Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF meliputi Systelligence, LLC, Integrated Wealth Concepts LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Citizens Financial Group Inc/ri, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Envestnet Portfolio Solutions, Inc., EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, Fifth Third Bancorp, dan Strategic Wealth Partners, Ltd. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 1,256,291 | 58.70 | 78,594 | 74.85 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3,912 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 34,063 | 3.97 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,500 | 12.83 | 845 | 24.30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 54 | 3 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 315,466 | 16.27 | 19,736 | 28.11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 | 2 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74,709 | 1.95 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 349 | 22 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 32,147 | 2,011 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 257,232 | 0.36 | 16,092 | 10.58 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56,475 | 222.09 | 3,533 | 255.08 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 37,292,203 | 23.97 | 2,331,819 | 36.12 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 30,182 | 99.09 | 1,888 | 119.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 636,868 | 9.99 | 39,842 | 21.18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 208,248 | 43.23 | 11,824 | 35.47 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 9,749 | 21.29 | 610 | 33.55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33,229 | 39.48 | 2,079 | 53.70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25,510 | 6.68 | 1,578 | 16.29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 42,761 | 554.24 | 2,675 | 621.02 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 195,564 | 2.07 | 12,234 | 12.47 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Flexible Income Portfolio Class 1 | 140,407 | 9.35 | 8,784 | 20.48 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 883 | 40.83 | 55 | 57.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 55,109 | 136.68 | 3,448 | 160.74 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 32,570 | 0.99 | 2,033 | 11.34 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Growth Portfolio Class 1 | 1,062,311 | 26.87 | 66,458 | 39.79 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Balanced Portfolio Class 2 | 247,030 | 28.64 | 15,454 | 41.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,805 | 0.58 | 1,500 | 11.62 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Balanced Portfolio Class 2 | 1,333,807 | 26.21 | 83,443 | 39.06 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1,301 | 81 | ||||||
| 2025-07-22 | 13F | Legacy CG, LLC | 308,748 | 0.63 | 19,315 | 10.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,621 | 38.29 | 915 | 52.33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 358 | 22 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 25,973 | 9.61 | 1,625 | 20.74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,481 | 0.02 | 1 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 268,592 | 28.98 | 16,803 | 42.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,772 | 0.64 | 674 | 10.87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,830 | 302 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16,176 | 10.99 | 1,012 | 22.25 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 63,077 | 85.64 | 3,946 | 104.56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 50.00 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46,471 | 64.97 | 2,907 | 81.80 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Strategic Growth Portfolio Class 1 | 1,127,000 | 7.85 | 70,505 | 18.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,665 | 1,763.64 | 167 | 1,975.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,557 | 2,725 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 157 | 10 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 211,761 | 7.53 | 13,248 | 18.48 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1,600 | 100 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,418 | 20.21 | 339 | 32.55 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 133,231 | 2.04 | 8,335 | 12.42 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14,662 | 917 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 116,400 | 500.00 | 7,282 | 561.31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,783 | 60.47 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,486 | 880.87 | 719 | 987.88 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 17,535 | 1,097 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 602,093 | 3.98 | 37,667 | 14.56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 40,597 | 11.91 | 2,540 | 23.31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 158 | 0.64 | 10 | 12.50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56,211 | 3,517 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 67,603 | 4,229 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 19,196 | 1,201 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 132 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,002 | 1,502 |
