Filing Research | PRINCIPAL EXCHANGE TRADED FD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Segment Wealth Management, LLC	Shares	267.0KSH	$19.8M
2	Symphony Financial Services, Inc.	Shares	249.9KSH	$18.5M
3	Golden State Wealth Management, LLC	Shares	213.6KSH	$15.8M
4	Capital Investment Advisory Services, LLC	Shares	53.1KSH	$3.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.8KSH	$1.8M
6	Prospera Financial Services Inc	Shares	16.9KSH	$1.3M
7	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.5KSH	$927.8K
8	Kraft, Davis & Associates, LLC	Shares	9.2KSH	$682.6K
9	Cornerstone Wealth Management, LLC	Shares	6.3KSH	$469.2K
10	Cape Investment Advisory, Inc.	Shares	2.4KSH	$178.8K
11	Farther Finance Advisors, LLC	Shares	544SH	$40.3K
12	CoreCap Advisors, LLC	Shares	500SH	$37.1K

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Segment Wealth Management, LLC added	Shares	+12.1K	+$3.4M	$19.8M
2	Symphony Financial Services, Inc. added	Shares	+7.2K	+$2.9M	$18.5M
3	Golden State Wealth Management, LLC added	Shares	+3.9K	+$2.3M	$15.8M
4	Capital Investment Advisory Services, LLC added	Shares	+319	+$542.0K	$3.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2	+$242.6K	$1.8M
6	Cape Investment Advisory, Inc. new	Shares	+2.4K	+$178.8K	$178.8K
7	Prospera Financial Services Inc added	Shares	+10	+$167.0K	$1.3M
8	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$122.8K	$927.8K
9	Cornerstone Wealth Management, LLC trimmed	Shares	-149	+$52.5K	$469.2K
10	Farther Finance Advisors, LLC new	Shares	+544	+$40.3K	$40.3K
11	Kraft, Davis & Associates, LLC unchanged	Shares	0	+$31.3K	$682.6K
12	CoreCap Advisors, LLC unchanged	Shares	0	+$4.9K	$37.1K
13	Versant Capital Management, Inc exited	Shares	-1.2K	-$77.2K	$0
14	Legacy CG, LLC exited	Shares	-62.2K	-$4.0M	$0

Filing Research | PRINCIPAL EXCHANGE TRADED FD Institutional Holdings