Principal Financial GroupPFG

13F holders, Q4 2025 (December 31)
893holders +64
95new positions
60sold out
7famous investors
$88.20avg. 13F price*

At the end of Q4 2025, 893 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 64 from Q3 2025. 95 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.8B) and Nippon Life Insurance Co. ($1.6B). 7 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 Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions95$79.3M
Exits60$90.2M

All 13F filers, Q3 2025 → Q4 2025: 9,760,878 shares bought and 12,508,929 shares sold, net −2,748,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 893 holders

Vanguard Group Inc. 0.03% Reduce -0.6% 26,969,104 $2.4B
BlackRock, Inc. 0.03% Add +1.9% 20,414,121 $1.8B
Nippon Life Insurance Co. 27.53% No change 18,137,000 $1.6B
State Street Corp. 0.03% Reduce -0.5% 10,509,360 $927.0M
Bank of America Corp. 0.05% Reduce -0.3% 8,399,133 $740.9M
Geode Capital Management, LLC 0.03% Reduce -0.7% 5,575,729 $489.9M
Dimensional Fund Advisors LP 0.07% Add +0.0% 3,767,182 $332.3M
Northern Trust Corp. 0.04% Reduce -1.2% 3,427,612 $302.3M
Invesco Ltd. 0.03% Reduce -2.7% 3,284,734 $289.7M
Norges Bank 0.03% — 3,098,015 $273.3M
Morgan Stanley 0.02% Add +1.8% 3,079,857 $271.7M
Goldman Sachs Group Inc. 0.03% Add +5.8% 2,499,181 $220.5M
AQR Capital Management 0.11% Add +112.8% 2,348,233 $207.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +9.9% 1,976,898 $174.4M
Legal & General Group Plc 0.03% Add +1.5% 1,639,302 $144.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.0% 1,444,682 $127.4M
Amundi 0.03% Reduce -19.9% 1,236,385 $109.1M
Bank of New York Mellon Corp 0.02% Reduce -1.7% 1,213,883 $107.1M
Deutsche Bank AG 0.03% Add +9.5% 1,154,605 $101.8M
JPMorgan Chase & Co. 0.01% Add +9.2% 1,067,815 $94.2M
UBS Group AG 0.02% Reduce -52.6% 959,342 $84.6M
AustralianSuper Pty Ltd 0.37% Add +9.6% 896,710 $79.1M
HSBC Holdings PLC 0.04% Add +1.8% 812,064 $71.7M
Royal Bank of Canada 0.01% Reduce -54.1% 768,682 $67.8M
Marshall Wace, LLP 0.06% Add +71.6% 732,606 $64.6M
First Trust Advisors LP 0.04% Add +18.6% 688,028 $60.7M
Arrowstreet Capital, Limited Partnership 0.03% Add +67.5% 623,684 $55.0M
Swiss National Bank 0.03% Reduce -5.5% 610,900 $53.9M
FMR LLC 0.00% Add +0.1% 610,521 $53.9M
Weiss Asset Management LP 0.97% Add +597.5% 608,926 $53.7M
Citadel Advisors 0.04% Add +263.3% 596,575 $52.6M
Victory Capital Management Inc. 0.03% Reduce -84.8% 591,838 $52.2M
Barclays PLC 0.02% Reduce -12.8% 584,244 $51.5M
BNP Paribas Financial Markets 0.03% Reduce -28.1% 577,889 $51.0M
Nuveen, LLC 0.01% Reduce -2.1% 548,524 $48.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -16.1% 523,859 $46.2M
LPL Financial LLC 0.01% Add +338.9% 521,319 $46.0M
Massachusetts Financial Services Co. 0.01% Reduce -7.3% 520,463 $45.9M
Bridgewater Associates 0.15% Reduce -3.3% 475,487 $41.9M
Teacher Retirement System of Texas 0.14% Add +117.0% 468,336 $41.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.0% 455,175 $40.7M
Qube Research & Technologies Ltd 0.06% Reduce -33.3% 459,205 $40.5M
Rhumbline Advisers 0.03% Reduce -8.4% 451,478 $39.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +129.8% 437,217 $38.6M
American Century Companies Inc. 0.02% Add +38.8% 429,991 $37.9M
California Public Employees Retirement System 0.02% Reduce -3.0% 412,402 $36.4M
Wedge Capital Management L L P 0.65% Add +1173.8% 411,887 $36.3M
California State Teachers Retirement System 0.04% Add +2.8% 405,497 $35.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.21% Add +78.1% 397,100 $35.0M
KBC Group NV 0.08% Add +1144.6% 397,070 $35.0M
Fort Washington Investment Advisors Inc. 0.18% Add +26.1% 393,629 $34.7M
North Star Asset Management Inc. 1.38% Reduce -1.6% 388,746 $34.3M
Trust Point Inc. 2.57% Reduce -0.1% 369,443 $32.6M
Conning Inc. 1.15% Reduce -10.0% 368,763 $32.5M
Eurizon Capital SGR S.p.A. 0.10% — 368,119 $32.5M
Raymond James Financial Inc. 0.01% Add +66.7% 321,565 $28.4M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 300,121 $26.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +10.2% 280,919 $24.8M
Interval Partners, LP 0.58% Add +99.8% 280,590 $24.8M
Two Sigma Investments, LP 0.04% Reduce -37.4% 262,337 $23.1M
Wells Fargo & Company 0.00% Add +18.8% 259,347 $22.9M
Sound Income Strategies, LLC 1.02% Reduce -0.8% 244,092 $21.6M
SG Americas Securities, LLC 0.03% Add +2878.1% 244,711 $21.6M
Citigroup Inc. 0.01% Add +17.6% 239,433 $21.1M
Alliancebernstein L.P. 0.01% Add +1.0% 236,836 $20.9M
Korea Investment CORP 0.04% Add +24.9% 235,766 $20.8M
O'shaughnessy Asset Management, LLC 0.11% Add +15.9% 231,285 $20.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +103.4% 229,903 $20.3M
Acadian Asset Management LLC 0.03% Add +144.5% 225,123 $19.9M
GW Henssler & Associates Ltd. 0.95% Add +2.1% 223,539 $19.7M
Ameriprise Financial Inc. 0.00% Reduce -5.9% 218,990 $19.3M
State of Wisconsin Investment Board 0.04% Add +5.8% 217,211 $19.2M
Principal Financial Group Inc. 0.01% Add +2.1% 215,144 $19.0M
Mairs & Power Inc. 0.18% Reduce -16.7% 211,818 $18.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +49.2% 207,809 $18.4M
Swedbank AB 0.02% No change 206,073 $18.2M
Caisse de depot et placement du Quebec 0.03% New 204,500 $18.0M
CANADA LIFE ASSURANCE Co 0.03% Reduce -13.4% 203,653 $18.0M
State Board of Administration of Florida Retirement System 0.03% No change 202,996 $17.9M
Aviva PLC 0.03% Add +4.4% 193,232 $17.0M
Bank of Montreal 0.01% Reduce -3.1% 191,598 $16.9M
Cerity Partners LLC 0.02% Add +224.0% 180,494 $15.9M
New York State Teachers Retirement System 0.03% Add +12.2% 179,303 $15.8M
AE Wealth Management LLC 0.09% Add +4.7% 178,641 $15.8M
Jane Street Group, LLC 0.02% Add +1395.9% 170,761 $15.1M
Canada Pension Plan Investment Board 0.01% No change 168,710 $14.9M
Capital Management Corp. 2.43% Reduce -2.6% 168,206 $14.8M
Storebrand Asset Management As 0.04% Reduce -4.1% 167,015 $14.7M
Quantinno Capital Management LP 0.03% Add +30.0% 166,387 $14.7M
Russell Investments Group, Ltd. 0.02% Add +1.7% 163,759 $14.5M
Focus Partners Wealth 0.02% Reduce -13.1% 161,965 $14.3M
Aberdeen Group plc 0.02% Reduce -4.9% 161,708 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +67.2% 158,121 $13.9M
Forsta Ap-Fonden 0.08% Reduce -0.4% 157,900 $13.9M
Man Group plc 0.02% Reduce -77.3% 144,831 $12.8M
Franklin Resources Inc. 0.00% Add +28.6% 144,828 $12.8M
Public Sector Pension Investment Board 0.04% Add +229.5% 144,076 $12.7M
Pictet Asset Management Holding SA 0.01% Reduce -26.2% 143,954 $12.7M
Allianz Asset Management GmbH 0.01% Add +286.8% 138,344 $12.2M
Azimuth Capital Investment Management LLC 0.44% Add +2.6% 137,953 $12.2M
AMG National Trust Bank 0.28% Add +28.6% 135,195 $11.9M
PNC Financial Services Group, Inc. 0.01% Reduce -0.1% 135,067 $11.9M
Brandywine Global Investment Management, LLC 0.08% Reduce -1.8% 131,942 $11.6M
New York State Common Retirement Fund 0.02% No change 130,685 $11.5M
Millennium Management 0.01% Reduce -52.0% 128,297 $11.3M
Danske Bank A/S 0.02% Add +12.2% 120,507 $10.6M
Toronto Dominion Bank 0.02% Add +19.0% 118,223 $10.4M
Prudential Financial Inc. 0.01% Reduce -7.7% 118,114 $10.4M
LBP Am SA 0.12% New 117,897 $10.4M
Goelzer Investment Management, Inc. 0.48% Add +0.3% 116,588 $10.3M
TD Asset Management Inc 0.01% Reduce -7.7% 114,837 $10.1M
Mediolanum International Funds Ltd 0.10% Reduce -10.9% 113,452 $10.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.1% 113,823 $10.0M
Xponance LLC 0.07% Add +4.3% 113,224 $10.0M
Cetera Investment Advisers 0.01% Add +33.6% 109,729 $9.7M
Illinois Municipal Retirement Fund 0.12% Add +0.4% 108,712 $9.6M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.0% 101,359 $8.9M
APG Asset Management N.V. 0.02% Reduce -8.5% 115,521 $8.7M
Cambria Investment Management, L.P. 0.50% Reduce -13.7% 96,304 $8.5M
EDENTREE ASSET MANAGEMENT Ltd 2.57% Reduce -43.5% 95,200 $8.4M
Asset Management One Co., Ltd. 0.02% Reduce -2.4% 93,412 $8.3M
Treasurer of the State of North Carolina 0.03% Reduce -8.7% 91,182 $8.0M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 87,328 $7.7M
Mn Services Vermogensbeheer B.V. 0.05% Add +0.6% 86,815 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.8% 86,523 $7.6M
Nisa Investment Advisors, LLC 0.03% Add +2.3% 86,166 $7.6M
Royal London Asset Management Ltd. 0.02% Reduce -2.7% 86,084 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -4.9% 84,176 $7.4M
Candriam S.C.A. 0.04% Add +400.8% 84,039 $7.4M
KLP Kapitalforvaltning As 0.03% Add +0.8% 82,645 $7.3M
Credit Agricole S A 0.02% Add +8.8% 82,456 $7.3M
Macquarie Group Ltd. 0.03% Reduce -1.8% 82,295 $7.3M
Mariner, LLC 0.01% Add +134.9% 77,617 $6.8M
Munich Reinsurance Co Stock Corp in Munich 0.16% Add +4279.5% 76,204 $6.8M
Bank of Nova Scotia 0.01% Add +187.0% 74,898 $6.6M
Public Employees Retirement System of Ohio 0.02% Reduce -0.8% 73,978 $6.5M
DMKC Advisory Services, LLC 2.82% Reduce -0.8% 72,835 $6.4M
Creative Planning 0.00% Add +38.0% 72,487 $6.4M
DekaBank Deutsche Girozentrale 0.01% No change 71,558 $6.3M
Robeco Institutional Asset Management B.V. 0.01% Add +33.3% 70,591 $6.2M
State of Tennessee, Department of Treasury 0.02% Reduce -38.2% 65,219 $6.2M
Resona Asset Management Co.,Ltd. 0.03% Reduce -2.0% 69,882 $6.2M
National Bank of Canada 0.01% Reduce -52.5% 69,685 $6.1M
Comerica Bank 0.02% Add +64.1% 68,027 $6.0M
CI Investments Inc. 0.03% Reduce -10.8% 66,029 $5.8M
Dean Investment Associates, LLC 0.82% Reduce -4.1% 65,238 $5.8M
State of New Jersey Common Pension Fund D 0.02% Add +1.7% 64,215 $5.7M
Holocene Advisors, LP 0.01% Reduce -33.7% 64,036 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +0.4% 63,600 $5.6M
Wealthfront Advisers LLC 0.01% Add +14.5% 63,177 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.2% 61,414 $5.4M
Unison Advisors LLC 0.47% Add +1.0% 61,243 $5.4M
Arizona State Retirement System 0.03% Reduce -8.0% 61,035 $5.4M
Rafferty Asset Management, LLC 0.02% Reduce -9.6% 60,984 $5.4M
Nordea Investment Management AB 0.00% Add +22.4% 59,852 $5.3M
SummitTX Capital, L.P. 0.16% Add +368.4% 60,138 $5.3M
Nomura Asset Management International Inc. 0.01% — 57,731 $5.1M
Mackenzie Financial Corp. 0.01% Add +45.1% 56,731 $5.0M
Alerus Financial NA 0.25% Add +6.8% 56,863 $5.0M
State of Michigan Retirement System 0.02% Reduce -1.7% 56,580 $5.0M
Swiss Life Asset Management Ltd 0.03% Reduce -90.5% 56,195 $5.0M
Adage Capital Partners Gp, L.L.C. 0.01% New 55,500 $4.9M
Ossiam 0.10% Add +967.5% 55,297 $4.9M
Natixis 0.02% Add +528.3% 54,018 $4.8M
CIBC Asset Management Inc 0.01% Add +50.5% 53,126 $4.7M
Czech National Bank 0.03% Add +2.4% 52,717 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +47.3% 50,386 $4.6M
Captrust Financial Advisors 0.01% Add +27.4% 51,996 $4.6M
Natixis Advisors, LLC 0.01% Add +5.8% 51,491 $4.5M
MUFG Securities EMEA plc 0.05% Add +1219.5% 51,196 $4.5M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +0.7% 50,973 $4.5M
Kerusso Capital Management LLC 2.07% Add +174.2% 50,822 $4.5M
Ieq Capital, LLC 0.01% New 50,459 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -84.4% 49,700 $4.4M
IFM Investors Pty Ltd 0.04% Reduce -0.1% 48,974 $4.3M
MetLife Investment Management, LLC 0.02% Reduce -4.8% 48,212 $4.3M
HRT Financial LP 0.01% Add +58.9% 48,019 $4.2M
Kintegral Advisory, LLC 0.35% Reduce -2.7% 47,134 $4.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -4.5% 46,503 $4.1M
Osaic Holdings, Inc. 0.01% Reduce -9.4% 45,320 $4.0M
Groupe la Francaise 0.06% Reduce -0.1% 45,279 $4.0M
Econ Financial Services Corp 1.99% New 44,914 $4.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.3% 44,875 $4.0M
DNB Asset Management AS 0.01% Add +9.9% 44,073 $3.9M
Cwm, LLC 0.01% Add +91.4% 43,486 $3.8M
Voya Investment Management LLC 0.00% Reduce -5.4% 43,466 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -31.4% 43,291 $3.8M
Lombard Odier Asset Management (Switzerland) SA 0.16% New 43,179 $3.8M
ProShare Advisors LLC 0.01% Reduce -8.1% 42,726 $3.8M
Retirement Systems of Alabama 0.01% Reduce -1.6% 42,531 $3.8M
Sei Investments Co. 0.00% Add +54.6% 41,312 $3.6M
Landscape Capital Management, L.L.C. 0.23% Reduce -5.8% 39,665 $3.5M
Pathstone Holdings, LLC 0.01% Add +2.8% 39,568 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +22.5% 39,464 $3.5M
Corient Private Wealth LP 0.00% Add +5.7% 39,319 $3.5M
Amalgamated Bank 0.02% Reduce -0.6% 39,181 $3.5M
ExodusPoint Capital Management, LP 0.04% Add +1045.3% 39,146 $3.5M
Advisors Asset Management, Inc. 0.06% Add +4.6% 38,837 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +17.5% 38,717 $3.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.6% 37,995 $3.4M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -11.2% 37,816 $3.3M
Oddo BHF Asset Management Sas 0.12% Add +31.0% 37,257 $3.3M
FAS Wealth Partners, Inc. 0.21% Add +7.0% 36,910 $3.3M
Baird Financial Group, Inc. 0.01% Add +0.1% 36,622 $3.2M
Utah Retirement Systems 0.03% Reduce -0.5% 36,454 $3.2M
Freestone Capital Holdings, LLC 0.09% Add +4.0% 36,281 $3.2M
Avantax Planning Partners, Inc. 0.09% Reduce -1.7% 35,389 $3.1M
Foster & Motley Inc. 0.16% Reduce -14.5% 34,980 $3.1M
Daiwa Securities Group Inc. 0.01% Add +1.5% 34,156 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -4.5% 34,140 $3.0M
Ethic Inc. 0.05% Add +11.3% 34,038 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +301.7% 33,121 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +199.6% 32,911 $2.9M
Centric Wealth Management 0.61% Add +0.2% 29,907 $2.9M
NEOS Investment Management LLC 0.02% Add +18.2% 32,055 $2.8M
Tredje AP-fonden 0.02% No change 31,508 $2.8M
USS Investment Management Ltd 0.01% Add +1.7% 30,446 $2.7M
AlphaQuest LLC 0.15% Add +212.9% 30,437 $2.7M
Mercer Global Advisors Inc. 0.00% Add +79.6% 29,972 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -11.5% 29,660 $2.6M
Ensign Peak Advisors, Inc 0.00% Reduce -35.1% 29,526 $2.6M
Private Advisor Group, LLC 0.01% Add +14.1% 29,379 $2.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -19.3% 29,376 $2.6M
New York Life Investment Management LLC 0.02% Reduce -1.8% 29,303 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.7% 28,799 $2.5M
Cibc World Markets Corp. 0.01% — 28,604 $2.5M
Vident Advisory, LLC 0.02% Add +2.2% 28,316 $2.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -80.3% 28,235 $2.5M
GMO 0.01% Add +163.0% 27,625 $2.4M
Rakuten Investment Management, Inc. 0.01% Reduce -87.8% 27,268 $2.4M
Algert Global LLC 0.04% New 27,350 $2.4M
UniSuper Management Pty Ltd 0.01% Reduce -14.5% 27,346 $2.4M
Claro Advisors Inc. 0.32% New 26,978 $2.4M
Janus Henderson Group PLC 0.00% Add +1.5% 26,947 $2.4M
Kepler Cheuvreux (Suisse) SA 0.13% Reduce -21.6% 25,678 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.7% 25,618 $2.3M
OP Asset Management Ltd 0.03% Reduce -2.6% 25,346 $2.2M
Columbus Macro, LLC 0.24% Reduce -3.0% 25,178 $2.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +0.8% 25,151 $2.2M
Dakota Wealth Management 0.04% Reduce -8.1% 24,890 $2.2M
Engineers Gate Manager LP 0.03% Reduce -73.6% 24,890 $2.2M
Hohimer Wealth Management, LLC 0.30% Reduce -1.4% 24,694 $2.2M
Simon Quick Advisors, LLC 0.09% Reduce -0.1% 24,459 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -7.9% 23,880 $2.1M
National Pension Service 0.00% Reduce -93.9% 23,684 $2.1M
iSAM Funds (UK) Ltd 0.74% Reduce -14.3% 23,233 $2.0M
Siemens Fonds Invest GmbH 0.11% Reduce -26.2% 22,676 $2.0M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.3% 22,837 $2.0M
MAI Capital Management 0.01% Add +1.5% 22,543 $2.0M
Jefferies Financial Group Inc. 0.02% Add +145.9% 22,131 $2.0M
BBR Partners, LLC 0.10% Reduce -0.1% 22,001 $1.9M
Schroder Investment Management Group 0.00% Add +41.9% 21,614 $1.9M
GoalVest Advisory LLC 0.36% Reduce -11.3% 21,508 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -2.3% 21,468 $1.9M
Generali Asset Management SPA SGR 0.04% Add +57.2% 21,156 $1.9M
Ostrum Asset Management 0.09% Reduce -16.9% 21,143 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.6% 20,900 $1.8M
D. E. Shaw & Co. 0.00% Reduce -91.0% 20,658 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -2.1% 20,516 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -1.2% 20,326 $1.8M
Heritage Trust Co 0.18% Add +23.2% 20,333 $1.8M
Jones Financial Companies LLLP 0.00% Add +8.9% 20,313 $1.8M
Pacer Advisors, Inc. 0.00% Add +23.3% 20,119 $1.8M
Handelsbanken Fonder AB 0.01% Add +90.4% 20,082 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -8.1% 20,029 $1.8M
Groupama Asset Managment 0.03% Reduce -8.6% 19,689 $1.7M
Lecap Asset Management Ltd. 0.69% Add +0.4% 19,682 $1.7M
Sanctuary Advisors, LLC 0.01% Add +9.7% 19,611 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +2.3% 19,543 $1.7M
V-Square Quantitative Management LLC 0.18% Reduce -4.3% 19,498 $1.7M
Greenwood Capital Associates LLC 0.19% Add +17.4% 19,367 $1.7M
Foster Group, Inc. 0.05% Add +0.3% 19,049 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.74% Reduce -9.5% 18,824 $1.7M
VCI Wealth Management LLC 0.46% New 18,711 $1.7M
Board of the Pension Protection Fund 1.57% Add +315.6% 18,700 $1.6M
US Bancorp \de 0.00% Reduce -2.4% 18,600 $1.6M
Commerce Bank 0.01% Reduce -8.3% 18,515 $1.6M
Capital Fund Management S.A. 0.02% Reduce -10.1% 18,292 $1.6M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.4% 18,237 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% New 18,139 $1.6M
Federated Hermes, Inc. 0.00% Reduce -20.8% 18,096 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 17,611 $1.6M
Principal Securities, Inc. 0.02% Add +1.3% 17,346 $1.5M
Crossmark Global Holdings, Inc. 0.02% Add +2.9% 17,200 $1.5M
Voleon Capital Management LP 0.03% Reduce -62.7% 16,936 $1.5M
Osmosis Investment Management UK Ltd 0.04% — 16,901 $1.5M
Choreo, LLC 0.02% Add +3.2% 16,630 $1.5M
Cresset Asset Management, LLC 0.01% Add +58.4% 16,708 $1.5M
OpenArc Corporate Advisory, LLC 0.02% — 16,653 $1.5M
Oak Thistle LLC 0.20% New 16,570 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,472 $1.5M
Donoghue Forlines LLC 0.45% Reduce -11.3% 16,472 $1.5M
Modern Wealth Management, LLC 0.03% Add +18.5% 16,381 $1.4M
HighTower Advisors, LLC 0.00% Reduce -7.9% 16,040 $1.4M
Commonwealth Retirement Investments LLC 0.45% Add +2.0% 15,747 $1.4M
Farther Finance Advisors, LLC 0.01% Add +19.0% 15,599 $1.4M
Cornercap Investment Counsel Inc. 0.67% Reduce -1.3% 15,312 $1.4M
Vest Financial, LLC 0.02% Add +11.4% 15,246 $1.3M
Hartford Investment Management Co. 0.04% Add +2.7% 15,240 $1.3M
Neuberger Berman Group LLC 0.00% Add +11.9% 15,071 $1.3M
Investment Management Corp of Ontario 0.02% Add +44.1% 15,037 $1.3M
Stifel Financial Corp. 0.00% Add +7.4% 14,953 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +61.5% 14,775 $1.3M
Commerzbank Aktiengesellschaft 0.03% New 14,475 $1.3M
Avanza Fonder AB 0.03% No change 14,358 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +3.6% 14,302 $1.3M
Caxton Associates LLP 0.02% Reduce -3.7% 14,091 $1.2M
D.A. Davidson & Co. 0.01% Add +2.3% 14,028 $1.2M
Allstate Corp. 0.02% Add +94.9% 14,014 $1.2M
Mizuho Securities USA LLC 0.02% Reduce -1.4% 14,557 $1.2M
Kentucky Retirement Systems 0.03% No change 13,943 $1.2M
Procyon Advisors, LLC 0.06% Reduce -3.1% 13,734 $1.2M
PSI Advisors, LLC 0.30% Add +3.7% 13,681 $1.2M
Kestra Advisory Services, LLC 0.01% Add +4.5% 13,679 $1.2M
Wiregrass Investment Management LLC 1.00% — 13,520 $1.2M
Impax Asset Management Group plc 0.01% No change 13,450 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +0.4% 13,167 $1.2M
Merit Financial Group, LLC 0.01% Add +60.3% 13,137 $1.2M
EP Wealth Advisors, LLC 0.01% — 13,091 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +14.7% 12,993 $1.1M
Sterling Capital Management LLC 0.02% Reduce -6.0% 12,902 $1.1M
Pinebridge Investments LLC 0.01% — 12,891 $1.1M
Versor Investments LP 0.17% Add +55.4% 12,569 $1.1M
Savant Capital, LLC 0.01% Reduce -1.8% 12,493 $1.1M
Legacy Financial Group LLC 0.14% Add +3.5% 11,347 $1.1M
Redwood Investment Management, LLC 0.12% New 12,393 $1.1M
Mork Capital Management, LLC 0.67% New 12,370 $1.1M
Qsemble Capital Management, LP 0.09% New 12,313 $1.1M
Gulf International Bank (UK) Ltd 0.04% No change 12,263 $1.1M
Norinchukin Bank, The 0.01% Add +5.2% 12,241 $1.1M
Caprock Group, LLC 0.02% Add +31.2% 12,167 $1.1M
NewEdge Advisors, LLC 0.00% Add +15.6% 12,055 $1.1M
Glenmede Trust Co. NA 0.01% — 11,920 $1.1M
Pinion Investment Advisors, LLC 0.26% Reduce -10.4% 11,853 $1.0M
Gilbert & Cook, Inc. 0.13% Add +38.6% 11,783 $1.0M
Montag A & Associates Inc. 0.05% Reduce -16.5% 11,750 $1.0M
Intech Investment Management LLC 0.01% Reduce -32.7% 11,441 $1.0M
Metis Global Partners, LLC 0.02% Add +58.9% 11,385 $1.0M
National Wealth Management Group, LLC 0.35% New 11,318 $998K
HighPoint Advisor Group LLC 0.02% Add +18.2% 11,100 $979K
Transamerica Financial Advisors, LLC 0.08% Reduce -3.7% 11,035 $973K
Empowered Funds, LLC 0.02% Add +5.5% 10,908 $962K
Maryland State Retirement & Pension System 0.02% Reduce -6.1% 10,843 $956K
Integrity Alliance, Llc. 0.03% Add +176.8% 10,808 $953K
Martin Capital Partners, LLC 0.36% Reduce -0.7% 10,748 $948K
Oppenheimer & Co. Inc. 0.01% Add +2.0% 10,616 $936K
West Bancorporation Inc. 0.49% No change 10,610 $936K
Ascent Group, LLC 0.03% Add +2.1% 10,556 $931K
Laird Norton Wetherby Trust Company, LLC 0.02% New 10,504 $927K
Waverly Advisors, LLC 0.01% Add +14.8% 10,395 $917K
Tounjian Advisory Partners, LLC 0.31% Add +0.6% 10,370 $915K
Park Edge Advisors, LLC 0.20% No change 10,236 $903K
Louisiana State Employees Retirement System 0.02% Reduce -3.8% 10,200 $900K
Quadrant Capital Group LLC 0.03% Reduce -0.4% 10,127 $893K
Assetmark, Inc. 0.00% Add +17.6% 9,902 $873K
Plato Investment Management Ltd 0.06% Add +14.7% 9,747 $864K
Evolve Private Wealth, LLC 0.05% — 9,775 $862K
Summit Trail Advisors, LLC 0.01% Reduce -29.7% 9,732 $858K
Basepoint Wealth LLC 0.51% Add +0.6% 9,577 $845K
Praxis Investment Management Inc. 0.05% No change 9,570 $844K
Picton Mahoney Asset Management 0.01% New 9,435 $832K
Bessemer Group Inc. 0.00% Reduce -5.2% 9,415 $831K
ING Groep NV 0.00% Reduce -2.8% 9,289 $819K
New Mexico Educational Retirement Board 0.02% Reduce -1.1% 9,254 $816K
Verdence Capital Advisors LLC 0.05% Add +1.7% 9,242 $815K
Focus Partners Advisor Solutions, LLC 0.01% Add +60.1% 9,227 $814K
Fifth Third Bancorp 0.00% Add +1.4% 9,130 $805K
Elevated Capital Advisors, LLC 0.19% Add +4.7% 9,100 $803K
Ausdal Financial Partners, Inc. 0.04% Add +3.5% 9,032 $797K
Holderness Investments Co. 0.16% Reduce -2.4% 9,028 $796K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 8,830 $790K
South Dakota Investment Council 0.01% Reduce -5.3% 8,914 $786K
Gotham Asset Management 0.00% Add +147.2% 8,763 $773K
Truist Financial Corp. 0.00% Add +7.2% 8,696 $767K
OMERS ADMINISTRATION Corp 0.01% Reduce -53.8% 8,518 $751K
Argonautica Private Wealth Management, Inc. 0.22% Reduce -3.4% 8,460 $746K
&partners 0.00% Add +5.7% 8,411 $744K
Pinnacle Associates Ltd. 0.01% Add +15.8% 8,422 $743K
Syon Capital LLC 0.04% Add +15.0% 8,363 $738K
Allworth Financial LP 0.00% Reduce -3.3% 8,251 $728K
Brooklyn Investment Group 0.03% Add +113.4% 8,116 $723K
Legato Capital Management LLC 0.06% New 8,169 $721K
Equitable Holdings, Inc. 0.00% Reduce -1.1% 8,144 $718K
Curi Capital, LLC 0.01% New 8,115 $716K
IFP Advisors, Inc 0.02% Reduce -2.1% 8,004 $706K
City State Bank 0.19% Reduce -1.2% 7,938 $700K
Assenagon Asset Management S.A. 0.00% Reduce -98.9% 7,922 $699K
Empirical Finance, LLC 0.03% Reduce -4.1% 7,847 $692K
Wolff Financial Management LLC 0.15% No change 7,815 $689K
GAMMA Investing LLC 0.03% Add +25.8% 7,785 $687K
Worldquant Millennium Advisors LLC 0.00% Reduce -94.1% 7,647 $675K
North Dakota State Investment Board 0.03% — 7,634 $673K
Vivid Wealth Management, LLC 0.26% Add +0.0% 7,623 $672K
Forum Financial Management, LP 0.01% Add +0.1% 7,546 $666K
United Capital Financial Advisors, LLC 0.00% Add +21.7% 7,544 $665K
Atria Investments, Inc 0.01% Add +14.1% 7,506 $662K
HB Wealth Management, LLC 0.00% Add +37.7% 7,453 $658K
Park Avenue Securities LLC 0.01% Add +28.2% 7,446 $657K
Chicago Partners Investment Group LLC 0.02% Add +12.3% 7,200 $657K
Sunbelt Securities, Inc. 0.04% Reduce -3.5% 7,442 $656K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 7,413 $654K
Plimoth Trust Co. LLC 0.15% Reduce -2.0% 7,398 $653K
Mokosak Advisory Group, LLC 0.16% Add +0.8% 7,209 $636K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.5% 7,196 $635K
Jacobi Capital Management LLC 0.04% Add +0.7% 7,162 $632K
Hilltop Holdings Inc. 0.04% Add +0.5% 7,050 $622K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 7,000 $617K
Sivia Capital Partners, LLC 0.13% New 6,999 $617K
Cornerstone Wealth Management, LLC 0.03% Add +36.2% 6,966 $614K
Carret Asset Management, LLC 0.06% No change 6,948 $613K
Vestcor Inc 0.02% No change 6,839 $603K
Prosperity Consulting Group, LLC 0.03% Add +3.3% 6,810 $601K
Callan Family Office, LLC 0.01% Add +15.2% 6,794 $599K
Regions Financial Corp. 0.00% Add +7.8% 6,765 $597K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +30.6% 6,738 $594K
UMB Bank, n.a. 0.01% Add +214.8% 6,690 $590K
AIA Group Ltd 0.01% New 6,655 $587K
Abn Amro Investment Solutions 0.01% New 6,642 $586K
Obermeyer Wealth Partners 0.03% Add +3.9% 6,591 $581K
Guggenheim Capital LLC 0.00% Reduce -51.0% 6,545 $577K
Gentry Private Wealth, LLC 0.36% Reduce -12.7% 6,482 $572K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +2.8% 6,461 $570K
E. Ohman J:or Asset Management AB 0.01% Reduce -40.8% 6,450 $569K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 6,450 $569K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 6,388 $563K
Curat Global, LLC 0.63% Reduce -24.2% 6,382 $563K
Johnson Investment Counsel Inc. 0.00% Add +95.9% 6,333 $559K
Arax Advisory Partners 0.02% Reduce -50.1% 6,326 $558K
Hilltop National Bank 0.13% No change 6,299 $556K
Venture Visionary Partners LLC 0.02% Add +0.9% 6,285 $554K
Greenleaf Trust 0.01% Add +0.6% 6,283 $554K
M&T Bank Corp 0.00% Add +58.2% 6,245 $551K
MML Investors Services, LLC 0.00% Add +18.0% 6,232 $550K
Romano Brothers and Company 0.06% No change 6,185 $546K
Axq Capital, LP 0.12% New 6,159 $543K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.7% 6,665 $541K
Coldstream Capital Management Inc. 0.01% Reduce -0.1% 6,124 $540K
Capital Investment Advisors, LLC 0.01% Add +0.1% 6,123 $540K
Vontobel Holding Ltd. 0.00% Reduce -0.4% 6,102 $538K
Centennial Wealth Advisory LLC 0.14% Add +5.2% 6,060 $535K
Jackson Creek Investment Advisors LLC 0.16% New 6,028 $532K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.0% 5,919 $522K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 5,844 $515K
Apella Capital, LLC 0.01% Add +0.0% 5,834 $515K
Iowa State Bank 0.09% No change 5,730 $505K
Apollon Wealth Management, LLC 0.01% Reduce -5.3% 5,726 $505K
CWA Asset Management Group, LLC 0.02% Add +3.9% 5,676 $501K
Nomura Holdings Inc. 0.00% Add +7.8% 5,672 $500K
DRW Securities, LLC 0.04% New 5,646 $498K
Palisade Asset Management, LLC 0.05% No change 5,616 $495K
Lido Advisors, LLC 0.00% Add +3.1% 5,801 $483K
Tower Research Capital LLC (TRC) 0.01% Add +42.5% 5,453 $481K
Securian Asset Management, Inc. 0.02% Reduce -44.2% 5,436 $480K
Mufg Securities Americas Inc. 0.03% Reduce -1.5% 5,386 $475K
Squarepoint Ops LLC 0.00% Reduce -98.3% 5,328 $470K
Krilogy Financial LLC 0.02% Add +14.6% 5,048 $469K
Tema ETFs LLC 0.04% Reduce -0.2% 5,260 $464K
Boothbay Fund Management, LLC 0.01% New 5,251 $463K
IHT Wealth Management, LLC 0.01% Add +0.5% 5,250 $463K
Huntington National Bank 0.00% Add +38.4% 5,230 $461K
STRS Ohio 0.00% Reduce -1.8% 5,213 $460K
Arkadios Wealth Advisors 0.01% Add +23.5% 5,208 $459K
Focus Financial Network, Inc. 0.02% Add +0.6% 5,201 $459K
Benin Management CORP 0.10% No change 5,200 $459K
Canada Post Corp Registered Pension Plan 0.02% Add +27.2% 5,046 $445K
Kingsview Wealth Management, LLC 0.01% Reduce -44.1% 4,982 $439K
Concurrent Investment Advisors, LLC 0.01% Add +43.9% 4,927 $435K
Twin Capital Management Inc. 0.05% Add +0.9% 4,894 $432K
Horizon Investments, LLC 0.01% Reduce -31.1% 4,867 $429K
Argentarii, LLC 0.14% Add +0.1% 4,788 $422K
Aprio Wealth Management, LLC 0.02% New 4,718 $416K
Stratos Wealth Partners, LTD. 0.00% Add +10.3% 4,707 $415K
Benjamin Edwards Inc. 0.00% Add +0.7% 4,702 $415K
Premier Path Wealth Partners, LLC 0.05% Reduce -3.0% 4,689 $414K
Hancock Whitney Corp. 0.01% Reduce -4.1% 4,664 $411K
Waldron Private Wealth LLC 0.02% No change 4,656 $411K
Asahi Life Asset Management Co., LTD. 0.23% Reduce -4.7% 4,643 $410K
Inceptionr LLC 0.11% Reduce -38.8% 4,637 $409K
Harbor Capital Advisors, Inc. 0.03% Reduce -0.1% 4,574 $403K
Rexford Capital Inc. 0.30% No change 4,556 $402K
Vise Technologies, Inc. 0.01% Add +42.2% 4,541 $401K
AlphaStar Capital Management, LLC 0.03% Add +6.7% 4,478 $395K
Wealthspire Advisors, LLC 0.00% Add +198.7% 4,459 $393K
QRG Capital Management, Inc. 0.00% Reduce -2.5% 4,453 $393K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -14.1% 4,445 $392K
Perigon Wealth Management, LLC 0.01% New 4,444 $392K
Rothschild Investment LLC 0.02% Add +31.2% 4,437 $391K
CIBC Private Wealth Group LLC 0.00% Reduce -6.4% 4,408 $389K
Impact Partnership Wealth, LLC 0.05% Reduce -6.8% 4,406 $389K
Verition Fund Management LLC 0.00% Reduce -56.6% 4,362 $385K
Mgo One Seven LLC 0.01% Add +42.5% 4,333 $382K
Beacon Financial Group 0.04% No change 4,331 $382K
Sagespring Wealth Partners, LLC 0.01% Add +8.7% 4,307 $380K
Exchange Traded Concepts, LLC 0.00% Reduce -39.4% 4,301 $379K
DGS Capital Management, LLC 0.06% New 4,252 $375K
Sompo Asset Management Co., Ltd. 0.06% Add +18.1% 4,240 $374K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.1% 4,218 $372K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,218 $372K
Aptus Capital Advisors, LLC 0.00% Add +21.8% 4,193 $370K
Trivium Point Advisory, LLC 0.04% Reduce -4.7% 4,181 $369K
Woodline Partners LP 0.00% New 4,075 $359K
Keybank National Association 0.00% Add +27.8% 4,066 $359K
Seeds Investor LLC 0.07% Add +28.6% 4,051 $357K
Integrated Wealth Concepts LLC 0.00% New 4,050 $357K
Blackhawk Capital Partners, LLC 0.13% Add +5.4% 4,025 $355K
Jackson, Grant Investment Advisers, Inc. 0.12% No change 3,995 $352K
Optima Capital LLC 0.15% Add +0.8% 3,968 $350K
JMN Financial LLC 0.35% — 3,960 $349K
Glaxis Capital Management, LLC 0.60% Add +0.9% 3,941 $348K
Perpetual Ltd 0.01% New 3,892 $343K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,882 $342K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -19.0% 3,870 $341K
Independent Advisor Alliance 0.01% Reduce -1.7% 3,846 $339K
LVW Advisors, LLC 0.03% Add +2.1% 3,838 $339K
Robinson Smith Wealth Advisors LLC 0.23% No change 3,821 $337K
Global Retirement Partners, LLC 0.01% Add +129.9% 3,775 $333K
Brevan Howard Capital Management LP 0.01% Reduce -89.7% 3,771 $333K
Alteri Wealth LLC 0.11% Reduce -6.5% 3,715 $328K
Waddell & Associates, LLC 0.02% New 3,703 $327K
Quantbot Technologies LP 0.01% Reduce -91.4% 3,700 $326K
Aaron Wealth Advisors LLC 0.02% Add +41.9% 3,655 $322K
First Citizens Financial Corp 0.16% Add +4.8% 3,654 $322K
NorthCrest Asset Manangement, LLC 0.01% New 3,541 $320K
Two Sigma Securities, LLC 0.04% Reduce -47.0% 3,598 $317K
Meeder Advisory Services, Inc. 0.01% Reduce -50.1% 3,591 $317K
Daymark Wealth Partners, LLC 0.01% Add +8.4% 3,584 $316K
One Wealth Advisors, LLC 0.04% Add +0.1% 3,575 $315K
Orion Porfolio Solutions, LLC 0.00% Reduce -11.3% 3,535 $312K
Sageworth Trust Co of South Dakota 0.25% Reduce -4.5% 3,531 $311K
TCW Group Inc. 0.00% New 3,523 $311K
AlphaGrep UK Ltd 0.10% — 3,516 $310K
Gsa Capital Partners LLP 0.03% Reduce -38.2% 3,512 $310K
FourThought Financial Partners, LLC 0.03% Add +0.1% 3,485 $307K
Kane Co Wealth Management, Inc. 0.27% — 3,484 $307K
Argent Trust Co 0.01% No change 3,427 $302K
Smartleaf Asset Management LLC 0.01% Add +18.0% 3,384 $301K
Provident Living Financial Services, Inc. 0.29% — 3,375 $298K
Csenge Advisory Group 0.01% Reduce -0.6% 3,332 $294K
Keeler & Nadler Financial Planning & Wealth Management 0.10% No change 3,332 $294K
Balyasny Asset Management L.P. 0.00% New 3,331 $294K
Ameritas Advisory Services, LLC 0.01% Add +181.4% 3,304 $291K
Checchi Capital Advisers, LLC 0.02% Add +6.4% 3,271 $289K
Essex Financial Services, Inc. 0.02% Add +16.2% 3,247 $286K
Lake Street Private Wealth, LLC 0.04% Reduce -0.8% 3,230 $285K
Berkshire Money Management, Inc. 0.03% New 3,222 $284K
Caerus Investment Advisors, LLC 0.09% New 3,220 $284K
Brown Advisory Inc. 0.00% Reduce -1.5% 3,215 $284K
Regal Investment Advisors LLC 0.02% Reduce -1.5% 3,214 $284K
Pallas Capital Advisors LLC 0.01% New 3,210 $283K
Chesley Taft & Associates LLC 0.01% Reduce -1.9% 3,203 $283K
Wellspring Financial Advisors, LLC 0.02% New 3,128 $276K
Adams Wealth Management 0.06% Reduce -15.4% 3,129 $276K
CacheTech Inc. 0.05% Reduce -15.4% 3,129 $276K
Renaissance Group LLC 0.01% Add +1.7% 3,108 $274K
Symphony Financial, Ltd. Co. 0.04% New 3,022 $268K
Rockland Trust Co. 0.01% No change 3,027 $267K
CX Institutional 0.01% Add +7.3% 3,023 $267K
Shepherd Financial Partners LLC 0.02% Add +0.1% 3,009 $265K
Central Pacific Bank - Trust Division 0.03% Reduce -9.0% 3,003 $265K
Security National Bank of So Dak 0.13% No change 3,000 $265K
Glassy Mountain Advisors, Inc. 0.08% No change 3,000 $265K
Brookstone Capital Management 0.00% Reduce -1.3% 2,981 $263K
Valeo Financial Advisors, LLC 0.01% Add +8.9% 2,964 $261K
Burney Co./ 0.01% Add +0.4% 2,962 $261K
HBK Sorce Advisory LLC 0.01% New 2,684 $261K
Gateway Investment Advisers LLC 0.00% New 2,946 $260K
Mutual Advisors, LLC 0.01% Add +4.6% 2,908 $257K
Busey Bank 0.01% No change 2,904 $256K
International Private Wealth Advisors LLC 0.16% Add +1.2% 2,890 $255K
Wbi Investments, LLC 0.07% New 2,883 $254K
NewEdge Wealth, LLC 0.00% New 2,848 $251K
Nicolet Bankshares Inc. 0.04% No change 2,845 $251K
180 Wealth Advisors, LLC 0.03% Reduce -10.1% 2,824 $249K
Compound Planning, Inc. 0.01% Add +13.2% 2,808 $248K
Park National Corp. 0.01% Reduce -0.3% 2,780 $245K
Balefire, LLC 0.05% Reduce -2.7% 2,765 $244K
Ballentine Partners, LLC 0.00% Reduce -0.3% 2,741 $242K
Farmers & Merchants Investments Inc. 0.01% No change 2,735 $241K
Winnacle Wealth LLC 0.18% Add +2.0% 2,701 $240K
EverSource Wealth Advisors, LLC 0.01% Add +12.1% 2,724 $240K
Mirabella Financial Services LLP 0.02% New 2,724 $240K
GTS Securities LLC 0.01% New 2,711 $239K
Patton Fund Management, Inc. 0.03% Reduce -9.7% 2,706 $239K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.4% 2,691 $237K
Wedmont Private Capital 0.01% Add +3.7% 2,606 $237K
Sageworth Trust Co 0.01% No change 2,683 $237K
Kinloch Capital, LLC 0.10% No change 2,675 $236K
Advisory Services Network, LLC 0.00% Reduce -1.9% 2,669 $235K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 2,646 $235K
RFG - Bristol Wealth Advisors, LLC 0.07% New 2,650 $234K
Westmount Partners, LLC 0.06% No change 2,648 $234K
FIL Ltd 0.00% New 2,646 $233K
Investment Research & Advisory Group, Inc. 0.08% New 2,636 $233K
nVerses Capital, LLC 0.52% — 2,639 $233K
Leavell Investment Management, Inc. 0.01% Add +0.0% 2,624 $231K
Ritholtz Wealth Management 0.00% New 2,622 $231K
Whittier Trust Co. 0.00% No change 2,500 $230K
Kera Capital Partners, Inc. 0.03% New 2,415 $229K
Blair William & Co. 0.00% Reduce -15.6% 2,590 $228K
Tsfg, LLC 0.03% Add +0.9% 2,570 $227K
Foundations Investment Advisors, LLC 0.00% Reduce -23.9% 2,555 $225K
First Nebraska Trust Co 0.02% No change 2,529 $223K
S&co Inc. 0.01% No change 2,500 $220K
Paladin Partners, LLC 0.16% — 2,490 $220K
Long Run Wealth Advisors, LLC 0.04% Add +0.9% 2,488 $219K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -3.1% 2,476 $218K
Paragon Capital Management Ltd 0.04% New 2,459 $217K
SageView Advisory Group, LLC 0.01% Reduce -1.0% 2,452 $216K
StoneX Group Inc. 0.01% New 2,437 $215K
State of Wyoming 0.02% Reduce -51.5% 2,433 $215K
Signaturefd, LLC 0.00% Add +1.3% 2,430 $214K
Smith, Moore & Co. 0.02% New 2,412 $213K
Resurgent Financial Advisors LLC 0.11% New 2,402 $212K
Cora Capital Advisors LLC 0.08% New 2,401 $212K
Beacon Pointe Advisors, LLC 0.00% New 2,393 $211K
Panagora Asset Management Inc. 0.00% New 2,380 $210K
Acropolis Investment Management, LLC 0.01% New 2,378 $210K
Kavar Capital Partners Group, LLC 0.03% New 2,360 $208K
Trust Asset Management LLC 0.01% Reduce -3.8% 2,352 $207K
waypoint wealth counsel 0.08% New 2,331 $206K
Evoke Wealth, LLC 0.00% New 2,323 $205K
Auxier Asset Management LLC 0.03% New 2,322 $205K
Erste Asset Management GmbH 0.00% Reduce -60.1% 2,300 $205K
Essential Partners LLC 0.06% Add +134.6% 2,320 $205K
Van Eck Associates Corp. 0.00% Add +26.8% 2,311 $204K
Independent Wealth Network Inc. 0.06% New 2,310 $204K
Cidel Asset Management Inc. 0.01% Reduce -6.5% 2,307 $204K
Koshinski Asset Management, Inc. 0.01% New 2,304 $203K
Harbour Investments, Inc. 0.00% Add +10.0% 2,287 $202K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,278 $201K
Ofi Invest Asset Management 0.00% New 2,531 $190K
Employees Retirement System of Texas 0.00% New 2,126 $188K
Clarity Asset Management, Inc. 0.10% Add +71.3% 2,119 $187K
Ameritas Investment Partners, Inc. 0.01% No change 2,113 $186K
EFG International AG 0.00% — 2,062 $182K
Capital Analysts, LLC 0.00% Add +8.0% 1,954 $173K
West Financial Advisors, LLC 0.03% No change 1,806 $159K
Brown Brothers Harriman & Co. 0.00% Add +34.1% 1,797 $159K
Silvant Capital Management LLC 0.01% No change 1,747 $154K
CENTRAL TRUST Co 0.00% Reduce -0.5% 1,737 $153K
Compass Financial Services Inc 0.06% Add +0.7% 1,693 $149K
Parallel Advisors, LLC 0.00% Add +7.6% 1,686 $149K
Manchester Capital Management LLC 0.02% Add +22.2% 1,680 $148K
Harbor Investment Advisory, LLC 0.01% Add +5.0% 1,654 $146K
Atlas Capital Advisors Inc. 0.02% — 1,650 $146K
Torren Management, LLC 0.07% — 1,641 $145K
Quent Capital, LLC 0.01% Add +4.0% 1,601 $141K
Hills Bank & Trust Co 0.01% Add +14.2% 1,601 $141K
Raiffeisen Bank International AG 0.00% No change 1,570 $140K
LGT Financial Advisors LLC 0.84% Reduce -0.1% 1,547 $136K
Nemes Rush Group LLC 0.01% Add +0.8% 1,440 $127K
JNBA Financial Advisors 0.01% No change 1,432 $126K
Private Trust Co. NA 0.01% Add +71.6% 1,321 $117K
JFS Wealth Advisors, LLC 0.01% Add +4.2% 1,278 $113K
Clearstead Advisors, LLC 0.00% Add +38.8% 1,259 $111K
Caitong International Asset Management Co., Ltd 0.03% New 1,241 $109K
Capital Advisors, Ltd. LLC 0.01% No change 1,202 $106K
Hantz Financial Services, Inc. 0.00% Reduce -9.5% 1,205 $106K
Versant Capital Management, Inc 0.01% Reduce -3.6% 1,173 $103K
Olistico Wealth, LLC 0.05% New 1,158 $102K
CVA Family Office, LLC 0.01% Add +0.5% 1,128 $100K
Richardson Financial Services Inc. 0.03% No change 1,110 $98K
RMG Wealth Management LLC 0.01% Add +6.8% 1,059 $97K
Larson Financial Group LLC 0.00% Add +13.6% 1,101 $97K
GHP Investment Advisors, Inc. 0.00% Add +10.0% 1,099 $97K
Atlantic Union Bankshares Corp 0.00% Add +32.4% 1,066 $94K
Pingora Partners LLC 0.05% No change 1,000 $88K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 950 $88K
Key Capital Management, INC 0.09% — 977 $86K
Los Angeles Capital Management LLC 0.00% New 1,037 $86K
Security National Bank 0.01% No change 960 $85K
Root Financial Partners, LLC 0.00% Reduce -3.0% 951 $84K
Pinnacle Bancorp, Inc. 0.02% No change 951 $84K
Geneos Wealth Management Inc. 0.00% Reduce -1.1% 950 $84K
Quarry LP 0.01% New 920 $81K
First Community Trust NA 0.06% Add +87.6% 893 $79K
First Command Advisory Services, Inc. 0.00% Add +3.4% 893 $79K
TCTC Holdings, LLC 0.00% No change 875 $77K
TFC Financial Management, Inc. 0.01% No change 871 $77K
MV Capital Management, Inc. 0.01% Add +25.5% 852 $75K
Bokf, NA 0.00% Add +1.8% 805 $71K
Blue Trust, Inc. 0.00% Reduce -18.7% 802 $71K
CoreCap Advisors, LLC 0.00% Reduce -30.1% 763 $67K
Stephens Consulting, LLC 0.02% No change 725 $64K
Whipplewood Advisors, LLC 0.04% No change 700 $62K
Godsey & Gibb, Inc. 0.01% No change 700 $62K
Tompkins Financial Corp. 0.00% No change 650 $57K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -9.1% 648 $57K
Cromwell Holdings LLC 0.03% No change 642 $57K
Bfsg, LLC 0.01% No change 622 $55K
CYBER HORNET ETFs LLC 0.03% Add +5.7% 617 $54K
Fideuram Asset Management (Ireland) dac 0.00% — 669 $53K
ORG Partners LLC 0.01% Add +2.9% 600 $53K
Golden State Wealth Management, LLC 0.01% No change 596 $53K
Physician Wealth Advisors, Inc. 0.01% Add +57.8% 590 $52K
First Horizon Corp. 0.00% Add +142.9% 583 $51K
Deseret Mutual Benefit Administrators 0.02% No change 577 $51K
Legacy Bridge, LLC 0.02% No change 570 $50K
N.E.W. Advisory Services LLC 0.00% No change 560 $49K
Winch Advisory Services, LLC 0.01% Reduce -3.3% 557 $49K
Financial Consulate, Inc. 0.01% No change 551 $49K
Stilwell Value LLC 0.05% No change 547 $48K
Plante Moran Financial Advisors, LLC 0.00% No change 546 $48K
Motco 0.00% Reduce -7.9% 535 $47K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.4% 532 $47K
Dynamic Wealth Strategies, LLC 0.03% No change 528 $47K
City Holding Co. 0.01% Reduce -17.3% 525 $46K
True Wealth Design, LLC 0.01% Add +87.9% 511 $45K
Parkside Financial Bank & Trust 0.00% Add +4.3% 511 $45K
Westpac Banking Corp. 0.00% No change 511 $45K
Elyxium Wealth, LLC 0.01% New 508 $45K
Navigoe, LLC 0.03% No change 488 $43K
Clean Yield Group 0.01% Reduce -13.4% 484 $43K
Johnson Financial Group, Inc. 0.00% No change 478 $42K
Keating Financial Advisory Services, Inc. 0.01% — 473 $42K
Sentry Investment Management LLC 0.03% No change 464 $41K
Fortis Group Advisors, LLC 0.01% No change 458 $40K
Paladin Advisory Group, LLC 0.03% No change 449 $40K
SJS Investment Consulting Inc. 0.00% Add +159.3% 433 $38K
Flagship Harbor Advisors, LLC 0.00% New 431 $38K
Rialto Wealth Management, LLC 0.01% Add +3754.6% 424 $37K
Princeton Global Asset Management LLC 0.01% Add +315.7% 424 $37K
Brown, Lisle/Cummings, Inc. 0.01% No change 423 $37K
BankPlus Trust Department 0.01% No change 422 $37K
Anchor Investment Management, LLC 0.00% No change 414 $37K
Fortitude Family Office, LLC 0.01% Reduce -0.3% 405 $36K
GPS Wealth Strategies Group, LLC 0.03% Reduce -10.2% 404 $36K
Private Wealth Asset Management, LLC 0.00% No change 403 $36K
St Germain D J Co. Inc. 0.00% Add +66.5% 398 $35K
Miller Wealth Advisors, LLC 0.01% No change 396 $35K
MCF Advisors LLC 0.00% No change 394 $35K
Curio Wealth, LLC 0.01% No change 379 $34K
FWL Investment Management, LLC 0.01% No change 380 $34K
Toth Financial Advisory Corp. 0.00% No change 365 $32K
TD Capital Management LLC 0.00% Add +0.8% 363 $32K
Covestor Ltd 0.02% Reduce -4.2% 361 $32K
Basecamp Wealth Advisors LLC 0.01% — 349 $31K
American National Bank & Trust 0.00% No change 349 $31K
TD Private Client Wealth LLC 0.00% Reduce -2.8% 346 $31K
Quest 10 Wealth Builders, Inc. 0.03% Add +343.6% 346 $30K
Bell Investment Advisors, Inc 0.00% Add +4.6% 343 $30K
Ameriflex Group, Inc. 0.02% Reduce -74.4% 341 $30K
Ancora Advisors LLC 0.00% Add +169.3% 334 $29K
AdvisorNet Financial, Inc 0.00% Add +3.2% 324 $29K
Cullen/Frost Bankers, Inc. 0.00% Add +1.6% 321 $28K
Bogart Wealth, LLC 0.00% Add +4.0% 315 $28K
Concord Wealth Partners 0.00% No change 310 $27K
First Pacific Financial 0.00% Add +0.7% 300 $26K
Old Second National Bank of Aurora 0.01% No change 300 $26K
Summit Securities Group LLC 0.00% Reduce -14.4% 298 $26K
Colonial Trust Co / SC 0.00% Reduce -11.9% 295 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 295 $26K
Hilton Head Capital Partners, LLC 0.02% — 293 $26K
Pflug Koory, LLC 0.01% No change 285 $25K
YANKCOM Partnership 0.01% No change 282 $25K
DV Equities, LLC 0.00% — 278 $25K
North Star Investment Management Corp. 0.00% No change 277 $24K
Hoertkorn Richard Charles 0.01% No change 272 $24K
Wilkerson Advisory Group LLC 0.01% — 268 $24K
International Assets Investment Management, LLC 0.00% New 265 $23K
Center for Financial Planning, Inc. 0.00% No change 264 $23K
Legacy Wealth Managment, LLC 0.01% Add +262.5% 261 $23K
Spire Wealth Management 0.00% Add +51.7% 261 $23K
Salomon & Ludwin, LLC 0.00% Reduce -6.8% 245 $22K
Jessup Wealth Management, Inc 0.01% New 246 $22K
McIlrath & Eck, LLC 0.00% Add +242.3% 243 $21K
Financial Perspectives, Inc 0.01% No change 238 $21K
Grove Bank & Trust 0.00% No change 236 $21K
Caldwell Trust Co 0.00% No change 235 $21K
Creative Capital Management Investments LLC 0.01% New 234 $21K
Valley National Advisers Inc. 0.00% No change 235 $20K
GW&K Investment Management, LLC 0.00% No change 229 $20K
Kemnay Advisory Services Inc. 0.00% New 226 $20K
Country Trust Bank 0.00% No change 221 $19K
Key Financial Inc 0.00% Reduce -13.4% 219 $19K
Reflection Asset Management 0.01% — 215 $19K
SRH Advisors, LLC 0.01% No change 211 $19K
Activest Wealth Management 0.00% Add +2010.0% 211 $19K
DT Investment Partners, LLC 0.00% No change 210 $19K
Frazier Financial Advisors, LLC 0.01% No change 208 $18K
Blueline Advisors LLC 0.01% — 206 $18K
Smallwood Wealth Investment Management, LLC 0.01% New 206 $18K
Kentucky Trust Co 0.01% No change 200 $18K
New England Capital Financial Advisors LLC 0.01% No change 200 $18K
Union Savings Bank 0.01% — 195 $17K
Smithfield Trust Co 0.00% No change 190 $17K
Lanark Financial, Inc. 0.00% No change 190 $17K
Strategic Investment Solutions, Inc. 0.00% No change 189 $17K
Marquette Asset Management, LLC 0.00% Add +11.9% 188 $17K
Zions Bancorporation, National Association 0.00% Add +17.4% 182 $16K
SBI Securities Co., Ltd. 0.00% Reduce -3.2% 179 $16K
Team Financial Group, LLC 0.01% Add +0.6% 174 $15K
Investors Research Corp 0.00% No change 173 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 173 $15K
Bruce G. Allen Investments, LLC 0.01% No change 170 $15K
HHM Wealth Advisors, LLC 0.00% No change 169 $15K
Rossby Financial, LCC 0.00% Add +26.4% 163 $14K
Ares Financial Consulting, LLC 0.01% — 161 $14K
Asset Dedication, LLC 0.00% No change 161 $14K
Horizon Financial Services, LLC 0.01% Reduce -45.1% 158 $14K
Trust Co. of Vermont 0.00% No change 157 $14K
CoreFirst Bank & Trust 0.01% No change 150 $13K
Steigerwald, Gordon & Koch Inc. 0.00% New 149 $13K
Private Wealth Management Group, LLC 0.00% No change 146 $13K
Holos Integrated Wealth LLC 0.01% No change 138 $12K
Burkett Financial Services, LLC 0.00% No change 137 $12K
Vermillion Wealth Management, Inc. 0.00% No change 132 $12K
PFS Partners, LLC 0.01% Add +0.8% 124 $11K
Meeder Asset Management Inc. 0.00% Reduce -1.6% 124 $11K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 123 $11K
Cornerstone Planning Group LLC 0.00% Reduce -10.2% 115 $11K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -14.8% 109 $11K
REAP Financial Group, LLC 0.00% Add +0.9% 116 $10K
USA Financial Formulas 0.00% New 116 $10K
Sachetta, LLC 0.01% No change 115 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 100 $9K
Boyd Watterson Asset Management LLC 0.00% Reduce -10.4% 103 $9K
Financial Network Wealth Advisors LLC 0.01% No change 100 $9K
Graney & King, LLC 0.01% No change 100 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $9K
Atwood & Palmer Inc. 0.00% No change 100 $9K
Albion Financial Group 0.00% No change 100 $9K
Tucker Asset Management LLC 0.00% New 91 $8K
Westend Capital Management, LLC 0.00% No change 80 $7K
Vision Financial Markets LLC 0.01% Add +1.3% 76 $7K
Eq Wealth Advisors, LLC 0.00% New 75 $7K
Rosenberg Matthew Hamilton 0.00% No change 75 $7K
Strive Financial Group ,LLC 0.00% — 70 $6K
New Millennium Group LLC 0.00% No change 68 $6K
SHP Wealth Management 0.00% — 66 $6K
IMG Wealth Management, Inc. 0.00% No change 58 $5K
Westfuller Advisors, LLC 0.00% Reduce -1.7% 58 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -18.6% 57 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 54 $5K
Cornerstone Financial Management LLC 0.00% — 54 $5K
Davis Capital Management 0.00% Add +8.3% 52 $5K
SouthState Bank Corp 0.00% Reduce -23.4% 49 $4K
POM Investment Strategies, LLC 0.00% New 49 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 53 $4K
Howard Hughes Medical Institute 0.00% No change 44 $4K
Archer Investment Corp 0.00% No change 44 $4K
Abound Wealth Management 0.00% No change 41 $4K
Raffa Wealth Management, LLC 0.00% No change 41 $4K
HM Payson & Co. 0.00% No change 39 $3K
Financial Management Professionals, Inc. 0.00% No change 38 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.9% 36 $3K
Prestige Wealth Management Group LLC 0.00% No change 34 $3K
ROSS\JOHNSON & Associates LLC 0.06% Reduce -2.9% 34 $3K
Corsicana & Co. 0.00% No change 32 $3K
Kilter Group LLC 0.00% Reduce -21.1% 30 $3K
Triumph Capital Management 0.00% New 27 $2K
Elevation Wealth Partners, LLC 0.00% Add +44.4% 26 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +52.9% 26 $2K
LRI Investments, LLC 0.00% No change 26 $2K
Walleye Capital LLC 0.00% Reduce -97.2% 25 $2K
Clayton Financial Group LLC 0.00% New 23 $2K
Avion Wealth 0.00% No change 24 $2K
Dunhill Financial, LLC 0.00% Add +10.5% 21 $2K
Hughes Financial Services, LLC 0.00% No change 21 $2K
Turning Point Benefit Group, Inc. 0.00% Add +400.0% 20 $2K
Nvwm, LLC 0.00% Add +33.3% 20 $2K
Nova Wealth Management, Inc. 0.00% No change 18 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 15 $1K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
Principia Wealth Advisory, LLC 0.00% No change 15 $1K
CBIZ Investment Advisory Services, LLC 0.00% No change 14 $1K
Clark Wealth Partners 0.00% No change 13 $1K
1015 Capital Partners, LLC 0.00% — 12 $1K
Penserra Capital Management LLC 0.00% No change 15 $1K
HFM Investment Advisors, LLC 0.00% No change 11 $971
Aspect Partners, LLC 0.00% No change 11 $970
American Capital Advisory, LLC 0.00% Add +50.0% 9 $794
Arcadia Investment Management Corp. 0.00% New 9 $794
Investors Portfolio Services LLC 0.00% — 8 $744
Valued Wealth Advisors LLC 0.00% No change 8 $716
United Community Bank 0.00% Reduce -97.2% 8 $706
Cherry Tree Wealth Management, LLC 0.00% No change 8 $706
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $706
Lloyd Advisory Services, LLC. 0.00% New 7 $589
Addison Advisors LLC 0.00% No change 6 $530
Signature Equity Partners, LLC 0.00% — 6 $529
WestEnd Advisors, LLC 0.00% Add +50.0% 6 $529
NorthAvenue LLC 0.00% — 5 $442
Seneschal Advisors, LLC 0.00% No change 5 $442
Quaker Wealth Management, LLC 0.00% Add +25.0% 5 $442
Evolution Wealth Management Inc. 0.00% No change 5 $441
Atlantic Private Wealth, LLC 0.00% New 5 $441
Wealth Watch Advisors, INC 0.00% No change 5 $441
Aventura Private Wealth, LLC 0.00% New 5 $441
Y.D. More Investments Ltd 0.00% Reduce -24.2% 1,187 $328
DecisionPoint Financial, LLC 0.00% No change 2 $177
SOA Wealth Advisors, LLC. 0.00% No change 1 $103

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