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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 74255Y714

PRINCIPAL EXCHANGE TRADED FD

20 institutions · $296.9M total · 7,927,132 shares

#ManagerSharesValue% of TotalPeriod
1PRINCIPAL SECURITIES, INC.3,886,459$145.7M49.02%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC3,370,164$126.3M42.51%2025-12-31
3RAYMOND JAMES FINANCIAL INC270,426$10.1M3.41%2025-12-31
4PRINCIPAL FINANCIAL GROUP INC198,099$7.3M2.49%2025-06-30
5COMMONWEALTH EQUITY SERVICES, LLC101,289$3.8M1.27%2025-12-31
6Next Level Private LLC28,387$1.1M0.35%2025-12-31
7SUSQUEHANNA INTERNATIONAL GROUP, LLP21,388$804.9K0.26%2025-09-30
8CITADEL ADVISORS LLC13,858$519.4K0.17%2025-12-31
9LPL Financial LLC12,922$473.3K0.16%2025-06-30
10Simplicity Wealth,LLC12,200$457.3K0.15%2025-12-31
11MML INVESTORS SERVICES, LLC5,770$216.3K0.07%2025-12-31
12Kestra Advisory Services, LLC2,638$98.9K0.03%2025-12-31
13CoreCap Advisors, LLC1,522$57.0K0.01%2025-12-31
14BANK OF AMERICA CORP /DE/1,251$41.3K0.01%2024-09-30
15UBS Group AG267$8.6K0.00%2025-03-31
16ADVISOR GROUP HOLDINGS, INC.127$4.8K0.00%2025-12-31
17ASSETMARK, INC104$3.9K0.00%2025-12-31
18JPMORGAN CHASE & CO79$2.5K0.00%2024-12-31
19BENJAMIN F. EDWARDS & COMPANY, INC.182$60.00%2024-06-30
20CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30