Principal Financial GroupPFG

13F holders, Q3 2025 (September 30)
829holders +15
72new positions
52sold out
8famous investors
$82.97avg. 13F price*

At the end of Q3 2025, 829 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 15 from Q2 2025. 72 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.7B) and Nippon Life Insurance Co. ($1.5B). 8 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$68.5M
Exits52$55.8M

All 13F filers, Q2 2025 → Q3 2025: 6,763,044 shares bought and 10,004,538 shares sold, net −3,241,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 829 holders

Vanguard Group Inc. 0.03% Reduce -0.8% 27,131,356 $2.2B
BlackRock, Inc. 0.03% Reduce -0.9% 20,026,704 $1.7B
Nippon Life Insurance Co. 25.31% No change 18,137,000 $1.5B
State Street Corp. 0.03% Reduce -1.2% 10,560,056 $875.5M
Bank of America Corp. 0.05% Reduce -31.9% 8,426,764 $698.7M
Geode Capital Management, LLC 0.03% Add +2.4% 5,617,443 $463.9M
Victory Capital Management Inc. 0.19% Reduce -9.0% 3,906,748 $323.9M
Dimensional Fund Advisors LP 0.07% Add +0.0% 3,766,362 $312.3M
Northern Trust Corp. 0.04% Reduce -0.5% 3,468,764 $287.6M
Invesco Ltd. 0.04% Add +23.2% 3,376,797 $280.0M
Morgan Stanley 0.02% Reduce -4.7% 3,024,188 $250.7M
Goldman Sachs Group Inc. 0.03% Add +22.4% 2,363,135 $195.9M
UBS Group AG 0.03% Add +62.3% 2,023,880 $167.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -14.3% 1,799,149 $149.2M
Royal Bank of Canada 0.02% Reduce -3.5% 1,675,800 $138.9M
Legal & General Group Plc 0.03% Add +2.1% 1,615,616 $134.0M
Amundi 0.04% Reduce -13.9% 1,542,925 $129.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.6% 1,444,405 $119.8M
Bank of New York Mellon Corp 0.02% Reduce -8.5% 1,234,629 $102.4M
AQR Capital Management 0.06% Add +84.9% 1,103,565 $90.9M
Deutsche Bank AG 0.03% Add +0.4% 1,054,450 $87.4M
JPMorgan Chase & Co. 0.01% Reduce -4.5% 977,625 $81.1M
AustralianSuper Pty Ltd 0.32% Reduce -17.7% 817,959 $67.8M
BNP Paribas Financial Markets 0.05% Add +53.6% 804,141 $66.7M
HSBC Holdings PLC 0.04% Reduce -29.3% 797,708 $65.9M
Assenagon Asset Management S.A. 0.09% Add +1048.8% 697,735 $57.8M
Qube Research & Technologies Ltd 0.08% Reduce -23.6% 688,538 $57.1M
Barclays PLC 0.02% Reduce -15.1% 669,856 $55.5M
Swiss National Bank 0.03% Reduce -5.1% 646,300 $53.6M
Man Group plc 0.10% Add +199.1% 637,358 $52.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +13.4% 624,468 $51.8M
FMR LLC 0.00% Reduce -1.1% 609,932 $50.6M
Swiss Life Asset Management Ltd 0.26% Add +1.3% 594,297 $49.3M
First Trust Advisors LP 0.04% Reduce -16.0% 580,047 $48.1M
Massachusetts Financial Services Co. 0.01% Reduce -7.8% 561,314 $46.5M
Nuveen, LLC 0.01% Reduce -1.4% 560,129 $46.4M
Rhumbline Advisers 0.03% Add +1.7% 492,804 $40.9M
Bridgewater Associates 0.16% Add +8.9% 491,533 $40.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.3% 433,407 $35.9M
Marshall Wace, LLP 0.04% Add +3.9% 427,014 $35.4M
California Public Employees Retirement System 0.02% Add +5.1% 425,383 $35.3M
Two Sigma Investments, LP 0.06% Add +20.8% 419,129 $34.7M
Conning Inc. 1.19% Reduce -8.0% 409,864 $34.0M
North Star Asset Management Inc. 1.33% Reduce -1.7% 395,121 $32.8M
California State Teachers Retirement System 0.03% Reduce -0.1% 394,625 $32.7M
National Pension Service 0.03% Add +1.5% 388,046 $32.2M
Rakuten Investment Management, Inc. 0.11% — 223,450 $31.3M
Arrowstreet Capital, Limited Partnership 0.02% Add +276.3% 372,433 $30.9M
Trust Point Inc. 2.47% Reduce -0.0% 369,624 $30.6M
Voloridge Investment Management, LLC 0.09% Reduce -26.2% 327,368 $27.1M
Two Sigma Advisers, LP 0.05% Add +16.5% 319,100 $26.5M
Squarepoint Ops LLC 0.06% Add +154.5% 318,555 $26.4M
Fort Washington Investment Advisors Inc. 0.14% Reduce -0.7% 312,165 $25.9M
American Century Companies Inc. 0.01% Add +29.8% 309,768 $25.7M
T. Rowe Price Associates Inc. 0.00% Reduce -4.0% 294,929 $24.5M
Millennium Management 0.02% Reduce -8.0% 267,137 $22.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -18.8% 254,898 $21.1M
Mairs & Power Inc. 0.20% Reduce -29.9% 254,418 $21.1M
Sound Income Strategies, LLC 1.11% Reduce -1.1% 246,068 $20.3M
Prana Capital Management, LP 0.67% Reduce -6.9% 241,339 $20.0M
Alliancebernstein L.P. 0.01% Add +0.6% 234,504 $19.4M
CANADA LIFE ASSURANCE Co 0.03% Add +1.1% 235,219 $19.4M
Ameriprise Financial Inc. 0.00% Reduce -4.8% 232,743 $19.3M
D. E. Shaw & Co. 0.02% Reduce -35.3% 228,622 $19.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.12% New 223,000 $18.5M
GW Henssler & Associates Ltd. 0.91% Add +2.5% 218,932 $18.2M
Wells Fargo & Company 0.00% Reduce -5.9% 218,264 $18.1M
Teacher Retirement System of Texas 0.07% Add +21.1% 215,843 $17.9M
Principal Financial Group Inc. 0.01% Reduce -2.5% 210,795 $17.5M
Swedbank AB 0.02% Add +4.4% 206,073 $17.1M
State of Wisconsin Investment Board 0.04% Reduce -2.7% 205,344 $17.0M
Citigroup Inc. 0.01% Reduce -5.8% 203,574 $16.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -7.9% 202,996 $16.8M
O'shaughnessy Asset Management, LLC 0.10% Add +4.8% 199,557 $16.5M
Bank of Montreal 0.01% Add +8.6% 197,648 $16.4M
Pictet Asset Management Holding SA 0.02% Add +21.0% 194,981 $16.2M
Raymond James Financial Inc. 0.01% Reduce -15.4% 192,862 $16.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -39.5% 190,261 $15.8M
Korea Investment CORP 0.03% Reduce -1.8% 188,766 $15.7M
Focus Partners Wealth 0.03% Add +144.8% 186,477 $15.5M
Aviva PLC 0.03% Add +10.1% 185,065 $15.3M
Storebrand Asset Management As 0.04% Reduce -1.4% 174,159 $14.4M
Capital Management Corp. 2.25% Add +19.2% 172,736 $14.3M
AE Wealth Management LLC 0.09% Add +8.8% 170,695 $14.2M
Aberdeen Group plc 0.02% Reduce -1.9% 170,101 $14.1M
Canada Pension Plan Investment Board 0.01% Add +94.0% 168,710 $14.0M
EDENTREE ASSET MANAGEMENT Ltd 3.36% Add +13.5% 168,600 $14.0M
Citadel Advisors 0.01% Reduce -31.8% 164,212 $13.6M
Russell Investments Group, Ltd. 0.02% Add +6.0% 161,017 $13.3M
New York State Teachers Retirement System 0.03% Reduce -0.1% 159,856 $13.3M
Forsta Ap-Fonden 0.08% Add +3.3% 158,500 $13.1M
Alyeska Investment Group, L.P. 0.04% New 148,973 $12.4M
National Bank of Canada 0.01% Reduce -11.2% 146,807 $12.2M
Schonfeld Strategic Advisors LLC 0.08% Reduce -8.0% 143,254 $11.9M
Interval Partners, LP 0.25% Reduce -20.8% 140,422 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +1.2% 139,285 $11.5M
PNC Financial Services Group, Inc. 0.01% Reduce -1.8% 135,150 $11.2M
Azimuth Capital Investment Management LLC 0.40% Add +71.0% 134,405 $11.1M
Brandywine Global Investment Management, LLC 0.08% Add +0.1% 134,380 $11.1M
New York State Common Retirement Fund 0.01% Add +3.5% 130,685 $10.8M
Worldquant Millennium Advisors LLC 0.05% Reduce -5.7% 129,525 $10.7M
Quantinno Capital Management LP 0.03% Add +15.1% 127,957 $10.6M
Prudential Financial Inc. 0.01% Reduce -28.7% 127,901 $10.6M
Mediolanum International Funds Ltd 0.11% Add +41.5% 127,368 $10.5M
TD Asset Management Inc 0.01% Add +13.9% 124,393 $10.3M
LPL Financial LLC 0.00% Add +6.1% 118,784 $9.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 118,666 $9.8M
Goelzer Investment Management, Inc. 0.51% Reduce -2.3% 116,194 $9.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -16.9% 113,025 $9.4M
Franklin Resources Inc. 0.00% Reduce -10.1% 112,603 $9.3M
Cambria Investment Management, L.P. 0.56% Reduce -6.4% 111,584 $9.3M
Xponance LLC 0.07% Reduce -0.1% 108,501 $9.0M
Illinois Municipal Retirement Fund 0.11% Add +8.5% 108,275 $9.0M
Danske Bank A/S 0.02% Add +5.5% 107,407 $8.9M
APG Asset Management N.V. 0.03% No change 126,200 $8.9M
State of Tennessee, Department of Treasury 0.03% Add +28.9% 105,591 $8.8M
AMG National Trust Bank 0.21% No change 105,144 $8.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -5.1% 103,456 $8.6M
Treasurer of the State of North Carolina 0.03% Reduce -51.2% 99,845 $8.3M
Toronto Dominion Bank 0.02% Reduce -8.9% 99,384 $8.2M
Holocene Advisors, LP 0.02% Reduce -25.8% 96,560 $8.0M
Asset Management One Co., Ltd. 0.02% Add +0.3% 95,736 $7.9M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -4.8% 94,590 $7.8M
Engineers Gate Manager LP 0.09% Add +331.8% 94,258 $7.8M
Acadian Asset Management LLC 0.01% Add +28583.2% 92,073 $7.6M
Susquehanna International Group, LLP 0.01% Add +167.1% 88,537 $7.3M
Royal London Asset Management Ltd. 0.02% Reduce -2.3% 88,447 $7.3M
Weiss Asset Management LP 0.13% New 87,300 $7.2M
Nomura Asset Management Co. Ltd. 0.02% Reduce -20.1% 87,068 $7.2M
Mn Services Vermogensbeheer B.V. 0.05% No change 86,280 $7.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.9% 85,791 $7.1M
Nisa Investment Advisors, LLC 0.03% Add +10.3% 84,271 $7.0M
Macquarie Group Ltd. 0.01% Reduce -0.5% 83,825 $7.0M
Cetera Investment Advisers 0.01% Add +32.3% 82,104 $6.8M
KLP Kapitalforvaltning As 0.03% No change 81,945 $6.8M
Credit Agricole S A 0.02% — 75,799 $6.3M
Public Employees Retirement System of Ohio 0.02% Add +3.1% 74,567 $6.2M
CI Investments Inc. 0.02% Reduce -5.8% 74,022 $6.1M
DMKC Advisory Services, LLC 3.09% Reduce -6.6% 73,387 $6.1M
Resona Asset Management Co.,Ltd. 0.03% Reduce -7.0% 71,300 $5.9M
DekaBank Deutsche Girozentrale 0.01% No change 71,558 $5.9M
Dean Investment Associates, LLC 0.79% Add +31.4% 68,032 $5.6M
Rafferty Asset Management, LLC 0.02% Reduce -1.6% 67,465 $5.6M
Arizona State Retirement System 0.03% Add +1.0% 66,337 $5.5M
Commonwealth Equity Services, LLC 0.01% Reduce -3.8% 63,339 $5.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -9.8% 63,116 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.2% 63,065 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 61,553 $5.1M
Unison Advisors LLC 0.46% Add +0.9% 60,645 $5.0M
State of Michigan Retirement System 0.02% Reduce -2.2% 57,580 $4.8M
Cerity Partners LLC 0.01% Add +46.8% 55,713 $4.6M
Wealthfront Advisers LLC 0.01% Reduce -14.6% 55,185 $4.6M
Alerus Financial NA 0.22% Add +7.3% 53,265 $4.4M
Robeco Institutional Asset Management B.V. 0.01% Add +0.2% 52,940 $4.4M
Creative Planning 0.00% Add +0.8% 52,546 $4.4M
Czech National Bank 0.03% Add +2.1% 51,487 $4.3M
MetLife Investment Management, LLC 0.02% Reduce -4.2% 50,618 $4.2M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +0.0% 50,605 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -12.3% 50,030 $4.1M
IFM Investors Pty Ltd 0.04% No change 49,024 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -3.8% 48,680 $4.0M
Natixis Advisors, LLC 0.01% Reduce -23.3% 48,667 $4.0M
Entropy Technologies, LP 0.30% Add +69.0% 48,433 $4.0M
Kintegral Advisory, LLC 0.34% Reduce -0.5% 48,424 $4.0M
Nordea Investment Management AB 0.00% Add +160.3% 48,902 $4.0M
ProShare Advisors LLC 0.01% Reduce -8.7% 46,489 $3.9M
Voya Investment Management LLC 0.00% Reduce -23.8% 45,931 $3.8M
Ensign Peak Advisors, Inc 0.01% Reduce -31.8% 45,507 $3.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -12.5% 45,483 $3.8M
Voleon Capital Management LP 0.09% Reduce -46.2% 45,424 $3.8M
Groupe la Francaise 0.05% Add +0.3% 45,322 $3.8M
Dark Forest Capital Management LP 0.14% Add +80.2% 44,867 $3.7M
Public Sector Pension Investment Board 0.01% Add +3.0% 43,722 $3.6M
Retirement Systems of Alabama 0.01% Reduce -2.3% 43,243 $3.6M
Quantbot Technologies LP 0.10% Add +20.6% 43,130 $3.6M
Dorsey & Whitney Trust CO LLC 0.19% Reduce -21.5% 42,565 $3.5M
Landscape Capital Management, L.L.C. 0.22% New 42,108 $3.5M
Comerica Bank 0.01% Reduce -11.6% 41,448 $3.4M
Foster & Motley Inc. 0.18% Add +17.1% 40,923 $3.4M
Captrust Financial Advisors 0.01% Add +21.2% 40,802 $3.4M
DNB Asset Management AS 0.01% Add +3.3% 40,098 $3.3M
Amalgamated Bank 0.02% Reduce -2.9% 39,422 $3.3M
Mackenzie Financial Corp. 0.00% Add +3.0% 39,109 $3.2M
Pathstone Holdings, LLC 0.01% Add +6.0% 38,503 $3.2M
Corient Private Wealth LP 0.00% Add +0.3% 37,192 $3.1M
Advisors Asset Management, Inc. 0.05% Reduce -1.7% 37,135 $3.1M
Utah Retirement Systems 0.03% Reduce -1.4% 36,649 $3.0M
Baird Financial Group, Inc. 0.00% Add +0.6% 36,579 $3.0M
Brevan Howard Capital Management LP 0.04% Reduce -42.3% 36,482 $3.0M
Elo Mutual Pension Insurance Co 0.05% Add +48.5% 36,416 $3.0M
Avantax Planning Partners, Inc. 0.09% No change 35,998 $3.0M
Allianz Asset Management GmbH 0.00% Reduce -54.7% 35,769 $3.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +3.9% 35,764 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +19.2% 35,645 $3.0M
CIBC Asset Management Inc 0.01% Add +0.1% 35,312 $2.9M
Freestone Capital Holdings, LLC 0.09% Add +1.8% 34,876 $2.9M
FAS Wealth Partners, Inc. 0.19% Add +5.0% 34,504 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.3% 34,215 $2.9M
Daiwa Securities Group Inc. 0.01% Add +3.8% 33,652 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +16.2% 33,509 $2.8M
Mariner, LLC 0.00% Add +12.8% 33,040 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.4% 32,959 $2.7M
Kepler Cheuvreux (Suisse) SA 0.15% — 32,741 $2.7M
Wedge Capital Management L L P 0.05% Add +6.1% 32,335 $2.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -9.0% 32,224 $2.7M
UniSuper Management Pty Ltd 0.02% Add +6.6% 32,000 $2.7M
KBC Group NV 0.01% Add +0.4% 31,904 $2.6M
Tredje AP-fonden 0.02% Add +59.1% 31,508 $2.6M
Siemens Fonds Invest GmbH 0.14% Add +22.5% 30,730 $2.5M
Ethic Inc. 0.04% Reduce -11.5% 30,590 $2.5M
Centric Wealth Management 0.56% Add +2.6% 29,838 $2.5M
HRT Financial LP 0.01% New 30,213 $2.5M
USS Investment Management Ltd 0.01% No change 29,943 $2.5M
New York Life Investment Management LLC 0.02% Reduce -4.4% 29,841 $2.5M
CIBC Bancorp USA Inc. 0.01% — 28,738 $2.4M
Oddo BHF Asset Management Sas 0.09% New 28,433 $2.4M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.3% 28,316 $2.3M
Vident Advisory, LLC 0.02% Add +1.9% 27,710 $2.3M
Graham Capital Management, L.P. 0.13% Reduce -26.8% 27,573 $2.3M
iSAM Funds (UK) Ltd 0.46% New 27,115 $2.2M
NEOS Investment Management LLC 0.02% Add +58.4% 27,111 $2.2M
Dakota Wealth Management 0.05% Reduce -5.0% 27,086 $2.2M
Sei Investments Co. 0.00% Reduce -4.7% 26,719 $2.2M
Janus Henderson Group PLC 0.00% No change 26,555 $2.2M
Bank of Nova Scotia 0.00% Reduce -79.6% 26,094 $2.2M
OP Asset Management Ltd 0.03% Add +6.0% 26,037 $2.2M
Columbus Macro, LLC 0.24% Add +1.1% 25,945 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -8.2% 25,930 $2.1M
Private Advisor Group, LLC 0.01% Reduce -0.2% 25,750 $2.1M
Ostrum Asset Management 0.09% Reduce -0.7% 25,441 $2.1M
Hohimer Wealth Management, LLC 0.29% Add +0.0% 25,041 $2.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -60.8% 24,951 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.4% 24,944 $2.1M
Simon Quick Advisors, LLC 0.09% Reduce -4.7% 24,473 $2.0M
Aquatic Capital Management LLC 0.04% Add +27.2% 24,292 $2.0M
GoalVest Advisory LLC 0.43% Add +8.7% 24,247 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +29.9% 23,137 $1.9M
Federated Hermes, Inc. 0.00% Add +0.3% 22,842 $1.9M
XTX Topco Ltd 0.10% New 22,815 $1.9M
Cwm, LLC 0.01% Add +49.6% 22,715 $1.9M
MAI Capital Management 0.01% Add +7.8% 22,212 $1.8M
BBR Partners, LLC 0.11% Add +0.1% 22,026 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -7.1% 21,974 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -5.9% 21,804 $1.8M
Groupama Asset Managment 0.03% New 21,535 $1.8M
Janney Montgomery Scott LLC 0.00% Add +6.2% 20,951 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.66% Reduce -6.1% 20,796 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -34.9% 20,569 $1.7M
V-Square Quantitative Management LLC 0.28% Add +8.3% 20,368 $1.7M
Capital Fund Management S.A. 0.02% Add +8.8% 20,354 $1.7M
Commerce Bank 0.01% Reduce -2.9% 20,183 $1.7M
Lecap Asset Management Ltd. 0.56% Add +42.0% 19,596 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.9% 19,429 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -20.6% 19,097 $1.6M
US Bancorp \de 0.00% Reduce -10.5% 19,065 $1.6M
Foster Group, Inc. 0.05% Add +0.0% 19,002 $1.6M
Jones Financial Companies LLLP 0.00% Add +4.5% 18,660 $1.5M
Donoghue Forlines LLC 0.47% Reduce -3.6% 18,569 $1.5M
Kerusso Capital Management LLC 0.94% Reduce -5.7% 18,535 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 18,418 $1.5M
ASR Vermogensbeheer N.V. 0.02% Add +0.6% 18,317 $1.5M
Sanctuary Advisors, LLC 0.01% Add +4.9% 17,884 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 17,611 $1.5M
HighTower Advisors, LLC 0.00% Add +2.4% 17,413 $1.4M
Principal Securities, Inc. 0.02% Add +42.6% 17,126 $1.4M
Intech Investment Management LLC 0.01% Reduce -10.6% 16,998 $1.4M
Neo Ivy Capital Management 0.34% New 16,914 $1.4M
Candriam S.C.A. 0.01% Reduce -11.8% 16,781 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +23.3% 16,714 $1.4M
Mercer Global Advisors Inc. 0.00% Add +1.8% 16,689 $1.4M
Heritage Trust Co 0.14% New 16,507 $1.4M
Greenwood Capital Associates LLC 0.16% Reduce -2.7% 16,497 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,472 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -4.1% 16,317 $1.4M
Choreo, LLC 0.02% Reduce -8.4% 16,118 $1.3M
Vinva Investment Management Ltd 0.03% Add +9.3% 15,893 $1.3M
Midland Wealth Advisors, LLC 0.07% No change 15,674 $1.3M
Cornercap Investment Counsel Inc. 0.64% Reduce -1.6% 15,520 $1.3M
Commonwealth Retirement Investments LLC 0.44% Add +10.1% 15,430 $1.3M
Tidal Investments LLC 0.01% Reduce -3.5% 15,234 $1.3M
Schroder Investment Management Group 0.00% No change 15,233 $1.3M
Hartford Investment Management Co. 0.04% Reduce -3.0% 14,839 $1.2M
Caxton Associates LLP 0.03% Reduce -6.1% 14,635 $1.2M
Avanza Fonder AB 0.03% No change 14,358 $1.2M
Mizuho Securities USA LLC 0.02% Add +3.5% 14,765 $1.2M
Procyon Advisors, LLC 0.07% Add +4.6% 14,171 $1.2M
Montag A & Associates Inc. 0.05% No change 14,065 $1.2M
Kentucky Retirement Systems 0.03% Reduce -4.1% 13,943 $1.2M
Stifel Financial Corp. 0.00% Reduce -14.6% 13,927 $1.2M
Summit Trail Advisors, LLC 0.02% Add +386.3% 13,845 $1.1M
Modern Wealth Management, LLC 0.02% Add +24.5% 13,821 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +1.0% 13,800 $1.1M
Sterling Capital Management LLC 0.02% Reduce -7.1% 13,731 $1.1M
D.A. Davidson & Co. 0.01% Add +3.6% 13,716 $1.1M
Vest Financial, LLC 0.01% Add +17.4% 13,688 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -40.1% 13,470 $1.1M
Generali Asset Management SPA SGR 0.02% Reduce -13.3% 13,461 $1.1M
Impax Asset Management Group plc 0.01% No change 13,450 $1.1M
Guggenheim Capital LLC 0.01% Add +91.6% 13,357 $1.1M
PSI Advisors, LLC 0.28% No change 13,190 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -2.2% 13,116 $1.1M
Farther Finance Advisors, LLC 0.02% Add +13.5% 13,111 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -2.9% 13,087 $1.1M
SummitTX Capital, L.P. 0.04% Reduce -42.8% 12,838 $1.1M
Savant Capital, LLC 0.01% Add +2.9% 12,720 $1.1M
Pinion Investment Advisors, LLC 0.29% Add +11.3% 13,224 $1.1M
Arax Advisory Partners 0.02% Add +764.1% 12,676 $1.1M
Glenmede Investment Management, LP 0.00% Add +2.3% 12,312 $1.0M
Bayesian Capital Management, LP 0.21% New 12,300 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.6% 12,263 $1.0M
Headlands Technologies LLC 0.08% Reduce -52.0% 11,863 $984K
Norinchukin Bank, The 0.01% Reduce -2.5% 11,636 $965K
Maryland State Retirement & Pension System 0.02% Add +8.8% 11,543 $957K
Transamerica Financial Advisors, LLC 0.08% Reduce -2.0% 11,455 $950K
Jane Street Group, LLC 0.00% New 11,415 $946K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +21.5% 11,327 $939K
Great Lakes Advisors, LLC 0.01% New 11,148 $924K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -14.1% 10,986 $911K
Legacy Financial Group LLC 0.12% Add +2.3% 10,961 $909K
E. Ohman J:or Asset Management AB 0.02% No change 10,900 $904K
Martin Capital Partners, LLC 0.35% Add +5.3% 10,824 $897K
West Bancorporation Inc. 0.49% No change 10,610 $880K
Louisiana State Employees Retirement System 0.01% Reduce -2.8% 10,600 $879K
Cresset Asset Management, LLC 0.00% Add +3.9% 10,547 $874K
Handelsbanken Fonder AB 0.00% Add +1.8% 10,547 $874K
GMO 0.00% Reduce -3.1% 10,505 $871K
Investment Management Corp of Ontario 0.01% Add +89.0% 10,434 $865K
NewEdge Advisors, LLC 0.00% Add +29.7% 10,425 $864K
Oppenheimer & Co. Inc. 0.01% Reduce -24.6% 10,408 $863K
Ascent Group, LLC 0.03% Reduce -5.3% 10,342 $857K
Empowered Funds, LLC 0.01% Reduce -35.8% 10,336 $857K
Tounjian Advisory Partners, LLC 0.29% Reduce -5.9% 10,308 $855K
Park Edge Advisors, LLC 0.20% No change 10,236 $849K
Quadrant Capital Group LLC 0.03% Reduce -10.0% 10,169 $843K
Verition Fund Management LLC 0.01% Reduce -96.9% 10,042 $833K
Bessemer Group Inc. 0.00% Add +13.4% 9,935 $824K
Securian Asset Management, Inc. 0.02% Reduce -9.3% 9,745 $808K
AlphaQuest LLC 0.05% Reduce -53.9% 9,728 $807K
Praxis Investment Management Inc. 0.05% Add +106.7% 9,570 $793K
ING Groep NV 0.00% Reduce -4.8% 9,555 $792K
Basepoint Wealth LLC 0.56% Add +0.7% 9,516 $789K
South Dakota Investment Council 0.02% Reduce -15.3% 9,414 $781K
HighPoint Advisor Group LLC 0.04% Add +1.8% 9,389 $778K
New Mexico Educational Retirement Board 0.02% Reduce -5.1% 9,354 $776K
Holderness Investments Co. 0.16% No change 9,248 $767K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.8% 9,150 $759K
Waverly Advisors, LLC 0.01% Add +3.1% 9,056 $751K
Caprock Group, LLC 0.02% — 9,276 $747K
Fifth Third Bancorp 0.00% Reduce -5.6% 9,003 $746K
Jefferies Financial Group Inc. 0.01% New 9,000 $746K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.1% 8,976 $745K
Kingsview Wealth Management, LLC 0.01% Reduce -75.7% 8,918 $739K
Argonautica Private Wealth Management, Inc. 0.21% Reduce -0.7% 8,759 $726K
Ausdal Financial Partners, Inc. 0.04% Reduce -9.3% 8,727 $724K
Verdence Capital Advisors LLC 0.04% Add +5.2% 9,084 $723K
Elevated Capital Advisors, LLC 0.18% Reduce -7.3% 8,690 $721K
Natixis 0.00% Add +9.0% 8,598 $713K
Allworth Financial LP 0.00% Add +2.8% 8,530 $707K
Gilbert & Cook, Inc. 0.09% Add +4.0% 8,499 $705K
Plato Investment Management Ltd 0.05% Add +50.0% 8,500 $699K
Assetmark, Inc. 0.00% Add +4.8% 8,424 $698K
Curat Global, LLC 0.66% No change 8,424 $698K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 8,246 $684K
Equitable Holdings, Inc. 0.01% Add +1.2% 8,236 $683K
Prudential PLC 0.01% No change 8,232 $683K
SG Americas Securities, LLC 0.00% Reduce -33.2% 8,217 $681K
Merit Financial Group, LLC 0.01% Add +11.4% 8,196 $680K
Empirical Finance, LLC 0.03% Add +0.8% 8,185 $679K
IFP Advisors, Inc 0.02% Add +2.5% 8,173 $678K
Truist Financial Corp. 0.00% Add +9.6% 8,112 $673K
Versor Investments LP 0.12% Add +45.3% 8,086 $670K
City State Bank 0.19% Reduce -3.2% 8,038 $666K
&partners 0.00% Add +6.8% 7,961 $660K
Wolff Financial Management LLC 0.15% No change 7,815 $648K
Sunbelt Securities, Inc. 0.04% Reduce -21.9% 7,710 $639K
Vivid Wealth Management, LLC 0.25% Add +2.4% 7,621 $632K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 7,618 $632K
Inceptionr LLC 0.15% Reduce -73.8% 7,581 $629K
Plimoth Trust Co. LLC 0.14% Reduce -0.3% 7,548 $626K
Forum Financial Management, LP 0.01% Add +8.7% 7,535 $625K
Gentry Private Wealth, LLC 0.43% Add +4.6% 7,428 $616K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 7,413 $615K
Pinnacle Associates Ltd. 0.01% No change 7,276 $603K
Syon Capital LLC 0.03% Add +4.8% 7,270 $603K
Denali Advisors LLC 0.07% Reduce -50.0% 7,221 $599K
Meeder Advisory Services, Inc. 0.03% Add +34.1% 7,193 $596K
Allstate Corp. 0.01% New 7,191 $596K
Metis Global Partners, LLC 0.01% Reduce -7.0% 7,163 $594K
Mokosak Advisory Group, LLC 0.16% Add +0.9% 7,151 $593K
Jacobi Capital Management LLC 0.04% Add +2.5% 7,115 $590K
Exchange Traded Concepts, LLC 0.01% Add +117.1% 7,095 $588K
Horizon Investments, LLC 0.01% Add +113.6% 7,067 $586K
Hilltop Holdings Inc. 0.03% Add +3.5% 7,018 $582K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.9% 7,010 $581K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 7,000 $580K
Carret Asset Management, LLC 0.06% No change 6,948 $576K
J.W. Cole Advisors, Inc. 0.01% Add +4.4% 6,924 $574K
Vestcor Inc 0.02% No change 6,839 $567K
Two Sigma Securities, LLC 0.08% Add +43.6% 6,786 $563K
Lion Street Advisors, LLC 0.19% Add +23.0% 8,301 $557K
Prosperity Consulting Group, LLC 0.03% Add +0.2% 6,594 $547K
Atria Investments, Inc 0.01% Add +81.8% 6,579 $545K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.8% 6,462 $536K
Chicago Partners Investment Group LLC 0.01% Add +15.5% 6,410 $527K
Obermeyer Wealth Partners 0.02% No change 6,343 $526K
Hilltop National Bank 0.13% No change 6,299 $522K
Regions Financial Corp. 0.00% Reduce -0.3% 6,277 $520K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +36.6% 6,285 $520K
Greenleaf Trust 0.00% Reduce -1.7% 6,247 $518K
Jump Financial, LLC 0.01% New 6,231 $517K
Venture Visionary Partners LLC 0.02% Add +0.1% 6,228 $516K
United Capital Financial Advisors, LLC 0.00% Reduce -1.9% 6,200 $514K
GAMMA Investing LLC 0.03% Add +13.7% 6,190 $513K
Romano Brothers and Company 0.06% No change 6,185 $513K
Vontobel Holding Ltd. 0.00% Reduce -5.4% 6,129 $508K
Coldstream Capital Management Inc. 0.01% Add +6.3% 6,128 $508K
Capital Investment Advisors, LLC 0.01% No change 6,116 $507K
Apollon Wealth Management, LLC 0.01% Add +12.1% 6,049 $502K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.6% 6,041 $501K
Callan Family Office, LLC 0.02% Add +25.0% 5,899 $489K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -5.3% 5,844 $485K
Park Avenue Securities LLC 0.00% Reduce -18.7% 5,810 $482K
Focus Partners Advisor Solutions, LLC 0.01% Add +33.4% 5,763 $480K
Centennial Wealth Advisory LLC 0.13% Add +11.1% 5,759 $478K
Erste Asset Management GmbH 0.00% Reduce -18.3% 5,769 $476K
Iowa State Bank 0.09% Reduce -0.7% 5,730 $475K
Meiji Yasuda Life Insurance Co 0.01% Reduce -35.0% 5,693 $472K
Gsa Capital Partners LLP 0.04% Add +10.8% 5,683 $471K
Lido Advisors, LLC 0.00% Add +6.7% 5,629 $467K
Palisade Asset Management, LLC 0.04% Reduce -8.2% 5,616 $466K
Tudor Investment Corporation 0.00% Reduce -97.2% 5,583 $463K
Apella Capital, LLC 0.01% Add +104.6% 5,833 $457K
Mufg Securities Americas Inc. 0.03% Add +19.6% 5,467 $453K
CWA Asset Management Group, LLC 0.02% Add +2.4% 5,464 $453K
NorthRock Partners, LLC 0.01% Add +6.9% 5,415 $449K
HB Wealth Management, LLC 0.00% Add +14.4% 5,414 $449K
STRS Ohio 0.00% Reduce -82.8% 5,310 $440K
MML Investors Services, LLC 0.00% Reduce -2.3% 5,281 $438K
Tema ETFs LLC 0.04% New 5,272 $437K
Nomura Holdings Inc. 0.00% New 5,261 $436K
MQS Management LLC 0.25% Reduce -36.4% 5,258 $436K
IHT Wealth Management, LLC 0.01% Reduce -3.7% 5,225 $433K
Benin Management CORP 0.10% No change 5,200 $431K
Ossiam 0.01% Add +228.9% 5,180 $429K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +7.8% 5,175 $429K
Focus Financial Network, Inc. 0.02% Add +12.8% 5,169 $429K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -84.1% 5,158 $428K
Cornerstone Wealth Management, LLC 0.02% Add +10.0% 5,113 $424K
State of Wyoming 0.05% Add +107.5% 5,011 $415K
NorthCoast Asset Management LLC 0.00% Reduce -15.8% 4,995 $414K
Belpointe Asset Management LLC 0.02% Reduce -4.3% 4,983 $413K
Asahi Life Asset Management Co., LTD. 0.22% No change 4,870 $404K
Hancock Whitney Corp. 0.01% Reduce -0.9% 4,865 $403K
Twin Capital Management Inc. 0.05% Reduce -4.1% 4,851 $402K
Premier Path Wealth Partners, LLC 0.05% Reduce -7.3% 4,834 $401K
Argentarii, LLC 0.16% Reduce -30.7% 4,784 $397K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -21.4% 4,776 $396K
Impact Partnership Wealth, LLC 0.06% Reduce -6.7% 4,725 $392K
CIBC Private Wealth Group LLC 0.00% Add +9.6% 4,711 $391K
Benjamin Edwards Inc. 0.00% Add +11.1% 4,669 $387K
Waldron Private Wealth LLC 0.02% No change 4,656 $386K
Applied Finance Capital Management, LLC 0.03% New 4,595 $381K
Harbor Capital Advisors, Inc. 0.03% Add +2.8% 4,581 $380K
QRG Capital Management, Inc. 0.00% Reduce -52.4% 4,568 $379K
Rexford Capital Inc. 0.29% Add +2.2% 4,556 $378K
Board of the Pension Protection Fund 0.37% New 4,500 $373K
Arete Wealth Advisors, LLC 0.02% No change 4,460 $370K
Trivium Point Advisory, LLC 0.04% Reduce -13.3% 4,386 $364K
Beacon Financial Group 0.04% Add +65.3% 4,331 $359K
Krilogy Financial LLC 0.01% New 4,407 $358K
Machina Capital S.A.S. 0.06% New 4,298 $356K
Stratos Wealth Partners, LTD. 0.00% Add +10.5% 4,266 $354K
Ashton Thomas Private Wealth, LLC 0.01% Add +34.0% 4,221 $350K
Arkadios Wealth Advisors 0.01% New 4,218 $350K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.4% 4,218 $350K
AlphaStar Capital Management, LLC 0.03% Reduce -0.3% 4,197 $348K
Jackson, Grant Investment Advisers, Inc. 0.11% No change 3,995 $331K
Orion Porfolio Solutions, LLC 0.00% Add +2.1% 3,983 $330K
Alteri Wealth LLC 0.11% Reduce -26.0% 3,972 $329K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.8% 3,961 $328K
M&T Bank Corp 0.00% Reduce -41.8% 3,947 $328K
Canada Post Corp Registered Pension Plan 0.01% No change 3,966 $327K
Brighton Jones LLC 0.01% Add +9.0% 3,944 $327K
Optima Capital LLC 0.16% Reduce -5.2% 3,938 $326K
Independent Advisor Alliance 0.01% Reduce -22.0% 3,913 $324K
Glaxis Capital Management, LLC 0.54% Add +0.9% 3,906 $324K
Integrity Alliance, Llc. 0.02% Reduce -33.5% 3,904 $324K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -7.2% 3,882 $322K
MUFG Securities EMEA plc 0.01% Add +525.8% 3,880 $322K
Tower Research Capital LLC (TRC) 0.01% Add +29.4% 3,827 $317K
Robinson Smith Wealth Advisors LLC 0.23% No change 3,821 $317K
Blackhawk Capital Partners, LLC 0.12% Add +18.2% 3,820 $317K
Huntington National Bank 0.00% Add +15.5% 3,778 $313K
LVW Advisors, LLC 0.03% Add +0.5% 3,759 $312K
Adams Wealth Management 0.07% Reduce -5.9% 3,698 $307K
CacheTech Inc. 0.06% Reduce -5.9% 3,698 $307K
Sageworth Trust Co of South Dakota 0.29% No change 3,697 $307K
Brooklyn Investment Group 0.04% Reduce -1.9% 3,803 $301K
Sonora Investment Management Group, LLC 0.02% No change 3,600 $298K
Sompo Asset Management Co., Ltd. 0.05% No change 3,590 $298K
One Wealth Advisors, LLC 0.04% Reduce -1.3% 3,570 $296K
Gotham Asset Management 0.00% Reduce -3.4% 3,545 $294K
First Citizens Financial Corp 0.14% Reduce -1.0% 3,487 $289K
FourThought Financial Partners, LLC 0.03% New 3,483 $289K
Aptus Capital Advisors, LLC 0.00% Add +3.5% 3,444 $286K
Argent Trust Co 0.01% Reduce -89.0% 3,427 $284K
Concurrent Investment Advisors, LLC 0.00% Add +2.5% 3,423 $284K
ExodusPoint Capital Management, LP 0.00% Reduce -88.6% 3,418 $283K
Rothschild Investment LLC 0.02% Add +9.7% 3,382 $280K
Abich Financial Wealth Management LLC 0.10% — 3,370 $279K
Foundations Investment Advisors, LLC 0.00% New 3,356 $278K
Csenge Advisory Group 0.01% Reduce -27.0% 3,351 $278K
Keeler & Nadler Financial Planning & Wealth Management 0.10% No change 3,332 $276K
Daymark Wealth Partners, LLC 0.01% Add +1.7% 3,305 $274K
Central Pacific Bank - Trust Division 0.03% Reduce -9.4% 3,301 $274K
Chesley Taft & Associates LLC 0.01% Add +0.1% 3,266 $271K
Brown Advisory Inc. 0.00% Add +1.2% 3,265 $271K
Regal Investment Advisors LLC 0.02% Add +0.6% 3,263 $271K
Lake Street Private Wealth, LLC 0.04% Reduce -4.0% 3,257 $270K
Johnson Investment Counsel Inc. 0.00% New 3,233 $268K
Vise Technologies, Inc. 0.01% Add +14.4% 3,193 $265K
Keybank National Association 0.00% Add +3.2% 3,181 $264K
Seeds Investor LLC 0.06% Add +1.9% 3,151 $261K
180 Wealth Advisors, LLC 0.03% Reduce -4.4% 3,142 $260K
GC Wealth Management RIA, LLC 0.01% New 3,094 $257K
Checchi Capital Advisers, LLC 0.02% Reduce -7.9% 3,074 $255K
Resolute Wealth Strategies, LLC 0.12% Add +0.5% 3,073 $255K
Blair William & Co. 0.00% Reduce -4.3% 3,068 $254K
Renaissance Group LLC 0.01% No change 3,057 $253K
Mgo One Seven LLC 0.01% New 3,041 $252K
Rockland Trust Co. 0.01% Reduce -0.6% 3,027 $251K
Brookstone Capital Management 0.00% Add +4.0% 3,019 $250K
Shepherd Financial Partners LLC 0.02% Add +0.1% 3,006 $249K
Security National Bank of So Dak 0.13% No change 3,000 $249K
Glassy Mountain Advisors, Inc. 0.07% No change 3,000 $249K
Patton Fund Management, Inc. 0.04% No change 2,998 $249K
RIA Advisory Group LLC 0.06% Add +0.2% 2,988 $248K
Burney Co./ 0.01% Reduce -17.7% 2,951 $245K
Busey Bank 0.01% Reduce -0.1% 2,904 $241K
International Private Wealth Advisors LLC 0.15% Reduce -10.7% 2,857 $237K
Smartleaf Asset Management LLC 0.01% Add +68.0% 2,867 $236K
Nicolet Bankshares Inc. 0.04% No change 2,845 $236K
Balefire, LLC 0.05% Reduce -0.3% 2,842 $236K
Capstone Investment Advisors, LLC 0.00% New 2,829 $235K
CX Institutional 0.01% Add +7.4% 2,818 $234K
Essex Financial Services, Inc. 0.01% Add +2.7% 2,795 $232K
Teza Capital Management LLC 1.25% Reduce -37.5% 2,793 $232K
Park National Corp. 0.01% No change 2,787 $231K
Gladstone Institutional Advisory LLC 0.01% Add +3.5% 2,758 $229K
Campbell & CO Investment Adviser LLC 0.02% Reduce -92.6% 2,756 $229K
Ballentine Partners, LLC 0.00% Reduce -1.8% 2,749 $228K
Farmers & Merchants Investments Inc. 0.01% Reduce -5.8% 2,735 $227K
Valeo Financial Advisors, LLC 0.01% Add +7.4% 2,721 $226K
Advisory Services Network, LLC 0.00% New 2,720 $226K
Sageworth Trust Co 0.01% Add +4.1% 2,683 $222K
Profund Advisors LLC 0.01% New 2,677 $222K
Kinloch Capital, LLC 0.10% No change 2,675 $222K
Mutual Advisors, LLC 0.00% Reduce -16.7% 2,779 $221K
Westmount Partners, LLC 0.06% Reduce -0.9% 2,648 $220K
Winnacle Wealth LLC 0.17% New 2,649 $220K
MASTERINVEST Kapitalanlage GmbH 0.02% New 2,646 $219K
Leavell Investment Management, Inc. 0.01% Reduce -1.8% 2,623 $218K
Aaron Wealth Advisors LLC 0.01% New 2,576 $214K
Turtle Creek Wealth Advisors, LLC 0.02% New 2,556 $212K
Tsfg, LLC 0.03% Add +0.9% 2,548 $211K
Whittier Trust Co. 0.00% Reduce -3.5% 2,500 $211K
Wedmont Private Capital 0.01% Reduce -12.9% 2,514 $210K
FORA Capital, LLC 0.04% Reduce -1.8% 2,529 $210K
First Nebraska Trust Co 0.02% No change 2,529 $210K
NJ State Employees Deferred Compensation Plan 0.02% New 2,500 $207K
S&co Inc. 0.01% New 2,500 $207K
Compound Planning, Inc. 0.01% New 2,481 $206K
SageView Advisory Group, LLC 0.01% Reduce -2.4% 2,477 $205K
Cidel Asset Management Inc. 0.01% New 2,468 $205K
Long Run Wealth Advisors, LLC 0.04% New 2,466 $204K
Trust Asset Management LLC 0.01% New 2,444 $203K
Arista Wealth Management, LLC 0.03% New 2,435 $202K
EverSource Wealth Advisors, LLC 0.01% Add +6.6% 2,429 $201K
Signaturefd, LLC 0.00% Reduce -1.8% 2,399 $199K
UMB Bank, n.a. 0.00% Reduce -8.2% 2,125 $176K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.9% 2,113 $175K
Harbour Investments, Inc. 0.00% Add +14.9% 2,079 $172K
AXA Investment Managers S.A. 0.00% — 1,905 $158K
Van Eck Associates Corp. 0.00% Add +6.0% 1,823 $151K
Capital Analysts, LLC 0.00% Add +0.1% 1,810 $150K
West Financial Advisors, LLC 0.02% Reduce -1.3% 1,806 $150K
Silvant Capital Management LLC 0.01% No change 1,747 $145K
CENTRAL TRUST Co 0.00% Add +3.9% 1,745 $145K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 1,740 $144K
Mather Group, Llc. 0.00% New 1,734 $144K
Compass Financial Services Inc 0.06% Add +30.0% 1,682 $139K
Global Retirement Partners, LLC 0.00% Add +0.6% 1,642 $136K
Harbor Investment Advisory, LLC 0.01% No change 1,576 $131K
Parallel Advisors, LLC 0.00% Reduce -6.4% 1,567 $130K
Raiffeisen Bank International AG 0.00% Add +13.8% 1,570 $129K
LGT Financial Advisors LLC 0.28% Add +0.8% 1,548 $128K
Quent Capital, LLC 0.01% New 1,540 $128K
Wealthspire Advisors, LLC 0.00% New 1,493 $124K
JNBA Financial Advisors 0.01% No change 1,432 $119K
Nemes Rush Group LLC 0.01% No change 1,428 $118K
Hills Bank & Trust Co 0.01% No change 1,402 $116K
Manchester Capital Management LLC 0.02% Add +8.0% 1,375 $114K
Brown Brothers Harriman & Co. 0.00% Add +107.4% 1,340 $111K
Ameriflex Group, Inc. 0.04% Add +182.0% 1,334 $111K
Hantz Financial Services, Inc. 0.00% Add +120.5% 1,332 $110K
Simplex Trading, LLC 0.00% New 1,255 $104K
Clarity Asset Management, Inc. 0.06% Add +0.3% 1,237 $103K
JFS Wealth Advisors, LLC 0.01% Reduce -0.1% 1,227 $102K
Versant Capital Management, Inc 0.01% Add +6.5% 1,217 $101K
Capital Advisors, Ltd. LLC 0.01% No change 1,202 $100K
Ameritas Advisory Services, LLC 0.01% Reduce -30.8% 1,174 $97K
CVA Family Office, LLC 0.01% No change 1,122 $93K
Richardson Financial Services Inc. 0.06% Reduce -3.5% 1,110 $92K
CoreCap Advisors, LLC 0.00% Reduce -1.0% 1,091 $90K
Binnacle Investments Inc 0.05% Add +36.7% 1,051 $87K
Pingora Partners LLC 0.06% No change 1,000 $83K
GHP Investment Advisors, Inc. 0.00% Add +160.2% 999 $83K
Essential Partners LLC 0.03% Add +14.7% 989 $82K
Blue Trust, Inc. 0.00% Add +2.2% 986 $82K
Root Financial Partners, LLC 0.01% New 980 $81K
Larson Financial Group LLC 0.00% Reduce -36.0% 969 $80K
Geneos Wealth Management Inc. 0.00% Reduce -42.8% 961 $80K
Security National Bank 0.01% No change 960 $80K
Pinnacle Bancorp, Inc. 0.02% No change 951 $79K
RMG Wealth Management LLC 0.01% No change 992 $79K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 950 $75K
Clearstead Advisors, LLC 0.00% Add +18.3% 907 $75K
Walleye Capital LLC 0.00% New 883 $73K
TCTC Holdings, LLC 0.00% No change 875 $73K
TFC Financial Management, Inc. 0.01% No change 871 $72K
Catalyst Capital Advisors LLC 0.00% Add +91.8% 869 $72K
First Command Advisory Services, Inc. 0.00% No change 864 $72K
Atlantic Union Bankshares Corp 0.00% New 805 $67K
Bokf, NA 0.00% Add +10.6% 791 $66K
Private Trust Co. NA 0.01% Add +0.3% 770 $64K
Heartwood Wealth Advisors LLC 0.01% New 762 $63K
Stephens Consulting, LLC 0.02% Reduce -0.1% 725 $60K
Hazlett, Burt & Watson, Inc. 0.02% Add +22.3% 713 $59K
Whipplewood Advisors, LLC 0.04% No change 700 $58K
Godsey & Gibb, Inc. 0.01% No change 700 $58K
MV Capital Management, Inc. 0.01% No change 679 $56K
Tompkins Financial Corp. 0.00% No change 650 $54K
Cromwell Holdings LLC 0.03% Add +21.1% 642 $53K
City Holding Co. 0.01% No change 635 $53K
Bfsg, LLC 0.01% Add +2.1% 622 $52K
Hemington Wealth Management 0.01% Add +3.4% 613 $50K
Golden State Wealth Management, LLC 0.01% No change 596 $49K
CYBER HORNET ETFs LLC 0.03% Add +3.4% 584 $48K
ORG Partners LLC 0.01% Add +6.6% 583 $48K
Motco 0.00% No change 581 $48K
Sit Investment Associates Inc. 0.00% No change 575 $48K
Deseret Mutual Benefit Administrators 0.02% No change 577 $48K
Winch Advisory Services, LLC 0.01% Add +0.7% 576 $48K
Legacy Bridge, LLC 0.02% No change 570 $47K
WFA Asset Management Corp 0.03% Reduce -20.4% 548 $47K
N.E.W. Advisory Services LLC 0.00% No change 560 $46K
Clean Yield Group 0.01% No change 559 $46K
Financial Consulate, Inc. 0.01% New 551 $46K
Stilwell Value LLC 0.03% No change 547 $45K
Plante Moran Financial Advisors, LLC 0.00% Reduce -16.5% 546 $45K
Dynamic Wealth Strategies, LLC 0.03% No change 528 $44K
Westpac Banking Corp. 0.00% No change 511 $42K
Parkside Financial Bank & Trust 0.00% Reduce -0.8% 490 $41K
Navigoe, LLC 0.03% No change 488 $40K
Johnson Financial Group, Inc. 0.00% No change 478 $40K
First Community Trust NA 0.03% No change 476 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.4% 469 $39K
Sentry Investment Management LLC 0.03% Reduce -26.1% 464 $38K
Fortis Group Advisors, LLC 0.01% No change 458 $38K
GPS Wealth Strategies Group, LLC 0.00% No change 450 $37K
Paladin Advisory Group, LLC 0.03% No change 449 $37K
Group One Trading LLC 0.00% Reduce -1.1% 442 $37K
Brown, Lisle/Cummings, Inc. 0.01% No change 423 $35K
BankPlus Trust Department 0.01% No change 422 $35K
Anchor Investment Management, LLC 0.00% No change 414 $34K
Fortitude Family Office, LLC 0.01% No change 406 $34K
Private Wealth Asset Management, LLC 0.00% No change 403 $33K
Miller Wealth Advisors, LLC 0.01% No change 396 $33K
MCF Advisors LLC 0.00% No change 394 $33K
FWL Investment Management, LLC 0.01% New 380 $32K
Curio Wealth, LLC 0.01% No change 379 $31K
Physician Wealth Advisors, Inc. 0.00% No change 374 $31K
Covestor Ltd 0.02% Reduce -50.2% 377 $31K
Toth Financial Advisory Corp. 0.00% No change 365 $30K
TD Capital Management LLC 0.00% Add +0.8% 360 $30K
TD Private Client Wealth LLC 0.00% Add +15.2% 356 $30K
American National Bank & Trust 0.00% No change 349 $29K
Summit Securities Group LLC 0.01% Add +152.2% 348 $29K
Colonial Trust Co / SC 0.00% Reduce -16.9% 335 $28K
Bell Investment Advisors, Inc 0.00% Reduce -8.4% 328 $27K
Cullen/Frost Bankers, Inc. 0.00% Reduce -64.1% 316 $26K
AdvisorNet Financial, Inc 0.00% Reduce -49.8% 314 $26K
Concord Wealth Partners 0.00% No change 310 $26K
Bogart Wealth, LLC 0.00% Add +1.0% 303 $25K
New Age Alpha Advisors, LLC 0.00% No change 302 $25K
Old Second National Bank of Aurora 0.01% No change 300 $25K
First Pacific Financial 0.00% Add +1.0% 298 $25K
United Community Bank 0.01% New 290 $24K
Horizon Financial Services, LLC 0.01% New 288 $24K
Pflug Koory, LLC 0.01% No change 285 $24K
YANKCOM Partnership 0.01% Add +13.7% 282 $23K
North Star Investment Management Corp. 0.00% No change 277 $23K
Hoertkorn Richard Charles 0.01% No change 272 $23K
True Wealth Design, LLC 0.01% Add +4.2% 272 $23K
Salomon & Ludwin, LLC 0.00% Add +141.3% 263 $22K
Center for Financial Planning, Inc. 0.00% No change 264 $22K
Key Financial Inc 0.00% No change 253 $21K
First Horizon Corp. 0.00% — 240 $20K
St Germain D J Co. Inc. 0.00% No change 239 $20K
Financial Perspectives, Inc 0.01% No change 238 $20K
Grove Bank & Trust 0.00% No change 236 $20K
Caldwell Trust Co 0.00% No change 235 $19K
Valley National Advisers Inc. 0.00% No change 235 $19K
GW&K Investment Management, LLC 0.00% Add +8.0% 229 $19K
Country Trust Bank 0.00% New 221 $18K
SRH Advisors, LLC 0.01% No change 211 $17K
DT Investment Partners, LLC 0.00% No change 210 $17K
Frazier Financial Advisors, LLC 0.01% No change 208 $17K
Kentucky Trust Co 0.01% No change 200 $17K
New England Capital Financial Advisors LLC 0.01% No change 200 $17K
Trust Co. of Toledo NA 0.00% No change 200 $17K
Smithfield Trust Co 0.00% No change 190 $16K
Lanark Financial, Inc. 0.00% No change 190 $16K
Alpine Bank Wealth Management 0.00% No change 189 $16K
Strategic Investment Solutions, Inc. 0.00% No change 189 $16K
SBI Securities Co., Ltd. 0.00% No change 185 $15K
Investors Research Corp 0.00% No change 173 $14K
Strategic Wealth Partners, Ltd. 0.00% No change 173 $14K
Team Financial Group, LLC 0.01% Add +1.2% 173 $14K
Spire Wealth Management 0.00% Reduce -86.3% 172 $14K
Bruce G. Allen Investments, LLC 0.01% No change 170 $14K
HHM Wealth Advisors, LLC 0.00% No change 169 $14K
Marquette Asset Management, LLC 0.00% No change 168 $14K
SJS Investment Consulting Inc. 0.00% Add +1.2% 167 $14K
Asset Dedication, LLC 0.00% No change 161 $13K
Trust Co. of Vermont 0.00% No change 157 $13K
Zions Bancorporation, National Association 0.00% Add +3.3% 155 $13K
CoreFirst Bank & Trust 0.01% No change 150 $12K
Private Wealth Management Group, LLC 0.00% Add +0.7% 146 $12K
Burkett Financial Services, LLC 0.00% Add +1.5% 137 $11K
Holos Integrated Wealth LLC 0.01% No change 138 $11K
Vermillion Wealth Management, Inc. 0.00% No change 132 $11K
Rossby Financial, LCC 0.00% Add +76.7% 129 $11K
KERR FINANCIAL PLANNING Corp 0.01% — 128 $11K
Meeder Asset Management Inc. 0.00% Reduce -58.8% 126 $10K
Ancora Advisors LLC 0.00% No change 124 $10K
PFS Partners, LLC 0.00% Add +0.8% 123 $10K
Painted Porch Advisors LLC 0.00% No change 119 $10K
REAP Financial Group, LLC 0.00% Add +0.9% 115 $10K
Sachetta, LLC 0.00% No change 115 $10K
Boyd Watterson Asset Management LLC 0.00% No change 115 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $9K
Rise Advisors, LLC 0.00% No change 103 $9K
Princeton Global Asset Management LLC 0.00% No change 102 $8K
Whittier Trust Co. of Nevada Inc. 0.00% New 100 $8K
Financial Network Wealth Advisors LLC 0.01% No change 100 $8K
Graney & King, LLC 0.01% No change 100 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $8K
Atwood & Palmer Inc. 0.00% No change 100 $8K
Albion Financial Group 0.00% New 100 $8K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -11.7% 83 $7K
Westend Capital Management, LLC 0.00% No change 80 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 78 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 78 $6K
Rosenberg Matthew Hamilton 0.00% No change 75 $6K
Vision Financial Markets LLC 0.01% No change 75 $6K
Legacy Wealth Managment, LLC 0.00% No change 72 $6K
McIlrath & Eck, LLC 0.00% No change 71 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -30.0% 70 $6K
New Millennium Group LLC 0.00% No change 68 $6K
SouthState Bank Corp 0.00% Reduce -19.0% 64 $5K
Westfuller Advisors, LLC 0.00% New 59 $5K
IMG Wealth Management, Inc. 0.00% No change 58 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 58 $5K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -40.5% 53 $4K
Davis Capital Management 0.00% — 48 $4K
Howard Hughes Medical Institute 0.00% Reduce -2.2% 44 $4K
Archer Investment Corp 0.00% No change 44 $4K
Abound Wealth Management 0.00% No change 41 $3K
Raffa Wealth Management, LLC 0.00% No change 41 $3K
Guerra Advisors Inc 0.00% New 40 $3K
HM Payson & Co. 0.00% No change 39 $3K
Kilter Group LLC 0.00% Add +100.0% 38 $3K
Financial Management Professionals, Inc. 0.00% No change 38 $3K
Cloud Capital Management, LLC 0.00% New 48 $3K
ROSS\JOHNSON & Associates LLC 0.05% No change 35 $3K
Prestige Wealth Management Group LLC 0.00% No change 34 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 35 $3K
Corsicana & Co. 0.00% — 32 $3K
Maseco LLP 0.00% No change 26 $2K
LRI Investments, LLC 0.00% No change 26 $2K
Clearstead Trust, LLC 0.00% Reduce -88.4% 23 $2K
Hughes Financial Services, LLC 0.00% No change 21 $2K
Global Wealth Strategies & Associates 0.00% No change 20 $2K
Dunhill Financial, LLC 0.00% Reduce -5.0% 19 $2K
Elevation Wealth Partners, LLC 0.00% New 18 $1K
Nova Wealth Management, Inc. 0.00% No change 18 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +41.7% 17 $1K
Principia Wealth Advisory, LLC 0.00% No change 15 $1K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
Nvwm, LLC 0.00% No change 15 $1K
Tortoise Investment Management, LLC 0.00% Reduce -50.0% 14 $1K
CBIZ Investment Advisory Services, LLC 0.00% Add +100.0% 14 $1K
Clark Wealth Partners 0.00% New 13 $1K
Avion Wealth 0.00% Add +33.3% 24 $1K
Penserra Capital Management LLC 0.00% Reduce -28.6% 15 $1K
Rialto Wealth Management, LLC 0.00% Add +22.2% 11 $913
Aspect Partners, LLC 0.00% No change 11 $912
HFM Investment Advisors, LLC 0.00% No change 11 $912
Cornerstone Planning Group LLC 0.00% Reduce -0.8% 128 $876
Activest Wealth Management 0.00% Add +42.9% 10 $829
Valued Wealth Advisors LLC 0.00% No change 8 $671
Cherry Tree Wealth Management, LLC 0.00% No change 8 $664
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $663
Strengthening Families & Communities, LLC 0.00% No change 6 $506
American Capital Advisory, LLC 0.00% Reduce -14.3% 6 $498
Addison Advisors LLC 0.00% No change 6 $498
Avalon Trust Co 0.00% New 6 $498
Orion Capital Management LLC 0.00% New 6 $497
Evolution Wealth Management Inc. 0.00% New 5 $415
Seneschal Advisors, LLC 0.00% New 5 $415
Wealth Watch Advisors, INC 0.00% New 5 $415
JPL Wealth Management, LLC 0.00% New 5 $415
Y.D. More Investments Ltd 0.00% Add +699.0% 1,566 $393
Turning Point Benefit Group, Inc. 0.00% New 4 $332
Quaker Wealth Management, LLC 0.00% No change 4 $332
WestEnd Advisors, LLC 0.00% No change 4 $332
DecisionPoint Financial, LLC 0.00% No change 2 $167
SOA Wealth Advisors, LLC. 0.00% No change 1 $96

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