Filing Research | PRINCIPAL EXCHANGE TRADED FD Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Bensler, LLC	Shares	927.0KSH	$17.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	633.9KSH	$12.0M
3	BENJAMIN EDWARDS INC	Shares	614.8KSH	$11.7M
4	Capital Investment Advisory Services, LLC	Shares	397.9KSH	$7.6M
5	Ocean Park Asset Management, LLC	Shares	192.0KSH	$3.7M
6	Fiduciary Alliance LLC	Shares	162.5KSH	$3.1M
7	MassMutual Private Wealth & Trust, FSB	Shares	134.8KSH	$2.6M
8	J.W. COLE ADVISORS, INC.	Shares	114.6KSH	$2.2M
9	LexAurum Advisors, LLC	Shares	60.2KSH	$1.1M
10	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	58.8KSH	$1.1M
11	First Citizens Financial Corp	Shares	58.3KSH	$1.1M
12	FLAGSTAR SECURITIES, INC	Shares	48.2KSH	$919.0K
13	Activest Wealth Management	Shares	32.2KSH	$614.6K
14	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	23.2KSH	$441.6K
15	Diversified Trust Co	Shares	20.0KSH	$381.1K
16	XML Financial, LLC	Shares	19.4KSH	$369.9K
17	Platform Technology Partners	Shares	19.0KSH	$362.1K
18	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	16.5KSH	$314.7K
19	MBL Wealth, LLC	Shares	16.0KSH	$305.0K
20	Venturi Wealth Management, LLC	Shares	15.5KSH	$295.4K
21	Mirae Asset Global Investments Co., Ltd.	Shares	13.6KSH	$259.5K
22	FIFTH THIRD SECURITIES, INC.	Shares	11.1KSH	$212.3K
23	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	11.1KSH	$211.0K
24	IFP Advisors, Inc	Shares	6.0KSH	$113.5K
25	HARBOR INVESTMENT ADVISORY, LLC	Shares	5.0KSH	$95.3K
26	Roxbury Financial LLC	Shares	4.0KSH	$76.6K
27	Farther Finance Advisors, LLC	Shares	2.2KSH	$41.2K
28	Cape Investment Advisory, Inc.	Shares	1.0KSH	$19.3K
29	Rosenberg Matthew Hamilton	Shares	495SH	$9.4K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	446SH	$8.5K
31	AdvisorNet Financial, Inc	Shares	299SH	$5.7K

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

34 / 34 loaded

#		Instrument
1	Capital Investment Advisory Services, LLC added	Shares	+321.2K	+$6.1M	$7.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+114.6K	+$2.2M	$2.2M
3	Bensler, LLC added	Shares	+95.2K	+$2.0M	$17.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.4K	+$673.3K	$12.0M
5	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+26.3K	+$509.6K	$1.1M
6	Venturi Wealth Management, LLC new	Shares	+15.5K	+$295.4K	$295.4K
7	Fiduciary Alliance LLC added	Shares	+14.2K	+$274.4K	$3.1M
8	FIFTH THIRD SECURITIES, INC. new	Shares	+11.1K	+$212.3K	$212.3K
9	LexAurum Advisors, LLC added	Shares	+10.0K	+$203.4K	$1.1M
10	Activest Wealth Management added	Shares	+5.3K	+$108.0K	$614.6K
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.2K	+$64.2K	$259.5K
12	IFP Advisors, Inc added	Shares	+3.0K	+$58.2K	$113.5K
13	Ocean Park Asset Management, LLC unchanged	Shares	0	+$46.1K	$3.7M
14	Farther Finance Advisors, LLC added	Shares	+1.4K	+$27.1K	$41.2K
15	Cape Investment Advisory, Inc. new	Shares	+1.0K	+$19.3K	$19.3K
16	XML Financial, LLC added	Shares	+257	+$9.5K	$369.9K
17	Platform Technology Partners unchanged	Shares	0	+$4.6K	$362.1K
18	First Citizens Financial Corp trimmed	Shares	-565	+$3.4K	$1.1M
19	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$1.2K	$95.3K
20	Roxbury Financial LLC trimmed	Shares	-23	+$540	$76.6K
21	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-119	+$417	$211.0K
22	FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed	Shares	-198	+$233	$314.7K
23	AdvisorNet Financial, Inc added	Shares	+4	+$146	$5.7K
24	Rosenberg Matthew Hamilton unchanged	Shares	0	+$119	$9.4K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$82	$8.5K
26	Abound Wealth Management exited	Shares	-158	-$3.0K	$0
27	MBL Wealth, LLC trimmed	Shares	-500	-$5.6K	$305.0K
28	Quest 10 Wealth Builders, Inc. exited	Shares	-373	-$7.0K	$0
29	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-5.5K	-$70.9K	$2.6M
30	FLAGSTAR SECURITIES, INC trimmed	Shares	-5.0K	-$82.4K	$919.0K
31	Diversified Trust Co trimmed	Shares	-5.3K	-$95.7K	$381.1K
32	SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed	Shares	-13.5K	-$248.1K	$441.6K
33	BENJAMIN EDWARDS INC trimmed	Shares	-47.8K	-$752.7K	$11.7M
34	Miller Global Investments, LLC exited	Shares	-152.3K	-$2.9M	$0