024-08-09
Tower Research Capital LLC (TRC)
NEW3—+3——$109—2024-08-13
Wells Fargo & Company
UNCHANGED1100%$32$30-$22024-08-13
Principal Financial Group Inc
CLOSED0700,000-700,000-100%$26.7M$0-$26.7M2024-07-29
Valley National Advisers Inc
CLOSED0187-187-100%$7$0-$72024-07-18
Macroview Investment Management LLC
CLOSED073-73-100%$2.8K$0-$2.8K2024-07-23
Showing 23 of 23 institutions