Principal Financial GroupPFG

13F holders, Q2 2024 (June 30)
795holders +32
84new positions
54sold out
8famous investors
$78.44avg. 13F price*

At the end of Q2 2024, 795 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 32 from Q1 2024. 84 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.6B) and Nippon Life Insurance Co. ($1.4B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024

InstitutionsTotal Value
New Positions84$81.1M
Exits54$33.5M

All 13F filers, Q1 2024 → Q2 2024: 5,511,279 shares bought and 6,595,415 shares sold, net −1,084,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 795 holders

Vanguard Group Inc. 0.04% Reduce -1.0% 27,749,824 $2.2B
BlackRock Inc. 0.04% Add +1.7% 19,763,056 $1.6B
Nippon Life Insurance Co. 62.53% No change 18,137,000 $1.4B
Bank of America Corp. 0.08% Reduce -2.3% 10,716,882 $840.7M
State Street Corp. 0.03% Reduce -1.0% 9,558,150 $749.8M
Capital Research Global Investors 0.11% Add +0.0% 6,603,902 $518.1M
Geode Capital Management, LLC 0.04% Add +0.5% 5,429,454 $424.8M
Wellington Management Group LLP 0.06% Reduce -1.1% 4,434,395 $347.9M
Dimensional Fund Advisors LP 0.08% Add +1.0% 3,905,124 $306.4M
Northern Trust Corp. 0.05% Reduce -2.5% 3,489,868 $273.8M
Norges Bank 0.04% Add +9.1% 3,251,668 $255.1M
Morgan Stanley 0.02% Add +6.0% 2,867,685 $225.0M
Invesco Ltd. 0.04% Reduce -2.9% 2,605,800 $204.4M
JPMorgan Chase & Co. 0.02% Add +3.8% 2,343,840 $183.9M
Bank of New York Mellon Corp 0.03% Add +2.9% 1,903,138 $149.3M
Legal & General Group Plc 0.04% Reduce -5.5% 1,736,683 $136.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +40.4% 1,679,343 $131.7M
Goldman Sachs Group Inc. 0.02% Add +7.5% 1,489,728 $116.9M
HSBC Holdings PLC 0.07% Reduce -1.2% 1,443,115 $113.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 1,384,888 $108.6M
Mairs & Power Inc. 0.92% Reduce -1.7% 1,207,976 $94.8M
Royal Bank of Canada 0.02% Reduce -3.0% 1,097,107 $86.1M
Deutsche Bank AG 0.04% Add +42.2% 1,004,825 $78.8M
UBS Group AG 0.02% Reduce -7.2% 874,505 $68.6M
Amundi 0.03% Reduce -39.3% 853,694 $67.6M
Barclays PLC 0.03% Reduce -14.0% 718,493 $56.4M
Millennium Management 0.05% Reduce -7.1% 716,601 $56.2M
Swiss National Bank 0.04% Reduce -2.5% 696,200 $54.6M
Voloridge Investment Management, LLC 0.19% Reduce -4.4% 664,269 $52.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -17.5% 571,488 $44.8M
Nuveen Asset Management, LLC 0.01% Reduce -8.9% 557,299 $43.7M
FMR LLC 0.00% Add +0.2% 523,469 $41.1M
Rhumbline Advisers 0.04% Add +0.5% 478,129 $37.5M
Victory Capital Management Inc. 0.03% Reduce -1.2% 434,697 $34.1M
AustralianSuper Pty Ltd 0.19% Add +13.2% 424,643 $33.3M
California Public Employees Retirement System 0.02% Reduce -4.4% 413,609 $32.4M
National Pension Service 0.04% Add +1.0% 410,037 $32.2M
North Star Asset Management Inc. 1.48% Reduce -0.2% 397,812 $31.2M
Trust Point Inc. 2.42% No change 384,871 $30.2M
Man Group plc 0.08% Reduce -43.7% 382,477 $30.0M
Verition Fund Management LLC 0.25% Add +56.0% 376,845 $29.6M
California State Teachers Retirement System 0.04% Reduce -4.4% 372,974 $29.3M
Fort Washington Investment Advisors Inc. 0.19% Reduce -0.6% 371,894 $29.2M
BNP Paribas Financial Markets 0.03% Add +9.0% 368,269 $28.9M
Bank of Montreal 0.01% Add +50.6% 357,262 $28.6M
Acadian Asset Management LLC 0.09% Add +403.6% 354,447 $27.8M
D. E. Shaw & Co. 0.04% Reduce -11.8% 318,410 $25.0M
T. Rowe Price Associates Inc. 0.00% Add +2.2% 307,878 $24.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +10.8% 304,226 $23.9M
Intech Investment Management LLC 0.29% Add +27.1% 298,562 $23.4M
Citigroup Inc. 0.02% Add +97.4% 290,980 $22.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -10.9% 264,601 $20.8M
Alliancebernstein L.P. 0.01% Reduce -5.5% 261,458 $20.5M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.1% 251,263 $19.7M
Massachusetts Financial Services Co. 0.01% New 251,088 $19.7M
Jane Street Group, LLC 0.02% Add +362.9% 232,568 $18.2M
ExodusPoint Capital Management, LP 0.20% Add +59.2% 232,128 $18.2M
Qube Research & Technologies Ltd 0.03% Add +25.9% 227,818 $17.9M
AMF Tjanstepension AB 0.13% Reduce -26.8% 225,808 $17.7M
Principal Financial Group Inc. 0.01% Reduce -3.4% 224,460 $17.6M
Canada Pension Plan Investment Board 0.02% Reduce -3.0% 223,801 $17.6M
Storebrand Asset Management As 0.06% Reduce -8.0% 212,710 $16.7M
New York State Teachers Retirement System 0.03% Reduce -8.6% 207,970 $16.3M
GW Henssler & Associates Ltd. 0.96% Add +0.4% 202,325 $15.9M
Wells Fargo & Company 0.00% Add +3.6% 196,415 $15.4M
Sound Income Strategies, LLC 1.07% Add +7.4% 195,216 $15.3M
SG Americas Securities, LLC 0.09% Add +57.3% 178,635 $14.0M
Ameriprise Financial Inc. 0.00% Add +0.4% 177,701 $13.9M
Swiss Life Asset Management Ltd 0.16% Add +5.6% 177,636 $13.9M
State of Wisconsin Investment Board 0.04% Add +2.0% 171,089 $13.4M
American Century Companies Inc. 0.01% Add +65.0% 166,052 $13.0M
New York State Common Retirement Fund 0.02% Add +0.1% 164,085 $12.9M
PNC Financial Services Group, Inc. 0.01% Reduce -18.6% 163,818 $12.9M
Swedbank AB 0.02% No change 162,158 $12.7M
Interval Partners, LP 0.36% Add +113.1% 155,945 $12.2M
Bank of Nova Scotia 0.02% Add +32.1% 146,405 $11.5M
Cambria Investment Management, L.P. 0.69% Add +2.5% 144,946 $11.4M
State of Tennessee, Department of Treasury 0.04% Reduce -1.7% 144,349 $11.3M
Brandywine Global Investment Management, LLC 0.08% Add +3.4% 138,411 $10.9M
Prudential Financial Inc. 0.02% Reduce -12.9% 136,883 $10.7M
Russell Investments Group, Ltd. 0.02% Reduce -1.4% 131,167 $10.3M
Illinois Municipal Retirement Fund 0.16% Add +13.1% 130,631 $10.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.9% 130,191 $10.2M
Squarepoint Ops LLC 0.04% Add +24.6% 127,390 $10.0M
Goelzer Investment Management, Inc. 0.55% Reduce -1.0% 125,751 $9.9M
Allianz Asset Management GmbH 0.02% Add +135.3% 123,330 $9.7M
Pictet Asset Management Holding SA 0.01% Reduce -3.5% 121,587 $9.5M
AMG National Trust Bank 0.26% Add +20.1% 120,797 $9.5M
Aviva PLC 0.03% Add +20.3% 119,526 $9.4M
Capital Management Corp. 1.85% Add +19.3% 117,803 $9.2M
AE Wealth Management LLC 0.09% Reduce -22.0% 117,791 $9.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.1% 117,722 $9.2M
Tudor Investment Corporation 0.10% Reduce -67.6% 117,568 $9.2M
Public Employees Retirement System of Ohio 0.04% Reduce -11.5% 115,032 $9.0M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -11.2% 111,192 $8.7M
Toronto Dominion Bank 0.01% Reduce -45.0% 107,004 $8.4M
NewSquare Capital LLC 0.72% Add +4.9% 107,597 $8.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 105,000 $8.2M
Worldquant Millennium Advisors LLC 0.07% Reduce -0.0% 104,493 $8.2M
Treasurer of the State of North Carolina 0.03% Reduce -4.1% 104,384 $8.2M
Teacher Retirement System of Texas 0.05% Add +12.5% 103,302 $8.1M
Royal London Asset Management Ltd. 0.02% Reduce -7.8% 103,280 $8.1M
CHURCHILL MANAGEMENT Corp 0.09% Reduce -1.4% 101,410 $8.0M
Nomura Asset Management Co. Ltd. 0.03% Add +3.5% 100,337 $7.9M
LPL Financial LLC 0.00% Add +4.5% 99,778 $7.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 99,451 $7.8M
Engineers Gate Manager LP 0.17% Reduce -8.7% 98,761 $7.7M
Bridgewater Associates 0.04% Add +1.7% 98,508 $7.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +3.3% 97,651 $7.7M
Schroder Investment Management Group 0.01% Add +43.2% 97,452 $7.6M
Korea Investment CORP 0.02% Reduce -18.1% 95,641 $7.5M
Ensign Peak Advisors, Inc 0.01% Add +7.2% 95,327 $7.5M
Macquarie Group Ltd. 0.01% Reduce -0.9% 95,240 $7.5M
Asset Management One Co., Ltd. 0.03% Add +2.4% 94,512 $7.4M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.8% 93,680 $7.3M
Prana Capital Management, LP 0.33% Add +1116.3% 89,570 $7.0M
Aberdeen Group plc 0.01% Reduce -10.9% 89,006 $7.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce 0.0% 87,185 $6.8M
Danske Bank A/S 0.03% Reduce -9.0% 86,903 $6.8M
Arjuna Capital 1.83% Add +13.5% 86,484 $6.8M
CI Investments Inc. 0.03% Add +0.8% 86,354 $6.8M
Raymond James & Associates 0.00% Reduce -2.8% 85,391 $6.7M
Nisa Investment Advisors, LLC 0.04% Reduce -2.6% 84,561 $6.6M
TD Asset Management Inc 0.01% Reduce -12.4% 80,906 $6.3M
Assenagon Asset Management S.A. 0.02% Reduce -54.8% 80,866 $6.3M
National Bank of Canada 0.01% Reduce -33.0% 79,685 $6.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -35.5% 79,008 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +2.6% 78,575 $6.2M
Natixis Advisors, LLC 0.01% Add +16.5% 78,879 $6.2M
Susquehanna International Group, LLP 0.01% Add +35.9% 78,515 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +61.2% 77,367 $6.1M
Rafferty Asset Management, LLC 0.02% Reduce -1.7% 75,833 $5.9M
Cubist Systematic Strategies, LLC 0.10% Add +135.1% 75,778 $5.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -7.8% 74,007 $5.8M
Voya Investment Management LLC 0.01% Add +1.5% 74,069 $5.8M
Schonfeld Strategic Advisors LLC 0.04% Add +855.9% 73,272 $5.7M
Franklin Resources Inc. 0.00% Reduce -0.7% 72,510 $5.7M
Dorsey & Whitney Trust CO LLC 0.39% Add +2.1% 72,290 $5.7M
Commonwealth Equity Services, LLC 0.01% Add +8.2% 71,413 $5.6M
USS Investment Management Ltd 0.04% Add +6.1% 64,816 $5.1M
Arizona State Retirement System 0.03% Reduce -1.5% 64,596 $5.1M
Azimuth Capital Investment Management LLC 0.21% Add +6.0% 64,460 $5.1M
Thrivent Financial for Lutherans 0.01% Add +428.4% 64,226 $5.0M
LBP Am SA 0.21% Add +1.9% 63,930 $5.0M
Arrowstreet Capital, Limited Partnership 0.00% New 62,589 $4.9M
Amalgamated Bank 0.04% Reduce -9.4% 61,163 $4.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 61,022 $4.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.4% 60,924 $4.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.3% 60,694 $4.8M
First Trust Advisors LP 0.00% Reduce -63.2% 59,887 $4.7M
Dean Investment Associates, LLC 0.66% Reduce -4.9% 59,296 $4.7M
State of Michigan Retirement System 0.02% Reduce -1.7% 59,080 $4.6M
Natixis 0.03% Add +37.7% 58,264 $4.6M
Unison Advisors LLC 0.57% Add +1.0% 57,940 $4.5M
MetLife Investment Management, LLC 0.03% Add +11.8% 57,827 $4.5M
KBC Group NV 0.01% Reduce -11.5% 57,418 $4.5M
Cetera Investment Advisers 0.01% Add +6.9% 57,293 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 57,043 $4.5M
Wealthfront Advisers LLC 0.01% Add +23.7% 56,860 $4.5M
Credit Agricole S A 0.03% Add +326.7% 56,848 $4.5M
Hoylecohen, LLC 0.34% Reduce -7.2% 56,617 $4.4M
Holocene Advisors, LP 0.02% Reduce -40.5% 56,249 $4.4M
Corebridge Financial, Inc. 0.02% — 55,230 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -12.8% 52,801 $4.1M
Point72 Asset Management 0.01% Reduce -88.9% 52,350 $4.1M
Kintegral Advisory, LLC 0.39% Add +1062.2% 51,824 $4.1M
IFM Investors Pty Ltd 0.04% Reduce -1.2% 51,533 $4.0M
Renaissance Technologies 0.01% Reduce -64.0% 50,000 $3.9M
Creative Planning 0.00% Add +3.2% 49,785 $3.9M
Forsta Ap-Fonden 0.03% Reduce -16.2% 49,600 $3.9M
Comerica Bank 0.02% Reduce -5.9% 49,563 $3.9M
Achmea Investment Management B.V. 0.07% No change 49,543 $3.9M
PGGM Investments 0.05% No change 48,179 $3.8M
Retirement Systems of Alabama 0.01% Reduce -1.8% 47,566 $3.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.6% 47,364 $3.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -54.5% 45,235 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +58.2% 45,040 $3.5M
Baird Financial Group, Inc. 0.01% Reduce -0.3% 44,538 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -0.8% 44,089 $3.5M
Ethic Inc. 0.08% Reduce -7.3% 43,866 $3.4M
ProShare Advisors LLC 0.01% Add +3.1% 43,794 $3.4M
Tower Research Capital LLC (TRC) 0.06% Add +1183.1% 43,393 $3.4M
Centiva Capital, LP 0.17% Add +95.5% 43,055 $3.4M
Xponance LLC 0.03% Add +6.4% 42,744 $3.4M
Cibc World Markets Corp. 0.02% Reduce -24.9% 42,402 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -33.8% 42,183 $3.3M
Czech National Bank 0.04% Add +6.5% 41,091 $3.2M
Quantinno Capital Management LP 0.06% Reduce -2.1% 41,049 $3.2M
Y-Intercept (Hong Kong) Ltd 0.17% Add +12.7% 40,125 $3.1M
Utah Retirement Systems 0.04% Reduce -6.1% 38,613 $3.0M
Marshall Wace, LLP 0.00% Reduce -92.5% 38,337 $3.0M
Walleye Capital LLC 0.03% Add +392.2% 38,241 $3.0M
Tredje AP-fonden 0.03% Reduce -1.5% 37,683 $3.0M
DNB Asset Management AS 0.01% Add +9.2% 36,961 $2.9M
Advisors Asset Management, Inc. 0.06% Reduce -13.5% 36,836 $2.9M
Adage Capital Partners Gp, L.L.C. 0.01% New 36,800 $2.9M
Public Sector Pension Investment Board 0.02% Add +5.8% 36,641 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.5% 36,469 $2.9M
Corient Private Wealth LP 0.01% Add +14.6% 36,276 $2.8M
CIBC Asset Management Inc 0.01% Reduce -6.5% 35,648 $2.8M
Alaska Permanent Fund Corp 0.04% Add +2.8% 33,843 $2.8M
Freestone Capital Holdings, LLC 0.10% Add +1.9% 34,974 $2.7M
O'shaughnessy Asset Management, LLC 0.03% Reduce -83.7% 34,629 $2.7M
Avantax Planning Partners, Inc. 0.09% Add +0.0% 34,586 $2.7M
Foster & Motley Inc. 0.18% Reduce -2.6% 33,611 $2.6M
New York Life Investment Management LLC 0.03% Reduce -0.7% 33,289 $2.6M
Dakota Wealth Management 0.06% Reduce -0.0% 32,271 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -18.7% 31,650 $2.5M
Cresset Asset Management, LLC 0.01% Add +64.5% 31,577 $2.5M
Mackenzie Financial Corp. 0.00% Reduce -2.6% 31,278 $2.5M
Quantbot Technologies LP 0.12% Add +141.8% 30,718 $2.4M
Captrust Financial Advisors 0.01% Reduce -0.5% 30,428 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -2.8% 30,411 $2.4M
Stoneridge Investment Partners LLC 0.87% New 29,300 $2.3M
Janus Henderson Group PLC 0.00% Reduce -4.0% 29,258 $2.3M
Argent Trust Co 0.10% Add +6.6% 28,467 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Add +3.7% 28,419 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -5.1% 28,385 $2.2M
Point72 (DIFC) Ltd 0.20% Reduce -18.1% 28,246 $2.2M
Mariner, LLC 0.00% Add +5.2% 28,178 $2.2M
Ostrum Asset Management 0.19% Add +85.8% 27,741 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 27,370 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -5.4% 27,193 $2.1M
Daiwa Securities Group Inc. 0.01% Add +6.5% 27,066 $2.1M
AlphaQuest LLC 0.29% Add +94.5% 27,056 $2.1M
FAS Wealth Partners, Inc. 0.18% Add +1.9% 26,847 $2.1M
Cerity Partners LLC 0.01% Reduce -3.8% 26,761 $2.1M
Point72 Hong Kong Ltd 0.13% New 26,751 $2.1M
Cornercap Investment Counsel Inc. 0.34% Add +652.0% 26,583 $2.1M
Private Advisor Group, LLC 0.01% Reduce -6.2% 26,231 $2.1M
Mercer Global Advisors Inc. 0.01% Reduce -9.1% 20,215 $2.0M
Centric Wealth Management 0.58% Add +7.0% 24,774 $2.0M
Campbell & CO Investment Adviser LLC 0.17% Reduce -40.3% 25,711 $2.0M
Twinbeech Capital LP 0.04% New 25,630 $2.0M
Ossiam 0.04% Reduce -18.2% 25,598 $2.0M
Dynamic Technology Lab Private Ltd 0.22% New 25,334 $2.0M
Sei Investments Co. 0.00% Add +4.0% 25,237 $2.0M
Jump Financial, LLC 0.04% Add +10.1% 25,232 $2.0M
Brevan Howard Capital Management LP 0.13% Add +11.1% 25,162 $2.0M
Kingsview Wealth Management, LLC 0.05% New 25,139 $2.0M
Siemens Fonds Invest GmbH 0.15% No change 24,892 $2.0M
Hohimer Wealth Management, LLC 0.45% No change 24,724 $1.9M
Two Sigma Investments, LP 0.00% New 24,688 $1.9M
AXA S.A. 0.01% New 24,350 $1.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.0% 24,295 $1.9M
Candriam S.C.A. 0.01% Add +27.8% 24,026 $1.9M
US Bancorp \de 0.00% Reduce -1.3% 23,834 $1.9M
Wedge Capital Management L L P 0.03% Reduce -1.6% 23,781 $1.9M
Commerce Bank 0.01% Add +11.7% 23,675 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.7% 23,448 $1.8M
UniSuper Management Pty Ltd 0.02% Add +61.9% 23,353 $1.8M
APG Asset Management N.V. 0.00% Add +163.6% 24,975 $1.8M
Diversified Trust Co. 0.05% Add +3.1% 23,215 $1.8M
HRT Financial LP 0.01% Reduce -93.6% 22,987 $1.8M
Lecap Asset Management Ltd. 0.39% Reduce -35.3% 22,951 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +7.0% 23,150 $1.8M
Citadel Advisors 0.00% Reduce -96.6% 22,705 $1.8M
STRS Ohio 0.01% Reduce -4.6% 22,641 $1.8M
MAI Capital Management 0.02% Add +0.4% 22,545 $1.8M
Nebula Research & Development LLC 0.29% New 22,502 $1.8M
Point72 Asia (Singapore) Pte. Ltd. 0.36% Add +15.4% 21,791 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +44.9% 21,744 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -13.8% 20,991 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.56% Reduce -1.5% 20,918 $1.6M
Handelsbanken Fonder AB 0.01% Reduce -56.0% 20,127 $1.6M
Gulf International Bank (UK) Ltd 0.04% No change 20,058 $1.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -8.4% 19,948 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +21.4% 19,928 $1.6M
Federated Hermes, Inc. 0.00% Add +7.6% 19,430 $1.5M
Bessemer Group Inc. 0.00% Reduce -0.6% 19,299 $1.5M
Inceptionr LLC 0.43% New 19,276 $1.5M
Janney Montgomery Scott LLC 0.00% Add +2.8% 18,831 $1.5M
Sound View Wealth Advisors Group, LLC 0.15% Add +8.4% 18,815 $1.5M
Nordea Investment Management AB 0.00% Add +6.6% 18,240 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.6% 18,473 $1.4M
Maryland State Retirement & Pension System 0.03% No change 18,456 $1.4M
Rockefeller Capital Management L.P. 0.00% New 18,225 $1.4M
Kestra Advisory Services, LLC 0.01% Add +3.0% 18,123 $1.4M
Columbus Macro, LLC 0.55% Reduce -4.5% 18,053 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.9% 17,719 $1.4M
Wbi Investments, LLC 0.33% New 17,571 $1.4M
iSAM Funds (UK) Ltd 1.01% New 17,243 $1.4M
GoalVest Advisory LLC 0.43% Reduce -3.6% 17,064 $1.3M
Greenwood Capital Associates LLC 0.17% Reduce -0.7% 16,937 $1.3M
Mizuho Securities USA LLC 0.03% New 16,627 $1.3M
Stifel Financial Corp. 0.00% Reduce -24.0% 16,472 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -9.4% 16,372 $1.3M
Redwood Investment Management, LLC 0.11% New 17,532 $1.3M
Kentucky Retirement Systems 0.04% Reduce -2.5% 16,249 $1.3M
Tidal Investments LLC 0.02% Reduce -39.6% 16,216 $1.3M
Montag A & Associates Inc. 0.06% Reduce -6.1% 16,192 $1.3M
Jefferies Financial Group Inc. 0.03% New 16,070 $1.3M
Mirabella Financial Services LLP 0.11% Reduce -49.2% 15,903 $1.2M
Pacer Advisors, Inc. 0.00% Add +4.3% 15,868 $1.2M
MBB Public Markets I LLC 0.03% New 15,704 $1.2M
Midland Wealth Advisors, LLC 0.07% No change 15,574 $1.2M
Sanctuary Advisors, LLC 0.01% — 14,999 $1.2M
Choreo, LLC 0.02% Add +77.1% 15,097 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -5.5% 14,980 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +1.3% 14,392 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -82.8% 14,072 $1.1M
Praxis Investment Management Inc. 0.08% No change 13,800 $1.1M
Hartford Investment Management Co. 0.04% Reduce -2.9% 13,813 $1.1M
D.A. Davidson & Co. 0.01% Add +12.8% 13,574 $1.1M
Magnetar Financial LLC 0.03% New 13,556 $1.1M
AQR Capital Management 0.00% Add +80.5% 13,451 $1.1M
HighTower Advisors, LLC 0.00% Reduce -18.0% 13,320 $1.0M
Savant Capital, LLC 0.01% Reduce -3.8% 12,736 $999K
B.O.S.S. Retirement Advisors, LLC 0.25% Reduce -25.7% 12,662 $993K
Foster Group, Inc. 0.04% Add +1.7% 12,622 $990K
M&T Bank Corp 0.00% Reduce -6.1% 12,604 $989K
Securian Asset Management, Inc. 0.03% Reduce -4.0% 12,399 $973K
Walleye Trading LLC 0.02% Add +33.4% 12,377 $971K
Louisiana State Employees Retirement System 0.02% Reduce -4.7% 12,200 $957K
M&G PLC 0.01% New 12,041 $939K
Glenmede Trust Co. NA 0.00% Reduce -2.8% 11,713 $919K
Ascent Group, LLC 0.07% Reduce -14.4% 11,689 $917K
Proquility Private Wealth Partners, LLC 0.31% Add +1.4% 11,547 $906K
Teza Capital Management LLC 0.11% New 11,461 $899K
Cwm, LLC 0.00% Add +7.3% 11,285 $885K
Hartford Funds Management Co LLC 0.08% Add +11.8% 11,177 $877K
South Dakota Investment Council 0.02% Reduce -0.1% 11,114 $872K
New Mexico Educational Retirement Board 0.03% No change 11,054 $867K
Modern Wealth Management, LLC 0.06% Add +12.9% 11,006 $863K
BBR Partners, LLC 0.07% No change 11,000 $863K
Park Edge Advisors, LLC 0.26% No change 10,891 $854K
Truist Financial Corp. 0.00% Reduce -15.2% 10,817 $849K
Denali Advisors LLC 0.23% Add +61.7% 10,748 $843K
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 10,738 $842K
Oppenheimer & Co. Inc. 0.01% Add +3.7% 10,731 $842K
Metis Global Partners, LLC 0.03% Reduce -0.3% 10,697 $839K
Martin Capital Partners, LLC 0.34% Reduce -2.7% 10,690 $839K
West Bancorporation Inc. 0.62% No change 10,610 $832K
LSV Asset Management 0.00% Reduce -7.8% 10,600 $832K
IFP Advisors, Inc 0.03% Add +43.8% 10,424 $818K
E. Ohman J:or Asset Management AB 0.02% No change 10,300 $808K
PSI Advisors, LLC 0.26% No change 10,284 $807K
Ausdal Financial Partners, Inc. 0.08% Reduce -0.1% 10,084 $791K
Blueshift Asset Management, LLC 0.27% Add +248.2% 10,063 $789K
Sunbelt Securities, Inc. 0.08% Add +38.7% 9,877 $775K
Holderness Investments Co. 0.18% Reduce -0.5% 9,855 $773K
Guggenheim Capital LLC 0.01% Reduce -45.4% 9,817 $770K
Seven Eight Capital, LP 0.08% Reduce -49.8% 9,691 $760K
iA Global Asset Management Inc. 0.01% Add +497.5% 9,667 $758K
Steward Partners Investment Advisory, LLC 0.01% Add +12.0% 9,630 $755K
Adams Wealth Management 0.17% Reduce -21.6% 9,588 $752K
CacheTech Inc. 0.17% — 9,588 $752K
Rakuten Investment Management, Inc. 0.00% Add +55.9% 9,449 $751K
Obermeyer Wealth Partners 0.04% No change 9,511 $746K
Basepoint Wealth LLC 0.59% Reduce -0.3% 9,509 $746K
HighPoint Advisor Group LLC 0.04% Add +0.9% 8,886 $727K
Park Avenue Securities LLC 0.01% Reduce -9.0% 9,223 $724K
Elevated Capital Advisors, LLC 0.20% New 9,185 $721K
Argonautica Private Wealth Management, Inc. 0.24% Add +45.9% 9,068 $711K
Independent Advisor Alliance 0.02% Add +41.7% 9,025 $708K
LGT Group Foundation 0.01% New 9,000 $706K
XTX Topco Ltd 0.06% New 8,943 $702K
Allworth Financial LP 0.00% Add +1.1% 8,160 $691K
Pinion Investment Advisors, LLC 0.34% Add +6.9% 8,790 $690K
Rockland Trust Co. 0.04% Add +0.3% 8,777 $689K
Legacy Financial Group LLC 0.13% Add +5.1% 8,741 $686K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -40.5% 8,716 $684K
Pinnacle Associates Ltd. 0.01% Reduce -6.0% 8,671 $680K
Pearl River Capital, LLC 0.11% New 8,643 $678K
UMB Bank, n.a. 0.01% Reduce -20.9% 8,578 $673K
City State Bank 0.27% Add +4.2% 8,562 $672K
Petrus Trust Company, LTA 0.06% No change 8,411 $660K
Lion Street Advisors, LLC 0.24% Reduce -0.3% 8,387 $658K
Fifth Third Bancorp 0.00% Add +0.9% 8,319 $653K
OMERS ADMINISTRATION Corp 0.01% New 8,283 $650K
Sherbrooke Park Advisers LLC 0.11% Add +33.9% 8,208 $644K
Strategy Asset Managers LLC 0.14% New 8,474 $643K
Plimoth Trust Co. LLC 0.17% Reduce -4.9% 8,063 $633K
Fox Run Management, L.L.C. 0.12% Reduce -30.6% 8,041 $631K
Vinva Investment Management Ltd 0.03% Add +0.6% 7,919 $629K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.5% 8,007 $628K
NBT Bank, N.A. 0.04% New 8,000 $628K
Bridgeway Capital Management, LLC 0.01% Reduce -78.3% 8,000 $628K
Wolff Financial Management LLC 0.45% No change 7,815 $613K
Townsquare Capital LLC 0.01% Add +3.6% 7,784 $611K
Two Sigma Securities, LLC 0.03% New 7,745 $608K
Empirical Finance, LLC 0.04% Reduce -8.9% 7,733 $607K
Norinchukin Bank, The 0.02% Add +0.6% 7,692 $603K
nVerses Capital, LLC 0.36% New 7,600 $596K
Conning Inc. 0.02% Reduce -74.2% 7,541 $592K
Vivid Wealth Management, LLC 0.33% Add +0.0% 7,533 $591K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -2.6% 7,386 $579K
Scientech Research LLC 0.12% New 7,374 $578K
United Capital Financial Advisors, LLC 0.00% Reduce -3.7% 7,329 $575K
Steele Capital Management, Inc. 0.03% Reduce -2.3% 7,319 $574K
OmniStar Financial Group, Inc. 0.52% Reduce -1.6% 7,263 $570K
Gilbert & Cook, Inc. 0.08% Reduce -0.1% 7,210 $566K
Federation des caisses Desjardins du Quebec 0.00% Add +31.6% 7,202 $565K
Hillsdale Investment Management Inc. 0.04% No change 7,160 $562K
Carret Asset Management, LLC 0.07% No change 7,156 $561K
Mokosak Advisory Group, LLC 0.19% No change 7,151 $561K
Trivium Point Advisory, LLC 0.08% Add +2.4% 7,065 $554K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -3.9% 6,955 $546K
Vident Advisory, LLC 0.01% Reduce -8.6% 6,942 $545K
NEOS Investment Management LLC 0.02% Add +40.3% 6,936 $544K
Avantax Advisory Services, Inc. 0.00% New 6,889 $540K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.4% 6,863 $538K
Greenleaf Trust 0.01% Add +4.0% 6,813 $534K
Palisade Asset Management, LLC 0.06% No change 6,800 $533K
V-Square Quantitative Management LLC 0.09% Add +8.4% 6,758 $530K
Iowa State Bank 0.12% Reduce -15.5% 6,737 $529K
Entropy Technologies, LP 0.06% New 6,674 $524K
Vontobel Holding Ltd. 0.00% Reduce -4.4% 6,647 $521K
Merit Financial Group, LLC 0.01% Reduce -4.0% 6,639 $521K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -12.0% 6,601 $518K
Romano Brothers and Company 0.07% No change 6,485 $509K
Sompo Asset Management Co., Ltd. 0.09% Add +7.5% 6,460 $507K
Forum Financial Management, LP 0.01% Reduce -6.5% 6,433 $505K
Capital Investment Advisors, LLC 0.01% Add +10.8% 6,428 $504K
Qsemble Capital Management, LP 0.09% Reduce -65.1% 6,366 $499K
First Trust Direct Indexing L.P. 0.03% Add +23.3% 6,320 $496K
Hilltop National Bank 0.16% No change 6,299 $494K
Farther Finance Advisors, LLC 0.02% Add +2.2% 6,325 $493K
Premier Path Wealth Partners, LLC 0.08% Reduce -1.2% 6,286 $493K
Ieq Capital, LLC 0.01% Add +16.6% 6,274 $492K
Venture Visionary Partners LLC 0.02% Add +0.0% 6,256 $491K
Regions Financial Corp. 0.00% Add +0.2% 6,250 $490K
Caprock Group, LLC 0.02% Add +20.3% 6,223 $488K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.0% 6,216 $488K
Impact Partnership Wealth, LLC 0.13% New 6,144 $482K
Hilltop Holdings Inc. 0.06% Add +0.2% 6,118 $480K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 6,112 $479K
Plato Investment Management Ltd 0.04% No change 5,993 $470K
Gentry Private Wealth, LLC 0.40% — 5,814 $456K
Equitable Holdings, Inc. 0.00% Add +0.9% 5,810 $456K
Oak Thistle LLC 0.34% New 5,792 $454K
Marquette Asset Management, LLC 0.08% Reduce -5.9% 5,702 $447K
Syon Capital LLC 0.04% Add +0.9% 5,673 $445K
Coldstream Capital Management Inc. 0.01% Add +1.5% 5,599 $439K
Legacy Financial Advisors, Inc. 0.08% Add +2.7% 5,575 $437K
Lido Advisors, LLC 0.00% Add +17.6% 5,543 $435K
Concourse Financial Group Securities, Inc. 0.03% Reduce -1.4% 5,526 $434K
Apollon Wealth Management, LLC 0.01% Add +7.8% 5,504 $432K
Heartland Bank & Trust Co 0.24% Add +4.5% 5,496 $431K
Twin Capital Management Inc. 0.05% Reduce -1.1% 5,449 $427K
My Legacy Advisors, LLC 0.14% Add +4.9% 5,440 $427K
Buckingham Strategic Wealth, LLC 0.00% Reduce -2.1% 5,440 $427K
Waldron Private Wealth LLC 0.02% Add +0.7% 5,370 $421K
Bleakley Financial Group, LLC 0.01% Add +3.4% 5,334 $418K
Simplicity Wealth,LLC 0.01% Add +3.4% 5,334 $418K
Capula Management Ltd 0.00% New 5,270 $413K
Jacobi Capital Management LLC 0.04% Reduce -0.9% 5,253 $412K
Investment Management Corp of Ontario 0.01% Add +36.6% 5,220 $410K
Benin Management CORP 0.12% No change 5,200 $408K
Nicolet Bankshares Inc. 0.08% Reduce -5.1% 5,143 $403K
Aquatic Capital Management LLC 0.01% New 5,100 $400K
Csenge Advisory Group 0.02% Reduce -11.1% 5,033 $395K
Beacon Financial Group 0.04% Reduce -0.8% 5,021 $394K
Blair William & Co. 0.00% Add +2.2% 5,013 $393K
NorthRock Partners, LLC 0.01% Add +16.9% 5,012 $393K
Erste Asset Management GmbH 0.01% No change 4,900 $389K
Hancock Whitney Corp. 0.01% Reduce -0.1% 4,963 $389K
Focus Partners Advisor Solutions, LLC 0.01% Add +6.4% 4,951 $388K
Harbor Capital Advisors, Inc. 0.03% Add +0.2% 4,947 $388K
NewEdge Advisors, LLC 0.00% Reduce -15.9% 4,886 $383K
Vestcor Inc 0.01% No change 4,663 $366K
MML Investors Services, LLC 0.00% Reduce -9.3% 4,658 $365K
Maven Securities LTD 0.06% New 4,650 $365K
Boothbay Fund Management, LLC 0.01% New 4,635 $364K
Catalyst Funds Management Pty Ltd 0.10% Reduce -69.1% 4,600 $361K
Paloma Partners Management Co 0.04% New 4,543 $356K
Benjamin F. Edwards & Company, Inc. 0.01% Add +3.7% 4,504 $354K
Resolute Wealth Strategies, LLC 0.20% Add +0.3% 4,474 $351K
Arete Wealth Advisors, LLC 0.03% New 4,431 $348K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.4% 4,405 $346K
Wedbush Securities Inc. 0.01% Reduce -2.8% 4,333 $340K
Fuller & Thaler Asset Management, Inc. 0.00% Add +120.7% 4,288 $336K
Ground Swell Capital, LLC 0.32% New 4,241 $333K
Focus Partners Wealth 0.00% Add +38.2% 4,215 $331K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,155 $326K
180 Wealth Advisors, LLC 0.05% Reduce -8.4% 3,831 $321K
Prudential PLC 0.00% No change 4,081 $320K
Capstone Investment Advisors, LLC 0.01% Add +27.6% 4,045 $317K
Burney Co./ 0.01% Reduce -16.2% 4,043 $317K
Seeds Investor LLC 0.16% Add +39.5% 3,978 $312K
Nilsine Partners, LLC 0.04% Add +7.1% 3,974 $312K
DoubleLine ETF Adviser LP 0.08% Reduce -3.2% 3,966 $311K
Sonora Investment Management Group, LLC 0.02% No change 3,600 $311K
Pinebridge Investments, L.P. 0.00% Reduce -76.9% 3,887 $305K
Waverly Advisors, LLC 0.01% Add +4.7% 3,882 $305K
Robinson Smith Wealth Advisors LLC 0.26% Add +0.1% 3,824 $300K
Stratos Wealth Partners, LTD. 0.00% Add +1.3% 3,799 $298K
9258 Wealth Management, LLC 0.05% Reduce -0.5% 3,765 $295K
Glaxis Capital Management, LLC 0.51% Reduce -74.5% 3,733 $293K
GTS Securities LLC 0.01% New 3,720 $292K
Sageworth Trust Co of South Dakota 0.43% Reduce -1.6% 3,697 $290K
Farmers & Merchants Investments Inc. 0.01% No change 3,696 $290K
Relative Value Partners Group, LLC 0.04% New 3,632 $285K
Lake Street Private Wealth, LLC 0.04% Reduce -2.2% 3,632 $285K
Lake Street Advisors Group, LLC 0.01% Reduce -8.5% 3,607 $283K
Iron Horse Wealth Management, LLC 0.11% No change 3,599 $282K
Renaissance Group LLC 0.01% Add +2.8% 3,581 $281K
GAMMA Investing LLC 0.04% Add +83.9% 3,572 $280K
Empowered Funds, LLC 0.00% Add +12.1% 3,560 $279K
HBK Sorce Advisory LLC 0.01% Add +2.8% 3,560 $279K
Regal Investment Advisors LLC 0.02% Reduce -5.4% 3,534 $277K
Keybank National Association 0.00% Add +1.3% 3,531 $277K
Ellevest, Inc. 0.02% Reduce -29.6% 3,503 $275K
MQS Management LLC 0.16% New 3,436 $270K
Oldfather Financial Services, LLC 0.11% New 3,414 $268K
Raymond James Trust N.A. 0.01% Add +1.2% 3,397 $266K
Mgo One Seven LLC 0.01% Add +28.6% 3,395 $266K
Symmetry Partners, LLC 0.01% No change 3,395 $266K
Brooklyn Investment Group 0.11% No change 3,070 $264K
LVW Advisors, LLC 0.04% New 3,336 $262K
Paragon Capital Management Ltd 0.05% New 3,333 $261K
Belpointe Asset Management LLC 0.02% Add +5.1% 3,332 $261K
Keeler & Nadler Financial Planning & Wealth Management 0.14% No change 3,332 $261K
Transamerica Financial Advisors, LLC 0.03% No change 3,275 $257K
First Citizens Financial Corp 0.15% No change 3,261 $256K
Centennial Wealth Advisory LLC 0.11% Reduce -20.6% 3,228 $253K
Rothschild Investment LLC 0.02% Reduce -4.0% 3,192 $250K
CENTRAL TRUST Co 0.01% No change 3,179 $249K
Koshinski Asset Management, Inc. 0.02% Reduce -5.5% 3,081 $249K
Chesley Taft & Associates LLC 0.01% Add +0.1% 3,159 $248K
Verdence Capital Advisors LLC 0.02% Reduce -67.2% 3,145 $247K
Profund Advisors LLC 0.01% Reduce -3.9% 3,137 $246K
Horizon Investments, LLC 0.01% Reduce -0.4% 3,133 $246K
Nomura Holdings Inc. 0.00% New 3,120 $245K
SageView Advisory Group, LLC 0.02% New 3,102 $243K
Pitcairn Co. 0.01% Add +5.0% 3,096 $243K
Daymark Wealth Partners, LLC 0.01% New 3,083 $242K
Laurion Capital Management LP 0.01% Reduce -62.3% 3,077 $241K
Jackson, Grant Investment Advisers, Inc. 0.10% No change 3,071 $241K
HB Wealth Management, LLC 0.00% Add +9.0% 3,044 $239K
Wedmont Private Capital 0.01% Add +9.9% 2,776 $236K
Security National Bank of So Dak 0.14% No change 3,000 $235K
Glassy Mountain Advisors, Inc. 0.09% No change 3,000 $235K
Sciencast Management LP 0.08% Reduce -62.9% 3,000 $235K
Shepherd Financial Partners LLC 0.03% Add +12.9% 3,000 $235K
Brown Advisory Inc. 0.00% New 2,994 $235K
Longfellow Investment Management Co. LLC 0.06% Add +0.7% 2,980 $234K
International Private Wealth Advisors LLC 0.39% Reduce -24.8% 2,935 $230K
Concurrent Investment Advisors, LLC 0.01% New 2,908 $228K
Ballentine Partners, LLC 0.00% Add +5.0% 2,906 $228K
Northwest Wealth Management, LLC 0.06% Add +0.3% 2,884 $226K
Sequoia Financial Advisors, LLC 0.00% Add +14.7% 2,864 $225K
Checchi Capital Advisers, LLC 0.02% No change 2,835 $222K
Snowden Capital Advisors LLC 0.01% Add +0.3% 2,835 $222K
Brighton Jones LLC 0.01% Add +1.5% 2,822 $221K
Prossimo Advisors, LLC 0.20% Add +0.7% 2,803 $220K
SVB Wealth LLC 0.01% Reduce -23.0% 2,801 $220K
Security National Bank 0.03% No change 2,795 $219K
Brown Brothers Harriman & Co. 0.00% Add +964.1% 2,788 $219K
Kinloch Capital, LLC 0.11% Add +5.9% 2,785 $218K
Signaturefd, LLC 0.00% Add +0.2% 2,781 $218K
Park National Corp. 0.01% No change 2,780 $218K
Meeder Advisory Services, Inc. 0.02% New 2,772 $218K
Acropolis Investment Management, LLC 0.01% Reduce -4.1% 2,753 $216K
Virtu Financial LLC 0.01% New 2,723 $214K
Geller Advisors LLC 0.02% Add +7.4% 2,702 $212K
Advisory Services Network, LLC 0.00% Reduce -2.1% 2,700 $212K
Whittier Trust Co. 0.00% Add +7.4% 2,685 $211K
Trust Asset Management LLC 0.02% No change 2,678 $210K
Westmount Partners, LLC 0.07% No change 2,687 $210K
Graypoint LLC 0.01% Add +5.6% 2,654 $208K
Aptus Capital Advisors, LLC 0.00% Add +2.8% 2,651 $208K
Ameritas Investment Partners, Inc. 0.01% No change 2,638 $207K
Essex Financial Services, Inc. 0.02% New 2,756 $205K
Advisory Alpha, LLC 0.01% Reduce -5.7% 2,586 $203K
Mather Group, Llc. 0.00% Add +10.9% 2,348 $203K
Sageworth Trust Co 0.01% No change 2,577 $202K
Atria Investments, Inc 0.00% New 2,571 $202K
CIBC Private Wealth Group LLC 0.00% Reduce -2.2% 2,554 $200K
Leavell Investment Management, Inc. 0.01% Add +4.0% 2,555 $200K
FinTrust Capital Advisors, LLC 0.04% Add +13.4% 2,494 $196K
Huntington National Bank 0.00% Add +0.8% 2,490 $195K
Tsfg, LLC 0.05% No change 2,479 $194K
Balefire, LLC 0.07% No change 2,462 $193K
West Financial Advisors, LLC 0.04% Reduce -1.3% 2,431 $191K
EntryPoint Capital, LLC 0.08% New 2,199 $173K
Assetmark, Inc. 0.00% Add +6.4% 2,185 $171K
Quadrant Capital Group LLC 0.01% Add +11.3% 2,153 $169K
Continuum Advisory, LLC 0.02% Reduce -7.5% 2,112 $166K
Principal Securities, Inc. 0.00% Add +45.4% 2,100 $165K
Harbour Investments, Inc. 0.01% Add +0.1% 2,028 $159K
Parallel Advisors, LLC 0.00% Add +17.5% 2,025 $159K
International Assets Investment Management, LLC 0.01% New 1,975 $155K
Atlas Capital Advisors Inc. 0.02% No change 1,886 $148K
Jones Financial Companies LLLP 0.00% Add +301.3% 1,854 $145K
Silvant Capital Management LLC 0.01% No change 1,747 $137K
GeoWealth Management, LLC 0.01% Reduce -27.6% 1,725 $135K
Blue Trust, Inc. 0.00% Add +214.6% 1,554 $134K
Bokf, NA 0.00% Reduce -2.9% 1,699 $133K
Gradient Investments LLC 0.00% Add +158.8% 1,610 $126K
Harbor Investment Advisory, LLC 0.01% Add +0.2% 1,579 $124K
Ashton Thomas Private Wealth, LLC 0.01% New 1,554 $122K
JNBA Financial Advisors 0.01% No change 1,532 $120K
Legacy Bridge, LLC 0.07% Reduce -51.7% 1,520 $119K
Nemes Rush Group LLC 0.02% No change 1,504 $118K
Abich Financial Wealth Management LLC 0.08% New 1,464 $115K
Capital Analysts, LLC 0.01% Add +4.6% 1,445 $113K
Richardson Financial Services Inc. 0.08% Reduce -9.5% 1,430 $112K
Hills Bank & Trust Co 0.01% No change 1,402 $110K
Global Retirement Partners, LLC 0.00% Add +8.3% 1,401 $110K
Laffer Tengler Investments, Inc. 0.03% No change 1,392 $109K
TCTC Holdings, LLC 0.00% No change 1,380 $108K
JFS Wealth Advisors, LLC 0.01% Add +1.8% 1,360 $107K
Manchester Capital Management LLC 0.01% Add +25.4% 1,315 $103K
Quent Capital, LLC 0.01% Add +0.3% 1,281 $100K
Capital Advisors, Ltd. LLC 0.01% No change 1,249 $98K
Clarity Asset Management, Inc. 0.07% Add +0.3% 1,217 $95K
Quarry LP 0.04% New 1,157 $91K
CoreCap Advisors, LLC 0.01% No change 1,102 $86K
Andra AP-fonden 0.00% Reduce -94.7% 1,100 $86K
Olistico Wealth, LLC 0.05% New 1,097 $86K
Smartleaf Asset Management LLC 0.01% Add +28.6% 1,074 $85K
Deseret Mutual Benefit Administrators 0.04% No change 1,085 $85K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 950 $83K
Cullen/Frost Bankers, Inc. 0.00% Add +298.9% 1,037 $81K
Westpac Banking Corp. 0.01% Reduce -44.6% 1,029 $81K
Duncker Streett & Co. Inc. 0.02% No change 1,010 $79K
Bfsg, LLC 0.01% Add +4.7% 1,003 $79K
Pingora Partners LLC 0.06% Reduce -13.0% 1,000 $78K
Venturi Wealth Management, LLC 0.00% Add +47.6% 989 $78K
EverSource Wealth Advisors, LLC 0.01% Add +18.2% 930 $76K
Pinnacle Bancorp, Inc. 0.02% No change 951 $75K
Avior Wealth Management, LLC 0.00% Reduce -5.5% 942 $74K
CVA Family Office, LLC 0.01% Add +0.7% 931 $73K
AdvisorNet Financial, Inc 0.01% Reduce -0.3% 903 $71K
Geneos Wealth Management Inc. 0.00% No change 893 $70K
TFC Financial Management, Inc. 0.01% Add +2475.8% 850 $67K
First Community Trust NA 0.05% No change 817 $64K
Johnson Financial Group, Inc. 0.00% No change 804 $63K
ORG Partners LLC 0.01% Add +334.8% 787 $62K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -27.7% 782 $61K
Valley National Advisers Inc. 0.01% Add +1.9% 786 $61K
Stephens Consulting, LLC 0.02% No change 725 $57K
City Holding Co. 0.01% Add +8.4% 708 $56K
Godsey & Gibb, Inc. 0.01% No change 700 $55K
RE Dickinson Investment Advisors, LLC 0.03% Add +0.9% 697 $55K
WFA Asset Management Corp 0.03% Add +0.6% 688 $54K
Arax Advisory Partners 0.01% Add +151.2% 658 $52K
Plante Moran Financial Advisors, LLC 0.01% Add +18.3% 646 $51K
WR Wealth Planners, LLC 0.02% Add +2.7% 643 $50K
First Command Advisory Services, Inc. 0.00% No change 628 $49K
MCF Advisors LLC 0.00% Add +55.6% 613 $48K
Winch Advisory Services, LLC 0.01% Add +0.7% 606 $48K
Parkside Financial Bank & Trust 0.01% Reduce -0.2% 592 $46K
Hazlett, Burt & Watson, Inc. 0.02% No change 583 $46K
Sit Investment Associates Inc. 0.00% No change 575 $45K
Clean Yield Group 0.02% No change 559 $44K
Innealta Capital, LLC 0.01% New 549 $43K
Stilwell Value LLC 0.03% No change 547 $43K
Hexagon Capital Partners LLC 0.01% Add +3.6% 524 $41K
Clearstead Advisors, LLC 0.00% Reduce -27.3% 523 $41K
Dynamic Wealth Strategies, LLC 0.04% No change 528 $41K
Anchor Investment Management, LLC 0.00% No change 514 $40K
Harvest Fund Management Co., Ltd 0.00% Reduce -78.7% 506 $40K
Global Financial Private Client, LLC 0.02% No change 500 $39K
PrairieView Partners, LLC 0.00% No change 499 $39K
Motco 0.00% No change 494 $39K
Cromwell Holdings LLC 0.02% — 490 $38K
St Germain D J Co. Inc. 0.00% No change 489 $38K
Asset Dedication, LLC 0.00% Add +6.4% 482 $38K
Private Ocean, LLC 0.00% Reduce -13.9% 477 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Add +18.8% 468 $37K
Fortis Group Advisors, LLC 0.01% No change 458 $36K
Bell Investment Advisors, Inc 0.01% No change 449 $35K
Paladin Advisory Group, LLC 0.03% No change 449 $35K
GPS Wealth Strategies Group, LLC 0.01% Add +9.9% 444 $35K
Leonteq Securities AG 0.00% No change 436 $34K
Family Firm, Inc. 0.01% New 419 $33K
NFSG Corp 0.01% No change 418 $33K
Brown, Lisle/Cummings, Inc. 0.01% No change 416 $33K
Boyd Watterson Asset Management LLC 0.01% No change 415 $33K
Planning Capital Management Corp 0.02% No change 396 $31K
Riverview Trust Co 0.03% No change 396 $31K
Miller Wealth Advisors, LLC 0.02% No change 396 $31K
Spire Wealth Management 0.00% Add +1.3% 381 $30K
Riggs Asset Managment Co. Inc. 0.01% No change 372 $29K
Toth Financial Advisory Corp. 0.00% No change 365 $29K
Sugarloaf Wealth Management, LLC 0.01% No change 364 $29K
TD Private Client Wealth LLC 0.00% Add +13.0% 356 $28K
GHP Investment Advisors, Inc. 0.00% Add +50.9% 341 $27K
Concord Wealth Partners 0.00% Reduce -89.3% 337 $26K
EdgeRock Capital LLC 0.02% New 325 $26K
Lindbrook Capital, LLC 0.00% Add +116.9% 321 $25K
Providence Capital Advisors, LLC 0.01% No change 320 $25K
Financial Perspectives, Inc 0.01% No change 314 $25K
HighMark Wealth Management LLC 0.01% No change 310 $24K
Fortitude Family Office, LLC 0.01% No change 304 $24K
ICA Group Wealth Management, LLC 0.01% No change 300 $24K
Old Second National Bank of Aurora 0.01% No change 300 $24K
Bogart Wealth, LLC 0.00% No change 300 $24K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -56.2% 296 $23K
Halpern Financial, Inc. 0.01% No change 296 $23K
First Pacific Financial 0.01% No change 295 $23K
Advantage Trust Co 0.02% No change 293 $23K
Larson Financial Group LLC 0.00% Add +1971.4% 290 $23K
First Horizon Advisors, Inc. 0.00% Add +2.1% 288 $23K
North Star Investment Management Corp. 0.00% No change 277 $22K
Hoertkorn Richard Charles 0.01% No change 272 $21K
Center for Financial Planning, Inc. 0.00% No change 264 $21K
Versant Capital Management, Inc 0.01% Add +471.1% 257 $20K
Private Trust Co. NA 0.00% No change 250 $20K
Caldwell Trust Co 0.00% No change 235 $18K
Colonial Trust Co / SC 0.00% Reduce -55.6% 229 $18K
Cassady Schiller Wealth Management, LLC 0.01% No change 225 $18K
Bruce G. Allen Investments, LLC 0.01% No change 221 $17K
Key Financial Inc 0.00% No change 219 $17K
Beacon Capital Management, LLC 0.00% Add +36.5% 217 $17K
Covestor Ltd 0.01% Reduce -82.8% 214 $17K
MV Capital Management, Inc. 0.00% Reduce -77.9% 215 $17K
SRH Advisors, LLC 0.01% No change 211 $17K
Strategic Investment Solutions, Inc. 0.01% — 189 $15K
Cultivar Capital, Inc. 0.01% New 196 $15K
Institutional & Family Asset Management, LLC 0.00% No change 195 $15K
Union Savings Bank 0.01% No change 195 $15K
Smithfield Trust Co 0.00% No change 190 $15K
Wetzel Investment Advisors, Inc. 0.01% No change 172 $15K
Redwood Wealth Management Group, LLC 0.01% New 180 $14K
Lanark Financial, Inc. 0.00% No change 190 $14K
Great Lakes Retirement, Inc. 0.00% New 176 $14K
Raleigh Capital Management Inc. 0.01% Add +28.9% 174 $14K
Investors Research Corp 0.00% No change 173 $14K
Hobbs Group Advisors, LLC 0.01% — 172 $13K
Private Wealth Management Group, LLC 0.01% No change 161 $13K
Zions Bancorporation, N.A. 0.00% Reduce -4.8% 157 $12K
Creative Financial Designs Inc. 0.00% Add +0.7% 146 $11K
GW&K Investment Management, LLC 0.00% Add +11.5% 136 $11K
New Millennium Group LLC 0.01% New 136 $11K
Gilliland Jeter Wealth Management LLC 0.00% No change 131 $10K
Exchange Traded Concepts, LLC 0.00% Add +20.4% 130 $10K
Sachetta, LLC 0.00% Add +6.1% 122 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 123 $10K
Coppell Advisory Solutions LLC 0.00% — 122 $10K
Painted Porch Advisors LLC 0.01% New 119 $9K
Mendota Financial Group, LLC 0.01% No change 118 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 117 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 103 $9K
TD Waterhouse Canada Inc. 0.00% No change 112 $9K
REAP Financial Group, LLC 0.00% Add +0.9% 110 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $9K
Peoples Bank 0.01% No change 110 $9K
Tucker Asset Management LLC 0.00% No change 109 $9K
Salomon & Ludwin, LLC 0.00% Reduce -78.2% 109 $9K
Bray Capital Advisors 0.00% No change 101 $8K
Financial Network Wealth Advisors LLC 0.01% New 100 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $8K
Atwood & Palmer Inc. 0.00% No change 100 $8K
Cornerstone Planning Group LLC 0.00% Reduce -13.2% 105 $8K
Ancora Advisors LLC 0.00% Reduce -87.5% 90 $7K
Westend Capital Management, LLC 0.00% No change 80 $6K
Eagle Bay Advisors LLC 0.00% No change 78 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 78 $6K
Financial Management Professionals, Inc. 0.00% No change 76 $6K
McIlrath & Eck, LLC 0.00% No change 71 $6K
Frazier Financial Advisors, LLC 0.00% No change 66 $5K
Globeflex Capital L P 0.00% No change 63 $5K
Crewe Advisors LLC 0.00% No change 61 $5K
SouthState Bank Corp 0.00% New 57 $4K
Unique Wealth Strategies, LLC 0.00% New 51 $4K
Davis Capital Management 0.00% No change 46 $4K
Archer Investment Corp 0.00% No change 44 $3K
Abound Wealth Management 0.00% No change 41 $3K
Raffa Wealth Management, LLC 0.00% No change 41 $3K
Sandy Spring Bank 0.00% New 38 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 35 $3K
Prestige Wealth Management Group LLC 0.00% No change 34 $3K
Carolinas Wealth Consulting LLC 0.00% Add +17.2% 34 $3K
SJS Investment Consulting Inc. 0.00% No change 34 $3K
LRI Investments, LLC 0.00% No change 26 $2K
Lazard Asset Management LLC 0.00% Reduce -18.6% 35 $2K
Valued Wealth Advisors LLC 0.00% No change 23 $2K
Guardian Wealth Management, Inc. 0.00% No change 23 $2K
Dunhill Financial, LLC 0.00% No change 20 $2K
Global Wealth Strategies & Associates 0.00% No change 20 $2K
Valley Wealth Managers, Inc. 0.00% New 20 $2K
West Paces Advisors Inc. 0.00% No change 19 $1K
Aspect Partners, LLC 0.00% Add +54.5% 17 $1K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
Horizon Financial Services, LLC 0.00% No change 14 $1K
Avion Wealth 0.00% No change 14 $1K
Penserra Capital Management LLC 0.00% No change 18 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +233.3% 10 $785
Group One Trading LLC 0.00% Reduce -99.5% 10 $785
Ruedi Wealth Management, Inc. 0.00% New 8 $628
Cherry Tree Wealth Management, LLC 0.00% No change 8 $628
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -42.9% 8 $628
Strategic Financial Concepts, LLC 0.00% New 40,250 $492
Nvwm, LLC 0.00% No change 5 $392
Rosenberg Matthew Hamilton 0.00% No change 5 $390
Opal Wealth Advisors, LLC 0.00% New 3 $236
SOA Wealth Advisors, LLC. 0.00% No change 1 $87
Salem Investment Counselors Inc. 0.00% Reduce -99.5% 1 $79
WestEnd Advisors, LLC 0.00% No change 1 $78
RFP Financial Group LLC 0.00% Reduce -50.0% 1 $78
McClarren Financial Advisors, Inc. 0.00% Reduce -80.4% 156 $63
Y.D. More Investments Ltd 0.00% New 117 $24

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