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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 74255Y409

PRINCIPAL EXCHANGE TRADED FD

35 institutions · $30.6M total · 808,841 shares

#ManagerSharesValue% of TotalPeriod
1PRINCIPAL FINANCIAL GROUP INC700,000$26.7M86.54%2024-03-31
2CITADEL ADVISORS LLC19,556$712.8K2.41%2024-06-30
3Raymond James Financial Services Advisors, Inc.11,297$411.8K1.39%2024-06-30
4SUSQUEHANNA INTERNATIONAL GROUP, LLP10,360$377.6K1.28%2024-06-30
5MORGAN STANLEY8,372$305.2K1.03%2025-03-31
6FORTEM FINANCIAL GROUP, LLC7,994$265.4K0.98%2023-06-30
7Elevated Capital Advisors, LLC7,975$240.2K0.98%2023-12-31
8PRINCIPAL SECURITIES, INC.6,563$239.2K0.81%2024-06-30
9STIFEL FINANCIAL CORP6,584$236.6K0.81%2023-09-30
10LPL Financial LLC6,174$225.0K0.76%2024-06-30
11PSI Advisors, LLC4,899$178.6K0.60%2024-06-30
12Royal Bank of Canada4,046$154.0K0.50%2024-09-30
13CONCOURSE FINANCIAL GROUP SECURITIES, INC.3,465$126.3K0.42%2024-06-30
14Capital Investment Advisory Services, LLC3,057$111.4K0.37%2024-06-30
15ADVISOR GROUP HOLDINGS, INC.2,602$94.8K0.32%2024-06-30
16American Portfolios Advisors1,480$51.5K0.18%2023-03-31
17NewEdge Advisors, LLC1,286$43.2K0.15%2023-03-31
18Richard W. Paul & Associates, LLC1,037$37.8K0.12%2024-06-30
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO354$10.7K0.04%2023-12-31
20UBS Group AG226$8.2K0.02%2024-06-30
21TD Waterhouse Canada Inc.140$7.2K0.01%2023-12-31
22Glass Jacobson Investment Advisors llc193$6.9K0.02%2023-09-30
23BANK OF AMERICA CORP /DE/156$5.9K0.01%2024-03-31
24Coppell Advisory Solutions LLC123$4.5K0.01%2024-06-30
25Coppell Advisory Solutions Corp.123$4.1K0.01%2023-03-31
26MACROVIEW INVESTMENT MANAGEMENT LLC73$2.8K0.00%2024-03-31
27Global Retirement Partners, LLC68$2.5K0.00%2024-06-30
28Larson Financial Group LLC38$1.4K0.00%2024-06-30
29First Horizon Advisors, Inc.33$1.1K0.00%2023-03-31
30CIBC Private Wealth Group, LLC11$4060.00%2024-06-30
31Tower Research Capital LLC (TRC)3$1090.00%2024-06-30
32WELLS FARGO & COMPANY/MN1$300.00%2024-06-30
33BESSEMER GROUP INC200$70.02%2023-09-30
34VALLEY NATIONAL ADVISERS INC187$70.02%2024-03-31
35CWM, LLC165$60.02%2024-06-30