Principal Financial GroupPFG

13F holders, Q1 2024 (March 31)
763holders
8famous investors
$86.21avg. 13F price*

At the end of Q1 2024, 763 institutions reported holding Principal Financial Group (PFG) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock Inc. ($1.7B) and Nippon Life Insurance Co. ($1.6B). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Principal Financial Group
Sector
Finance
CUSIP
74251V102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 763Q1 2024Q2 2024: 795Q2 2024Q3 2024: 785Q3 2024Q4 2024: 785Q4 2024Q1 2025: 841Q1 2025Q2 2025: 814Q2 2025Q3 2025: 829Q3 2025Q4 2025: 893Q4 2025Q1 2026: 914Q1 2026Q2 2026: 961Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions73$48.8M
Exits61$163.4M

Ownership 763 holders

Vanguard Group Inc. 0.05% Reduce -2.0% 28,037,528 $2.4B
BlackRock Inc. 0.04% Add +2.9% 19,431,905 $1.7B
Nippon Life Insurance Co. 65.06% No change 18,137,000 $1.6B
Bank of America Corp. 0.09% Add +3.6% 10,968,264 $946.7M
State Street Corp. 0.04% Reduce -0.7% 9,657,113 $833.5M
Capital Research Global Investors 0.13% Add +2.4% 6,602,298 $569.8M
Geode Capital Management, LLC 0.04% Add +4.3% 5,403,367 $465.2M
Wellington Management Group LLP 0.07% Add +2.6% 4,483,241 $386.9M
Dimensional Fund Advisors LP 0.09% Reduce -0.3% 3,865,270 $333.6M
Northern Trust Corp. 0.05% Reduce -3.4% 3,580,606 $309.0M
Norges Bank 0.04% Reduce -7.7% 2,980,423 $257.2M
Morgan Stanley 0.02% Reduce -20.8% 2,704,741 $233.4M
Invesco Ltd. 0.05% Add +25.3% 2,682,232 $231.5M
JPMorgan Chase & Co. 0.02% Add +457.8% 2,257,328 $194.8M
Bank of New York Mellon Corp 0.03% Reduce -2.3% 1,849,622 $159.6M
Legal & General Group Plc 0.05% Reduce -2.7% 1,838,645 $158.7M
HSBC Holdings PLC 0.09% Add +7.3% 1,460,077 $126.0M
Goldman Sachs Group Inc. 0.03% Reduce -35.8% 1,385,981 $119.6M
Charles Schwab Investment Management Inc. 0.03% Add +4.0% 1,364,034 $117.7M
Amundi 0.05% Add +55.3% 1,406,907 $111.1M
Mairs & Power Inc. 1.03% Add +3.1% 1,228,314 $106.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +5.9% 1,195,809 $103.2M
Royal Bank of Canada 0.02% Reduce -4.5% 1,131,571 $97.7M
UBS Group AG 0.03% Add +158.3% 941,946 $81.3M
Barclays PLC 0.03% Reduce -21.1% 835,866 $72.1M
Millennium Management 0.06% Add +25.3% 771,733 $66.6M
Swiss National Bank 0.04% Reduce -5.6% 714,000 $61.6M
Deutsche Bank AG 0.03% Add +6.2% 706,560 $61.0M
Voloridge Investment Management, LLC 0.22% Add +131.8% 694,874 $60.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +6.7% 692,694 $59.8M
Man Group plc 0.16% Add +78.9% 679,081 $58.6M
Citadel Advisors 0.06% Reduce -36.9% 666,840 $57.6M
Nuveen Asset Management, LLC 0.02% Add +10.8% 611,965 $52.8M
FMR LLC 0.00% Add +5.8% 522,290 $45.1M
Marshall Wace, LLP 0.07% Reduce -29.7% 509,808 $44.0M
Rhumbline Advisers 0.04% Reduce -3.0% 475,642 $41.1M
Point72 Asset Management 0.12% Add +140.9% 472,582 $40.8M
Victory Capital Management Inc. 0.04% Add +34.9% 439,937 $38.0M
California Public Employees Retirement System 0.03% Reduce -4.5% 432,684 $37.3M
Credit Suisse AG/ 0.04% Add +6.8% 429,065 $37.0M
National Pension Service 0.04% Add +2.0% 406,098 $35.1M
North Star Asset Management Inc. 1.63% Add +0.5% 398,732 $34.4M
California State Teachers Retirement System 0.04% Reduce 0.0% 389,991 $33.7M
Trust Point Inc. 2.61% Reduce -0.0% 384,871 $33.2M
Fort Washington Investment Advisors Inc. 0.21% Reduce -3.8% 374,202 $32.3M
AustralianSuper Pty Ltd 0.19% Add +35.4% 375,266 $32.3M
Tudor Investment Corporation 0.38% Add +32.7% 362,732 $31.3M
D. E. Shaw & Co. 0.04% Add +219.8% 361,185 $31.2M
HRT Financial LP 0.19% Add +561.8% 357,107 $30.8M
BNP Paribas Financial Markets 0.04% Add +165.2% 337,877 $29.2M
AMF Tjanstepension AB 0.20% Add +282.0% 308,308 $26.6M
T. Rowe Price Associates Inc. 0.00% Reduce -1.0% 301,321 $26.0M
Alliancebernstein L.P. 0.01% Reduce -9.1% 276,823 $23.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +18.3% 274,538 $23.7M
State Board of Administration of Florida Retirement System 0.05% Add +6.6% 296,889 $22.1M
CANADA LIFE ASSURANCE Co 0.04% Reduce -15.2% 253,969 $21.9M
Verition Fund Management LLC 0.23% Add +1750.4% 241,570 $20.8M
Bank of Montreal 0.01% Add +6.5% 237,162 $20.5M
Intech Investment Management LLC 0.29% Add +586.0% 234,815 $20.3M
Principal Financial Group Inc. 0.01% Reduce -0.5% 232,379 $20.1M
Storebrand Asset Management As 0.07% Reduce -15.6% 231,080 $19.9M
Canada Pension Plan Investment Board 0.02% Add +24.6% 230,801 $19.9M
New York State Teachers Retirement System 0.04% Reduce -7.2% 227,642 $19.6M
O'shaughnessy Asset Management, LLC 0.20% Reduce -2.8% 212,782 $18.4M
GW Henssler & Associates Ltd. 1.02% Add +2.0% 201,606 $17.4M
PNC Financial Services Group, Inc. 0.01% Reduce -4.4% 201,355 $17.4M
Toronto Dominion Bank 0.03% Add +2.5% 194,393 $16.8M
Wells Fargo & Company 0.00% Reduce -2.3% 189,492 $16.4M
Sound Income Strategies, LLC 1.17% Add +8.6% 181,776 $15.7M
Qube Research & Technologies Ltd 0.03% Reduce -74.8% 181,022 $15.6M
Assenagon Asset Management S.A. 0.04% Reduce -28.7% 178,695 $15.4M
Ameriprise Financial Inc. 0.00% Reduce -11.5% 177,037 $15.3M
Swiss Life Asset Management Ltd 0.20% Add +210.7% 168,170 $14.5M
State of Wisconsin Investment Board 0.04% Reduce -11.2% 167,801 $14.5M
New York State Common Retirement Fund 0.02% Reduce -11.7% 163,888 $14.1M
First Trust Advisors LP 0.01% Reduce -94.2% 162,567 $14.0M
Swedbank AB 0.02% No change 162,158 $14.0M
Prudential Financial Inc. 0.02% Reduce -3.1% 157,214 $13.6M
AE Wealth Management LLC 0.15% Reduce -18.9% 151,062 $13.0M
Citigroup Inc. 0.01% Add +22.4% 147,398 $12.7M
State of Tennessee, Department of Treasury 0.05% Reduce -21.5% 146,905 $12.7M
ExodusPoint Capital Management, LP 0.16% Add +81.0% 145,786 $12.6M
Cambria Investment Management, L.P. 0.73% Add +3.2% 141,398 $12.2M
Renaissance Technologies 0.02% Reduce -6.4% 139,000 $12.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -13.4% 134,046 $11.6M
Brandywine Global Investment Management, LLC 0.08% Reduce -0.3% 133,857 $11.6M
Russell Investments Group, Ltd. 0.02% Reduce -18.6% 133,043 $11.5M
Public Employees Retirement System of Ohio 0.04% Add +12.2% 129,916 $11.2M
Goelzer Investment Management, Inc. 0.62% Reduce 0.0% 126,985 $11.0M
Pictet Asset Management Holding SA 0.01% Reduce -5.5% 126,045 $10.9M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -5.7% 125,151 $10.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +17.9% 123,051 $10.6M
State of New Jersey Common Pension Fund D 0.03% Reduce -6.3% 122,453 $10.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.9% 121,449 $10.5M
Korea Investment CORP 0.03% Reduce -0.5% 116,735 $10.1M
National Bank of Canada 0.02% Add +64.2% 119,009 $10.0M
Illinois Municipal Retirement Fund 0.15% Reduce -2.3% 115,465 $10.0M
SG Americas Securities, LLC 0.05% Add +548.9% 113,565 $9.8M
Royal London Asset Management Ltd. 0.02% Reduce -34.3% 112,064 $9.7M
Bank of Nova Scotia 0.02% Add +29.4% 110,847 $9.6M
Treasurer of the State of North Carolina 0.04% Reduce -1.2% 108,896 $9.4M
Engineers Gate Manager LP 0.25% Reduce -29.3% 108,209 $9.3M
Worldquant Millennium Advisors LLC 0.11% No change 104,527 $9.0M
CHURCHILL MANAGEMENT Corp 0.11% Reduce -1.7% 102,812 $8.9M
Squarepoint Ops LLC 0.04% Reduce -65.5% 102,234 $8.8M
NewSquare Capital LLC 0.77% Reduce -0.6% 102,545 $8.7M
American Century Companies Inc. 0.01% Add +41.4% 100,667 $8.7M
AMG National Trust Bank 0.25% Reduce -11.0% 100,578 $8.7M
Aberdeen Group plc 0.02% Reduce -0.6% 99,854 $8.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +117.9% 99,430 $8.6M
Aviva PLC 0.03% Add +985.2% 99,350 $8.6M
Capital Management Corp. 1.62% Reduce -4.5% 98,756 $8.5M
Nomura Asset Management Co. Ltd. 0.03% Add +0.4% 96,937 $8.4M
Bridgewater Associates 0.04% Add +1615.5% 96,876 $8.4M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -17.1% 96,380 $8.3M
Macquarie Group Ltd. 0.01% Add +5.1% 96,114 $8.3M
Danske Bank A/S 0.03% — 95,503 $8.2M
LPL Financial LLC 0.00% Reduce -19.8% 95,463 $8.2M
Holocene Advisors, LP 0.03% New 94,584 $8.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -3.4% 94,580 $8.2M
TD Asset Management Inc 0.01% Reduce -27.0% 92,315 $8.0M
Asset Management One Co., Ltd. 0.03% Reduce -4.6% 92,287 $8.0M
Teacher Retirement System of Texas 0.05% Add +21.6% 91,851 $7.9M
Ensign Peak Advisors, Inc 0.01% Reduce -21.1% 88,967 $7.7M
Raymond James & Associates 0.01% Reduce -10.1% 87,841 $7.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.8% 87,187 $7.5M
Nisa Investment Advisors, LLC 0.05% Reduce -0.0% 86,811 $7.5M
CI Investments Inc. 0.03% Add +29.7% 85,636 $7.4M
Resona Asset Management Co.,Ltd. 0.04% — 80,300 $6.9M
Rafferty Asset Management, LLC 0.02% Reduce -0.8% 77,150 $6.7M
Arjuna Capital 1.86% Add +244.1% 76,184 $6.6M
DekaBank Deutsche Girozentrale 0.01% Add +5.6% 76,615 $6.5M
Interval Partners, LP 0.24% New 73,190 $6.3M
Voya Investment Management LLC 0.01% Reduce -3.9% 72,997 $6.3M
Franklin Resources Inc. 0.00% Add +116.2% 72,983 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +0.1% 81,999 $6.1M
Dorsey & Whitney Trust CO LLC 0.42% Reduce -1.5% 70,809 $6.1M
Acadian Asset Management LLC 0.02% Add +10.0% 70,380 $6.1M
Schroder Investment Management Group 0.01% Add +270.7% 68,034 $5.9M
Natixis Advisors, LLC 0.01% Add +2.5% 67,710 $5.8M
Amalgamated Bank 0.05% Add +17.2% 67,511 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +16.0% 66,029 $5.7M
Arizona State Retirement System 0.04% Reduce -1.3% 65,575 $5.7M
KBC Group NV 0.02% Reduce -15.9% 64,857 $5.6M
Envestnet Asset Management Inc. 0.00% Add +0.7% 63,683 $5.5M
LBP Am SA 0.22% Add +223.8% 62,767 $5.4M
Dean Investment Associates, LLC 0.74% Reduce -1.4% 62,373 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Add +0.4% 61,806 $5.3M
USS Investment Management Ltd 0.04% Reduce -8.8% 61,107 $5.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -41.9% 61,022 $5.3M
Hoylecohen, LLC 0.40% Add +1.3% 60,994 $5.3M
Azimuth Capital Investment Management LLC 0.22% New 60,810 $5.2M
Osaic Holdings, Inc. 0.01% Reduce -37.3% 60,577 $5.2M
State of Michigan Retirement System 0.03% No change 60,080 $5.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -10.7% 59,938 $5.2M
Forsta Ap-Fonden 0.04% Reduce -44.9% 59,200 $5.1M
Susquehanna International Group, LLP 0.01% Reduce -68.2% 57,797 $5.0M
American International Group, Inc. 0.02% Reduce -0.3% 57,510 $5.0M
Unison Advisors LLC 0.49% Add +1.2% 57,341 $4.9M
Cibc World Markets Corp. 0.03% Add +9.7% 56,488 $4.9M
Cetera Investment Advisers 0.01% Add +108.1% 53,579 $4.6M
Comerica Bank 0.02% Reduce -13.5% 52,656 $4.5M
Allianz Asset Management GmbH 0.01% Reduce -29.3% 52,407 $4.5M
IFM Investors Pty Ltd 0.05% No change 52,178 $4.5M
MetLife Investment Management, LLC 0.03% Reduce -3.7% 51,702 $4.5M
Jane Street Group, LLC 0.01% Reduce -60.7% 50,239 $4.3M
Achmea Investment Management B.V. 0.08% Reduce -16.3% 49,543 $4.3M
Retirement Systems of Alabama 0.02% Add +0.1% 48,411 $4.2M
Creative Planning 0.00% Reduce -0.2% 48,233 $4.2M
PGGM Investments 0.06% Add +2.1% 48,179 $4.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.3% 48,151 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -7.0% 48,004 $4.1M
Ethic Inc. 0.10% Add +1.5% 47,306 $4.1M
Wealthfront Advisers LLC 0.01% Reduce -2.3% 45,981 $4.0M
Handelsbanken Fonder AB 0.02% Reduce -10.4% 45,694 $3.9M
Texas Permanent School Fund Corp. 0.03% Add +2.4% 45,343 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -1.9% 44,696 $3.9M
State of Alaska, Department of Revenue 0.04% Reduce -13.0% 44,429 $3.8M
Campbell & CO Investment Adviser LLC 0.32% Add +45.4% 43,056 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -10.6% 42,599 $3.7M
ProShare Advisors LLC 0.01% Reduce -6.2% 42,475 $3.7M
Natixis 0.02% Reduce -23.3% 42,325 $3.7M
Quantinno Capital Management LP 0.08% Add +83.3% 41,918 $3.6M
Utah Retirement Systems 0.04% Reduce -1.7% 41,113 $3.5M
Xponance LLC 0.04% Add +8.7% 40,166 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.3% 38,992 $3.4M
Neuberger Berman Group LLC 0.00% Reduce -14.0% 38,927 $3.4M
Czech National Bank 0.04% Add +0.5% 38,592 $3.3M
Tredje AP-fonden 0.03% No change 38,269 $3.3M
CIBC Asset Management Inc 0.01% Add +1.9% 38,144 $3.3M
Bridgeway Capital Management, LLC 0.06% No change 36,800 $3.2M
Y-Intercept (Hong Kong) Ltd 0.23% Add +1025.8% 35,619 $3.1M
Lecap Asset Management Ltd. 0.64% Add +131.5% 35,490 $3.1M
Trexquant Investment LP 0.06% Reduce -22.2% 35,126 $3.0M
Public Sector Pension Investment Board 0.02% Reduce -0.7% 34,650 $3.0M
Avantax Planning Partners, Inc. 0.10% Add +1.5% 34,584 $3.0M
Point72 (DIFC) Ltd 0.23% — 34,508 $3.0M
Foster & Motley Inc. 0.20% Reduce -4.7% 34,507 $3.0M
Freestone Capital Holdings, LLC 0.11% Add +1.4% 34,315 $3.0M
DNB Asset Management AS 0.02% Reduce -52.4% 33,856 $2.9M
New York Life Investment Management LLC 0.03% Reduce -3.4% 33,534 $2.9M
Alaska Permanent Fund Corp 0.04% Add +0.6% 32,936 $2.8M
FORA Capital, LLC 0.23% Add +2.9% 32,570 $2.8M
Dakota Wealth Management 0.07% Add +0.0% 32,276 $2.8M
Cubist Systematic Strategies, LLC 0.03% Reduce -81.8% 32,230 $2.8M
Mackenzie Financial Corp. 0.00% Add +16.5% 32,131 $2.8M
Corient Private Wealth LP 0.00% Add +0.2% 31,669 $2.7M
Mirabella Financial Services LLP 0.20% New 31,300 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.5% 31,290 $2.7M
Ossiam 0.05% Add +127.0% 31,288 $2.7M
Captrust Financial Advisors 0.01% Reduce -35.8% 30,585 $2.6M
Janus Henderson Group PLC 0.00% Reduce -3.5% 30,493 $2.6M
Pathstone Holdings, LLC 0.01% Add +5.8% 29,915 $2.6M
Conning Inc. 0.09% Reduce -0.7% 29,262 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.1% 28,758 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +2.3% 28,465 $2.5M
Private Advisor Group, LLC 0.02% Reduce -3.4% 27,971 $2.4M
Cerity Partners LLC 0.01% Add +34.3% 27,806 $2.4M
B. Metzler seel. Sohn & Co. AG 0.03% Add +33.6% 27,402 $2.4M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 27,004 $2.3M
Tidal Investments LLC 0.04% Add +54.2% 26,847 $2.3M
Mariner, LLC 0.00% Add +11.8% 26,789 $2.3M
Argent Trust Co 0.10% Add +5.5% 26,695 $2.3M
FAS Wealth Partners, Inc. 0.20% Add +4.3% 26,351 $2.3M
Daiwa Securities Group Inc. 0.01% Add +21.2% 25,414 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -7.0% 25,308 $2.2M
Lighthouse Investment Partners, LLC 0.13% New 25,122 $2.2M
Siemens Fonds Invest GmbH 0.17% Reduce -0.5% 24,892 $2.1M
Hohimer Wealth Management, LLC 0.50% Reduce -1.1% 24,724 $2.1M
QRG Capital Management, Inc. 0.03% Reduce -76.8% 24,356 $2.1M
Sei Investments Co. 0.00% Add +59.4% 24,275 $2.1M
Wedge Capital Management L L P 0.03% Add +20.9% 24,168 $2.1M
US Bancorp \de 0.00% Reduce -1.2% 24,157 $2.1M
STRS Ohio 0.01% Add +26.1% 23,739 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.3% 23,047 $2.0M
Jump Financial, LLC 0.05% Add +19.6% 22,923 $2.0M
Brevan Howard Capital Management LP 0.19% Add +688.1% 22,649 $2.0M
Diversified Trust Co. 0.06% Add +51.3% 22,505 $1.9M
MAI Capital Management 0.02% Add +236.5% 22,464 $1.9M
Mercer Global Advisors Inc. 0.01% Reduce -56.8% 22,240 $1.9M
Centiva Capital, LP 0.12% Add +70.9% 22,017 $1.9M
Elo Mutual Pension Insurance Co 0.04% Add +3.2% 21,784 $1.9M
Stifel Financial Corp. 0.00% Reduce -32.5% 21,669 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -18.6% 21,641 $1.9M
PEAK6 Investments LLC 0.09% New 21,380 $1.8M
Centric Wealth Management 0.58% Add +13.3% 23,165 $1.8M
Weaver C. Barksdale & Associates, Inc. 1.68% Reduce -0.8% 21,240 $1.8M
Commerce Bank 0.01% Reduce -24.6% 21,205 $1.8M
Andra AP-fonden 0.03% Reduce -72.8% 20,700 $1.8M
Graham Capital Management, L.P. 0.09% Add +554.3% 20,479 $1.8M
Gulf International Bank (UK) Ltd 0.04% No change 20,058 $1.7M
Degroof Petercam Asset Management 0.02% Reduce -11.1% 20,000 $1.7M
Bessemer Group Inc. 0.00% Add +473.8% 19,423 $1.7M
Seven Eight Capital, LP 0.17% New 19,287 $1.7M
Cresset Asset Management, LLC 0.01% Add +2.5% 19,190 $1.7M
Columbus Macro, LLC 0.62% Reduce -5.9% 18,914 $1.6M
Point72 Asia (Singapore) Pte. Ltd. 0.42% Add +607.1% 18,887 $1.6M
Candriam S.C.A. 0.01% Add +19.7% 18,803 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +9.6% 18,773 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -2.4% 18,327 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.8% 18,239 $1.6M
Qsemble Capital Management, LP 0.34% Add +42.3% 18,219 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +38.1% 18,062 $1.6M
Federated Hermes, Inc. 0.00% Add +16.8% 18,060 $1.6M
Guggenheim Capital LLC 0.01% Reduce -15.9% 17,989 $1.6M
GoalVest Advisory LLC 0.51% Add +3.7% 17,707 $1.5M
Kestra Advisory Services, LLC 0.01% Add +45.7% 17,591 $1.5M
Quantitative Investment Management, LLC 0.09% New 17,475 $1.5M
Sound View Wealth Advisors Group, LLC 0.16% Add +49.7% 17,350 $1.5M
Montag A & Associates Inc. 0.07% Reduce -2.0% 17,241 $1.5M
Nordea Investment Management AB 0.00% Add +4.1% 17,113 $1.5M
Greenwood Capital Associates LLC 0.20% Reduce -0.1% 17,055 $1.5M
Pinebridge Investments, L.P. 0.01% Reduce -97.1% 16,825 $1.5M
Maryland State Retirement & Pension System 0.03% No change 18,456 $1.4M
Kentucky Retirement Systems 0.04% Reduce -5.1% 16,657 $1.4M
Kestra Private Wealth Services, LLC 0.03% Add +17.0% 16,412 $1.4M
HighTower Advisors, LLC 0.00% Reduce -21.3% 16,245 $1.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -4.2% 15,850 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -2.3% 15,574 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.51% Reduce -10.6% 17,040 $1.3M
Pacer Advisors, Inc. 0.00% Add +2.5% 15,213 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.4% 15,009 $1.3M
Ostrum Asset Management 0.10% Add +1.1% 14,933 $1.3M
Catalyst Funds Management Pty Ltd 0.36% — 14,900 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +75.4% 14,642 $1.3M
Glaxis Capital Management, LLC 2.36% Add +0.8% 14,616 $1.3M
UniSuper Management Pty Ltd 0.01% Add +437.5% 14,427 $1.2M
Hartford Investment Management Co. 0.04% Reduce -4.7% 14,219 $1.2M
OneDigital Investment Advisors LLC 0.02% Reduce -0.1% 14,208 $1.2M
AlphaQuest LLC 0.21% Reduce -38.7% 13,911 $1.2M
Praxis Investment Management Inc. 0.08% No change 13,800 $1.2M
Axq Capital, LP 0.29% New 13,787 $1.2M
Ascent Group, LLC 0.10% Add +2.6% 13,654 $1.2M
M&T Bank Corp 0.00% Reduce -7.5% 13,426 $1.2M
Cipher Capital LP 0.53% Reduce -50.0% 13,333 $1.2M
Savant Capital, LLC 0.01% Add +2.1% 13,240 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -7.0% 12,913 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -3.8% 12,800 $1.1M
Truist Financial Corp. 0.00% Reduce -7.6% 12,760 $1.1M
Quantbot Technologies LP 0.06% New 12,706 $1.1M
Foster Group, Inc. 0.05% Reduce -0.1% 12,412 $1.1M
Adams Wealth Management 0.26% Reduce -4.2% 12,231 $1.1M
Credit Agricole S A 0.02% Add +114.7% 13,323 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 12,155 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -1.0% 12,045 $1.0M
D.A. Davidson & Co. 0.01% Reduce -18.6% 12,035 $1.0M
Fox Run Management, L.L.C. 0.22% Add +304.6% 11,589 $1.0M
LSV Asset Management 0.00% No change 11,500 $993K
Proquility Private Wealth Partners, LLC 0.34% Add +104.2% 11,386 $983K
South Dakota Investment Council 0.02% No change 11,130 $961K
Lloyd Advisory Services, LLC. 0.20% New 11,065 $955K
New Mexico Educational Retirement Board 0.03% Reduce -6.0% 11,054 $954K
BBR Partners, LLC 0.08% New 11,000 $949K
Martin Capital Partners, LLC 0.36% Reduce -1.0% 10,982 $948K
Park Edge Advisors, LLC 0.26% No change 10,891 $940K
UMB Bank, n.a. 0.01% Reduce -10.5% 10,848 $936K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.3% 10,733 $926K
Metis Global Partners, LLC 0.03% Add +43.9% 10,732 $926K
West Bancorporation Inc. 0.60% No change 10,610 $916K
Cwm, LLC 0.00% Reduce -11.9% 10,522 $908K
Gsa Capital Partners LLP 0.07% Add +200.5% 10,428 $900K
Oppenheimer & Co. Inc. 0.01% Reduce -1.9% 10,346 $893K
E. Ohman J:or Asset Management AB 0.02% No change 10,300 $889K
PSI Advisors, LLC 0.32% No change 10,284 $888K
Park Avenue Securities LLC 0.01% Reduce -32.5% 10,136 $875K
Ausdal Financial Partners, Inc. 0.10% Reduce -0.3% 10,093 $871K
Hartford Funds Management Co LLC 0.08% Add +21.8% 10,002 $863K
Holderness Investments Co. 0.21% Reduce -0.3% 9,906 $855K
Modern Wealth Management, LLC 0.08% Reduce -0.1% 9,752 $842K
Verdence Capital Advisors LLC 0.08% Reduce -18.6% 9,582 $827K
Basepoint Wealth LLC 0.62% Reduce -0.9% 9,538 $823K
Obermeyer Wealth Partners 0.05% No change 9,511 $821K
Walleye Trading LLC 0.01% Add +431.8% 9,279 $801K
Pinnacle Associates Ltd. 0.01% Reduce -4.5% 9,222 $796K
Metropolitan Life Insurance Co 0.03% Reduce -0.9% 8,845 $763K
APG Asset Management N.V. 0.00% Add +8.0% 9,475 $757K
Rockland Trust Co. 0.04% Reduce -5.2% 8,753 $755K
Steward Partners Investment Advisory, LLC 0.01% Add +3.1% 8,597 $742K
HighPoint Advisor Group LLC 0.05% Add +3.7% 8,809 $739K
Choreo, LLC 0.02% Add +17.4% 8,526 $736K
Empirical Finance, LLC 0.04% Add +3.2% 8,486 $732K
Plimoth Trust Co. LLC 0.20% Reduce -4.5% 8,478 $732K
Petrus Trust Company, LTA 0.07% No change 8,411 $726K
Legacy Financial Group LLC 0.15% New 8,319 $718K
Fifth Third Bancorp 0.00% Reduce -0.7% 8,242 $711K
Pinion Investment Advisors, LLC 0.37% Add +21.4% 8,221 $710K
City State Bank 0.31% Add +1.8% 8,216 $709K
Laurion Capital Management LP 0.02% New 8,161 $704K
Sciencast Management LP 0.43% Reduce -21.8% 8,090 $698K
Allworth Financial LP 0.00% Reduce -2.0% 8,073 $697K
Iowa State Bank 0.15% Reduce -80.3% 7,970 $688K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -75.0% 7,969 $688K
Vinva Investment Management Ltd 0.04% New 7,874 $680K
Wolff Financial Management LLC 0.20% No change 7,815 $675K
Walleye Capital LLC 0.01% New 7,770 $671K
Lion Street Advisors, LLC 0.27% No change 8,410 $662K
Schonfeld Strategic Advisors LLC 0.01% Reduce -63.4% 7,665 $662K
Norinchukin Bank, The 0.02% Reduce -1.4% 7,647 $660K
United Capital Financial Advisors, LLC 0.01% Reduce -11.3% 7,613 $657K
Vident Advisory, LLC 0.01% Reduce -79.3% 7,592 $655K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -0.6% 7,580 $654K
Vivid Wealth Management, LLC 0.41% Add +0.0% 7,532 $650K
Townsquare Capital LLC 0.01% Add +1.2% 7,510 $648K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -0.1% 7,504 $648K
Steele Capital Management, Inc. 0.04% Add +29.3% 7,491 $647K
AQR Capital Management 0.00% Reduce -77.7% 7,450 $640K
OmniStar Financial Group, Inc. 0.58% New 7,379 $637K
Prana Capital Management, LP 0.03% New 7,364 $636K
IFP Advisors, Inc 0.03% Add +4.9% 7,248 $626K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -7.4% 7,238 $625K
Gilbert & Cook, Inc. 0.08% Reduce -5.6% 7,217 $623K
Hillsdale Investment Management Inc. 0.05% New 7,160 $618K
Carret Asset Management, LLC 0.07% Reduce -0.5% 7,156 $618K
Mokosak Advisory Group, LLC 0.20% Add +4.0% 7,151 $617K
Sunbelt Securities, Inc. 0.07% No change 7,120 $615K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 6,960 $601K
Vontobel Holding Ltd. 0.00% Reduce -1.7% 6,954 $600K
Trivium Point Advisory, LLC 0.13% Reduce -9.3% 6,900 $596K
Forum Financial Management, LP 0.01% Add +7.0% 6,879 $594K
Prime Capital Investment Advisors, LLC 0.01% Add +12.6% 6,832 $590K
Palisade Asset Management, LLC 0.06% No change 6,800 $587K
Great Diamond Partners, LLC 0.13% Reduce -25.0% 6,700 $578K
Denali Advisors LLC 0.17% Add +259.7% 6,648 $574K
Greenleaf Trust 0.01% Reduce -0.1% 6,553 $566K
RIA Advisory Group LLC 0.23% Reduce -99.4% 6,529 $564K
Merit Financial Group, LLC 0.01% Add +9.0% 6,918 $562K
Romano Brothers and Company 0.08% Add +29.0% 6,485 $560K
Independent Advisor Alliance 0.02% Add +24.1% 6,369 $550K
Premier Path Wealth Partners, LLC 0.10% Reduce -0.4% 6,360 $549K
Hilltop National Bank 0.18% — 6,299 $544K
Venture Visionary Partners LLC 0.03% Add +0.0% 6,254 $540K
V-Square Quantitative Management LLC 0.08% Add +16.4% 6,236 $538K
Regions Financial Corp. 0.00% No change 6,235 $538K
Argonautica Private Wealth Management, Inc. 0.19% Reduce -8.8% 6,214 $536K
Farther Finance Advisors, LLC 0.03% Add +11.3% 6,190 $532K
Sherbrooke Park Advisers LLC 0.10% New 6,129 $529K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -3.4% 6,112 $528K
Hilltop Holdings Inc. 0.06% Add +0.1% 6,108 $527K
Rakuten Investment Management, Inc. 0.00% Add +986.6% 6,063 $523K
Marquette Asset Management, LLC 0.09% No change 6,062 $523K
Sompo Asset Management Co., Ltd. 0.08% Reduce -10.6% 6,010 $519K
Plato Investment Management Ltd 0.05% Add +17526.5% 5,993 $517K
NewEdge Advisors, LLC 0.00% Add +89.6% 5,808 $501K
Capital Investment Advisors, LLC 0.01% Reduce -2.9% 5,802 $501K
Equitable Holdings, Inc. 0.01% Reduce -1.7% 5,760 $497K
Csenge Advisory Group 0.03% Add +1.5% 5,659 $488K
Syon Capital LLC 0.05% Add +2.5% 5,622 $485K
Concourse Financial Group Securities, Inc. 0.03% Reduce -12.9% 5,605 $484K
Buckingham Strategic Wealth, LLC 0.01% Add +13.2% 5,558 $480K
Coldstream Capital Management Inc. 0.01% Add +0.4% 5,515 $476K
Twin Capital Management Inc. 0.06% Reduce -0.8% 5,507 $475K
Legacy Financial Advisors, Inc. 0.08% Add +5.4% 5,430 $469K
Nicolet Bankshares Inc. 0.10% Reduce -3.6% 5,418 $468K
Ieq Capital, LLC 0.01% Add +6.5% 5,380 $464K
Waldron Private Wealth LLC 0.02% No change 5,334 $460K
Jacobi Capital Management LLC 0.04% Add +3.1% 5,301 $458K
CWA Asset Management Group, LLC 0.03% Reduce -1.1% 5,297 $457K
Heartland Bank & Trust Co 0.26% New 5,262 $454K
Benin Management CORP 0.14% Reduce -0.0% 5,200 $449K
My Legacy Advisors, LLC 0.15% Reduce -0.1% 5,185 $448K
Caprock Group, LLC 0.03% Add +3.6% 5,172 $446K
Bleakley Financial Group, LLC 0.01% Add +0.1% 5,161 $445K
Simplicity Wealth,LLC 0.01% New 5,161 $445K
MML Investors Services, LLC 0.00% Reduce -66.6% 5,138 $443K
First Trust Direct Indexing L.P. 0.03% Add +4.8% 5,126 $442K
Federation des caisses Desjardins du Quebec 0.00% Add +36.8% 5,471 $442K
Apollon Wealth Management, LLC 0.01% Add +1.4% 5,105 $441K
Beacon Financial Group 0.05% Reduce -91.1% 5,061 $437K
Ellevest, Inc. 0.03% Add +9.3% 4,978 $430K
Hancock Whitney Corp. 0.01% Add +1.7% 4,969 $429K
NEOS Investment Management LLC 0.03% Add +58.7% 4,944 $427K
Harbor Capital Advisors, Inc. 0.06% Add +25.7% 4,935 $426K
Blair William & Co. 0.00% Add +7.5% 4,905 $423K
Erste Asset Management GmbH 0.01% No change 4,900 $422K
Burney Co./ 0.02% Reduce -13.6% 4,824 $416K
Lido Advisors, LLC 0.00% New 4,713 $407K
Vestcor Inc 0.01% Reduce -0.8% 4,663 $402K
Focus Partners Advisor Solutions, LLC 0.01% New 4,654 $402K
Simplex Trading, LLC 0.01% New 4,477 $386K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.9% 4,467 $386K
Wedbush Securities Inc. 0.01% Reduce -7.5% 4,457 $385K
Resolute Wealth Strategies, LLC 0.23% Add +0.3% 4,460 $385K
Kintegral Advisory, LLC 0.04% Reduce -0.3% 4,459 $385K
Benjamin F. Edwards & Company, Inc. 0.01% Add +1.8% 4,343 $375K
NorthRock Partners, LLC 0.01% Reduce -0.6% 4,288 $370K
180 Wealth Advisors, LLC 0.06% Reduce -8.1% 4,182 $361K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,155 $359K
Qtron Investments LLC 0.05% No change 4,154 $359K
Redhawk Wealth Advisors, Inc. 0.06% Add +27.5% 4,125 $356K
DoubleLine ETF Adviser LP 0.09% Add +11.4% 4,098 $354K
Prudential PLC 0.00% Reduce -72.2% 4,081 $352K
Centennial Wealth Advisory LLC 0.16% Reduce -9.7% 4,068 $351K
Lake Street Advisors Group, LLC 0.02% Add +3.9% 3,942 $340K
International Private Wealth Advisors LLC 0.65% New 3,905 $337K
Robinson Smith Wealth Advisors LLC 0.32% Reduce -0.1% 3,821 $330K
Investment Management Corp of Ontario 0.01% Reduce -32.0% 3,820 $330K
9258 Wealth Management, LLC 0.05% No change 3,783 $327K
Sageworth Trust Co of South Dakota 0.50% Reduce -5.0% 3,756 $324K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.3% 3,752 $324K
Regal Investment Advisors LLC 0.02% New 3,734 $322K
Lake Street Private Wealth, LLC 0.04% Add +24.8% 3,713 $320K
Nilsine Partners, LLC 0.04% Add +12.9% 3,710 $320K
Waverly Advisors, LLC 0.01% New 3,708 $320K
Farmers & Merchants Investments Inc. 0.01% No change 3,696 $319K
Fullerton Fund Management Co Ltd. 0.02% New 3,689 $318K
Headlands Technologies LLC 0.08% Reduce -3.7% 3,651 $315K
SVB Wealth LLC 0.01% Reduce -8.8% 3,636 $314K
Sonora Investment Management Group, LLC 0.02% No change 3,600 $311K
Iron Horse Wealth Management, LLC 0.12% Reduce -0.8% 3,599 $311K
Cornercap Investment Counsel Inc. 0.05% No change 3,535 $305K
Keybank National Association 0.00% Reduce -1.3% 3,487 $301K
Renaissance Group LLC 0.01% Add +1.4% 3,485 $301K
HBK Sorce Advisory LLC 0.01% Add +3.2% 3,462 $299K
Symmetry Partners, LLC 0.02% No change 3,395 $293K
Tower Research Capital LLC (TRC) 0.01% Reduce -90.3% 3,382 $292K
Raymond James Trust N.A. 0.01% Reduce -3.6% 3,356 $290K
Keeler & Nadler Financial Planning & Wealth Management 0.17% No change 3,332 $288K
Rothschild Investment LLC 0.02% Add +1.8% 3,324 $287K
Transamerica Financial Advisors, LLC 0.03% Add +388.8% 3,275 $283K
Profund Advisors LLC 0.01% Add +3.0% 3,264 $282K
Koshinski Asset Management, Inc. 0.03% Reduce -28.5% 3,262 $282K
First Citizens Financial Corp 0.17% No change 3,261 $281K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 3,228 $279K
CENTRAL TRUST Co 0.01% Add +5.0% 3,179 $274K
Empowered Funds, LLC 0.00% Reduce -71.7% 3,176 $274K
Belpointe Asset Management LLC 0.02% Add +1.5% 3,169 $274K
Capstone Investment Advisors, LLC 0.01% Add +350.1% 3,169 $274K
Chesley Taft & Associates LLC 0.01% Add +0.1% 3,156 $272K
Horizon Investments, LLC 0.01% Reduce -1.3% 3,147 $272K
Legacy Bridge, LLC 0.16% No change 3,145 $271K
Concord Wealth Partners 0.05% Add +466.3% 3,137 $271K
J.W. Cole Advisors, Inc. 0.01% Add +3.5% 3,126 $270K
Jackson, Grant Investment Advisers, Inc. 0.11% No change 3,071 $265K
Brooklyn Investment Group 0.11% No change 3,070 $264K
Focus Partners Wealth 0.00% Reduce -3.1% 3,049 $263K
Security National Bank of So Dak 0.16% No change 3,000 $259K
Glassy Mountain Advisors, Inc. 0.10% No change 3,000 $259K
Longfellow Investment Management Co. LLC 0.06% New 2,960 $255K
Pitcairn Co. 0.02% Add +0.6% 2,950 $255K
Blueshift Asset Management, LLC 0.13% New 2,890 $249K
Valeo Financial Advisors, LLC 0.01% New 3,029 $249K
Northwest Wealth Management, LLC 0.07% Reduce -1.1% 2,875 $248K
Acropolis Investment Management, LLC 0.02% Reduce -6.3% 2,871 $248K
Seeds Investor LLC 0.23% New 2,852 $246K
Checchi Capital Advisers, LLC 0.02% Add +1.4% 2,835 $245K
Snowden Capital Advisors LLC 0.01% Add +1.5% 2,828 $244K
Cibc World Market Inc. 0.00% New 2,811 $243K
Security National Bank 0.04% No change 2,795 $241K
Mutual Advisors, LLC 0.01% New 2,795 $241K
HB Wealth Management, LLC 0.00% Reduce -7.4% 2,793 $241K
Prossimo Advisors, LLC 0.46% Add +7.5% 2,783 $240K
Park National Corp. 0.01% Reduce -4.7% 2,780 $240K
Brighton Jones LLC 0.01% Add +0.3% 2,780 $240K
Signaturefd, LLC 0.01% Add +1.1% 2,776 $240K
Ballentine Partners, LLC 0.00% Reduce -1.6% 2,768 $239K
Advisory Services Network, LLC 0.01% Reduce -11.9% 2,757 $238K
Advisory Alpha, LLC 0.01% New 2,742 $237K
Lincoln National Corp. 0.00% Reduce -3.6% 2,703 $233K
Westmount Partners, LLC 0.08% No change 2,687 $232K
Trust Asset Management LLC 0.02% No change 2,678 $231K
Old National Bancorp 0.01% Reduce -6.8% 2,676 $231K
Shepherd Financial Partners LLC 0.03% Add +1.8% 2,656 $229K
Mgo One Seven LLC 0.01% Reduce -15.3% 2,640 $228K
Ameritas Investment Partners, Inc. 0.01% Reduce -7.7% 2,638 $228K
Kinloch Capital, LLC 0.12% Reduce -16.0% 2,630 $227K
Commons Capital, LLC 0.33% Add +0.1% 2,628 $227K
Clarius Group, LLC 0.02% Reduce -10.9% 2,613 $226K
CIBC Private Wealth Group LLC 0.00% New 2,612 $225K
Aptus Capital Advisors, LLC 0.00% New 2,579 $223K
Sageworth Trust Co 0.01% No change 2,577 $222K
Robertson Stephens Wealth Management, LLC 0.01% No change 2,564 $221K
Resurgent Financial Advisors LLC 0.12% No change 2,532 $219K
Geller Advisors LLC 0.02% New 2,516 $217K
Graypoint LLC 0.02% New 2,514 $217K
NJ State Employees Deferred Compensation Plan 0.03% New 2,500 $216K
Whittier Trust Co. 0.00% No change 2,500 $216K
Sequoia Financial Advisors, LLC 0.00% Reduce -50.2% 2,498 $216K
S&co Inc. 0.02% New 2,500 $215K
Tsfg, LLC 0.05% No change 2,479 $214K
Wolverine Trading, LLC 0.00% New 2,479 $214K
Huntington National Bank 0.00% Add +22.7% 2,471 $213K
West Financial Advisors, LLC 0.05% No change 2,462 $212K
Balefire, LLC 0.08% No change 2,462 $212K
Cigna Investments Inc. 0.04% New 2,456 $212K
Leavell Investment Management, Inc. 0.01% New 2,456 $212K
Axxcess Wealth Management, LLC 0.01% New 2,435 $210K
Integrated Wealth Concepts LLC 0.00% New 2,424 $209K
Wedmont Private Capital 0.02% New 2,526 $209K
1834 Investment Advisors Co. 0.02% Reduce -18.1% 2,410 $208K
Hunter Associates Investment Management LLC 0.04% New 2,411 $208K
GeoWealth Management, LLC 0.01% Add +76.6% 2,381 $206K
Vantage Consulting Group Inc 0.13% New 2,378 $205K
Harvest Fund Management Co., Ltd 0.02% Add +206.8% 2,378 $205K
Systematic Portfolios LLC 0.67% New 2,374 $205K
Eads & Heald Wealth Management 0.09% New 2,326 $201K
Auxier Asset Management LLC 0.03% New 2,322 $200K
Continuum Advisory, LLC 0.03% Reduce -38.7% 2,282 $191K
FinTrust Capital Advisors, LLC 0.04% Add +230.8% 2,200 $190K
Assetmark, Inc. 0.00% Add +70.2% 2,053 $177K
Harbour Investments, Inc. 0.01% Add +0.1% 2,025 $175K
Group One Trading LLC 0.01% New 2,000 $173K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,943 $168K
GAMMA Investing LLC 0.03% Add +17.1% 1,942 $168K
Quadrant Capital Group LLC 0.01% Reduce -2.7% 1,935 $167K
Mather Group, Llc. 0.00% New 2,117 $167K
Atlas Capital Advisors Inc. 0.03% No change 1,886 $163K
Westpac Banking Corp. 0.01% Add +26.4% 1,859 $160K
Silvant Capital Management LLC 0.01% No change 1,747 $151K
Bokf, NA 0.00% New 1,750 $151K
Parallel Advisors, LLC 0.00% Add +3.8% 1,723 $149K
iA Global Asset Management Inc. 0.00% Reduce -86.7% 1,618 $140K
Richardson Financial Services Inc. 0.10% Add +12.9% 1,580 $136K
Harbor Investment Advisory, LLC 0.01% No change 1,576 $136K
JNBA Financial Advisors 0.01% No change 1,532 $132K
Nemes Rush Group LLC 0.02% Reduce -0.1% 1,504 $130K
Principal Securities, Inc. 0.00% Reduce -20.8% 1,444 $125K
Hills Bank & Trust Co 0.01% No change 1,402 $121K
Laffer Tengler Investments, Inc. 0.04% No change 1,392 $120K
TCTC Holdings, LLC 0.00% No change 1,380 $119K
Capital Analysts, LLC 0.01% No change 1,382 $119K
JFS Wealth Advisors, LLC 0.01% Reduce -0.9% 1,336 $115K
Global Retirement Partners, LLC 0.00% Add +18.4% 1,294 $112K
Quent Capital, LLC 0.01% Add +7.8% 1,277 $110K
Covestor Ltd 0.07% Reduce -1.5% 1,246 $108K
Capital Advisors, Ltd. LLC 0.01% Add +1.9% 1,249 $108K
Clarity Asset Management, Inc. 0.07% Add +0.3% 1,213 $105K
Pingora Partners LLC 0.07% Add +15.0% 1,150 $99K
CoreCap Advisors, LLC 0.01% New 1,102 $95K
Deseret Mutual Benefit Administrators 0.05% Add +126.5% 1,085 $94K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,082 $93K
Manchester Capital Management LLC 0.01% Add +0.8% 1,049 $91K
Duncker Streett & Co. Inc. 0.02% No change 1,010 $87K
Avior Wealth Management, LLC 0.00% Add +12.4% 997 $86K
MV Capital Management, Inc. 0.01% Add +0.1% 974 $84K
Bfsg, LLC 0.01% Add +8.9% 958 $83K
Pinnacle Bancorp, Inc. 0.02% No change 951 $82K
CVA Family Office, LLC 0.01% No change 925 $80K
AdvisorNet Financial, Inc 0.01% Reduce -33.8% 906 $78K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 950 $77K
Geneos Wealth Management Inc. 0.00% Reduce -1.1% 893 $77K
Smartleaf Asset Management LLC 0.01% Add +397.0% 835 $72K
First Community Trust NA 0.07% Reduce -19.1% 817 $71K
Johnson Financial Group, Inc. 0.00% No change 804 $69K
McClarren Financial Advisors, Inc. 0.05% Add +0.9% 797 $69K
Valley National Advisers Inc. 0.01% Add +2.0% 771 $66K
Tobam 0.01% No change 745 $64K
Stephens Consulting, LLC 0.02% No change 725 $63K
EverSource Wealth Advisors, LLC 0.00% Add +12.1% 787 $62K
Ancora Advisors LLC 0.00% No change 719 $62K
Godsey & Gibb, Inc. 0.01% No change 700 $60K
Clearstead Advisors, LLC 0.00% Reduce -2.3% 719 $60K
RE Dickinson Investment Advisors, LLC 0.04% Reduce -6.8% 691 $60K
WFA Asset Management Corp 0.03% Add +72.3% 684 $59K
Oliver Lagore Vanvalin Investment Group 0.02% No change 676 $58K
Venturi Wealth Management, LLC 0.00% Add +8.9% 670 $58K
City Holding Co. 0.01% No change 653 $56K
First Command Advisory Services, Inc. 0.00% No change 628 $54K
WR Wealth Planners, LLC 0.02% New 626 $54K
Gradient Investments LLC 0.00% Reduce -3.4% 622 $54K
Winch Advisory Services, LLC 0.02% Add +0.7% 602 $52K
Parkside Financial Bank & Trust 0.01% Reduce -1.7% 593 $51K
Hazlett, Burt & Watson, Inc. 0.03% No change 583 $50K
Sit Investment Associates Inc. 0.00% No change 575 $50K
Clean Yield Group 0.02% Reduce -15.2% 559 $48K
Private Ocean, LLC 0.01% No change 554 $48K
Stilwell Value LLC 0.04% No change 547 $47K
Plante Moran Financial Advisors, LLC 0.01% No change 546 $47K
Dynamic Wealth Strategies, LLC 0.04% No change 528 $46K
Colonial Trust Co / SC 0.01% New 516 $44K
Anchor Investment Management, LLC 0.00% No change 514 $44K
PrairieView Partners, LLC 0.01% No change 499 $44K
Hexagon Capital Partners LLC 0.01% Reduce -7.5% 506 $44K
Truvestments Capital LLC 0.02% No change 500 $43K
Fernwood Investment Management, LLC 0.01% New 500 $43K
Salomon & Ludwin, LLC 0.00% Add +319.3% 499 $43K
Global Financial Private Client, LLC 0.02% No change 500 $43K
Motco 0.00% No change 494 $43K
Blue Trust, Inc. 0.00% Reduce -54.3% 494 $43K
St Germain D J Co. Inc. 0.00% No change 489 $42K
Jones Financial Companies LLLP 0.00% Add +272.6% 462 $40K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 458 $40K
Asset Dedication, LLC 0.00% No change 453 $39K
Bell Investment Advisors, Inc 0.01% No change 449 $39K
Paladin Advisory Group, LLC 0.03% No change 449 $39K
Leonteq Securities AG 0.01% No change 436 $38K
NFSG Corp 0.02% No change 418 $36K
Brown, Lisle/Cummings, Inc. 0.01% No change 416 $36K
Boyd Watterson Asset Management LLC 0.01% No change 415 $36K
GPS Wealth Strategies Group, LLC 0.01% No change 404 $35K
Planning Capital Management Corp 0.03% No change 396 $34K
Riverview Trust Co 0.03% New 396 $34K
Miller Wealth Advisors, LLC 0.02% No change 396 $34K
MCF Advisors LLC 0.00% No change 394 $34K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.2% 394 $34K
Spire Wealth Management 0.00% Add +0.8% 376 $32K
Riggs Asset Managment Co. Inc. 0.01% No change 372 $32K
Toth Financial Advisory Corp. 0.00% No change 365 $32K
Sugarloaf Wealth Management, LLC 0.01% No change 364 $31K
Providence Capital Advisors, LLC 0.01% No change 320 $28K
TD Private Client Wealth LLC 0.00% Reduce -78.8% 315 $27K
Financial Perspectives, Inc 0.01% No change 314 $27K
HighMark Wealth Management LLC 0.02% No change 310 $27K
Fortitude Family Office, LLC 0.02% No change 304 $26K
Old Second National Bank of Aurora 0.01% No change 300 $26K
ICA Group Wealth Management, LLC 0.01% No change 300 $26K
Bogart Wealth, LLC 0.00% Reduce -2.6% 300 $26K
First Pacific Financial 0.01% Reduce -47.7% 295 $25K
Halpern Financial, Inc. 0.01% No change 296 $25K
Advantage Trust Co 0.02% No change 293 $25K
Pflug Koory, LLC 0.00% No change 285 $25K
First Horizon Advisors, Inc. 0.00% Reduce -17.5% 282 $24K
Independence Bank of Kentucky 0.01% New 280 $24K
North Star Investment Management Corp. 0.00% No change 277 $24K
Hoertkorn Richard Charles 0.01% No change 272 $23K
Center for Financial Planning, Inc. 0.00% Add +83.3% 264 $23K
Arax Advisory Partners 0.00% Reduce -48.5% 262 $23K
Brown Brothers Harriman & Co. 0.00% Reduce -9.3% 262 $23K
Cullen/Frost Bankers, Inc. 0.00% Reduce -15.0% 260 $22K
Private Trust Co. NA 0.00% No change 250 $22K
Caldwell Trust Co 0.00% No change 235 $20K
GHP Investment Advisors, Inc. 0.00% No change 226 $20K
Cassady Schiller Wealth Management, LLC 0.01% No change 225 $19K
Salem Investment Counselors Inc. 0.00% No change 223 $19K
Bruce G. Allen Investments, LLC 0.02% No change 221 $19K
Key Financial Inc 0.00% No change 219 $19K
SRH Advisors, LLC 0.01% No change 211 $18K
New Covenant Trust Company, N.A. 0.02% — 200 $17K
Union Savings Bank 0.01% New 195 $17K
Institutional & Family Asset Management, LLC 0.00% Reduce -24.7% 195 $17K
Lanark Financial, Inc. 0.00% No change 190 $16K
Smithfield Trust Co 0.00% No change 190 $16K
ORG Partners LLC 0.03% Reduce -76.9% 181 $16K
Investors Research Corp 0.00% No change 173 $15K
Zions Bancorporation, N.A. 0.00% No change 165 $14K
Private Wealth Management Group, LLC 0.01% No change 161 $14K
Peregrine Capital Management LLC 0.00% No change 160 $14K
Beacon Capital Management, LLC 0.00% No change 159 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 172 $14K
TD Waterhouse Canada Inc. 0.00% No change 112 $13K
CoreFirst Bank & Trust 0.01% No change 150 $13K
Lindbrook Capital, LLC 0.00% No change 148 $13K
Creative Financial Designs Inc. 0.00% Reduce -12.7% 145 $13K
First Financial Corp. 0.01% Reduce -85.3% 140 $12K
Raleigh Capital Management Inc. 0.01% Add +80.0% 135 $12K
Gilliland Jeter Wealth Management LLC 0.00% New 131 $11K
GW&K Investment Management, LLC 0.00% No change 122 $11K
Mendota Financial Group, LLC 0.01% No change 118 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 117 $10K
Cornerstone Planning Group LLC 0.00% Add +21.0% 121 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $9K
Peoples Bank 0.01% No change 110 $9K
REAP Financial Group, LLC 0.00% Add +0.9% 109 $9K
Tucker Asset Management LLC 0.00% Add +505.6% 109 $9K
Exchange Traded Concepts, LLC 0.00% New 108 $9K
Sachetta, LLC 0.00% No change 115 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 103 $9K
Bray Capital Advisors 0.00% No change 101 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $9K
Atwood & Palmer Inc. 0.00% No change 100 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 78 $7K
Financial Management Professionals, Inc. 0.00% Reduce -61.8% 76 $7K
Westend Capital Management, LLC 0.00% — 80 $7K
Eagle Bay Advisors LLC 0.00% No change 78 $7K
McIlrath & Eck, LLC 0.00% No change 71 $6K
Frazier Financial Advisors, LLC 0.00% No change 66 $6K
Globeflex Capital L P 0.00% No change 63 $5K
Crewe Advisors LLC 0.00% New 61 $5K
Davis Capital Management 0.00% No change 46 $4K
Versant Capital Management, Inc 0.00% No change 45 $4K
Archer Investment Corp 0.00% Reduce -98.7% 44 $4K
Abound Wealth Management 0.00% No change 41 $4K
Raffa Wealth Management, LLC 0.00% No change 41 $4K
FWL Investment Management, LLC 0.00% New 40 $3K
Lazard Asset Management LLC 0.00% Reduce -82.5% 43 $3K
Prestige Wealth Management Group LLC 0.00% No change 34 $3K
SJS Investment Consulting Inc. 0.00% Add +17.2% 34 $3K
TFC Financial Management, Inc. 0.00% Add +3.1% 33 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 30 $3K
Carolinas Wealth Consulting LLC 0.00% No change 29 $3K
LRI Investments, LLC 0.00% — 26 $2K
Avion Wealth 0.00% No change 14 $2K
Valued Wealth Advisors LLC 0.00% Add +27.8% 23 $2K
Guardian Wealth Management, Inc. 0.00% Reduce -43.9% 23 $2K
Global Wealth Strategies & Associates 0.00% No change 20 $2K
Dunhill Financial, LLC 0.00% Add +17.6% 20 $2K
West Paces Advisors Inc. 0.00% Reduce -20.8% 19 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
Horizon Financial Services, LLC 0.00% New 14 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 14 $1K
Larson Financial Group LLC 0.00% Add +7.7% 14 $1K
Penserra Capital Management LLC 0.00% Reduce -98.2% 18 $1K
Aspect Partners, LLC 0.00% No change 11 $949
Jamison Private Wealth Management, Inc. 0.00% New 10 $864
Cherry Tree Wealth Management, LLC 0.00% No change 8 $691
TFO Wealth Partners, LLC 0.00% No change 6 $518
Nvwm, LLC 0.00% New 5 $432
Rosenberg Matthew Hamilton 0.00% Reduce -16.7% 5 $430
Janiczek Wealth Management, LLC 0.00% No change 4 $346
Caitlin John, LLC 0.00% Reduce -25.0% 3 $266
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 3 $259
RFP Financial Group LLC 0.00% Reduce -98.4% 2 $173
SOA Wealth Advisors, LLC. 0.00% No change 1 $95
WestEnd Advisors, LLC 0.00% New 1 $86

"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.