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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 74255Y763

PRINCIPAL EXCHANGE TRADED FD

22 institutions · $76.7M total · 3,943,286 shares

#ManagerSharesValue% of TotalPeriod
1PRINCIPAL FINANCIAL GROUP INC2,067,332$40.5M52.42%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC736,628$14.4M18.68%2025-12-31
3PRINCIPAL SECURITIES, INC.734,899$14.4M18.63%2025-12-31
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC186,734$3.7M4.73%2025-12-31
5Brinker Capital Investments, LLC43,426$761.3K1.10%2025-06-30
6HARBOR INVESTMENT ADVISORY, LLC31,447$615.6K0.79%2025-12-31
7JANE STREET GROUP, LLC31,383$614.3K0.79%2025-12-31
8Capital Investment Advisory Services, LLC24,730$484.1K0.62%2025-12-31
9TRUIST FINANCIAL CORP20,453$379.8K0.51%2024-03-31
10CITADEL ADVISORS LLC18,003$341.9K0.45%2024-12-31
11Orion Portfolio Solutions, LLC12,215$227.9K0.30%2024-03-31
12Royal Bank of Canada10,025$188.0K0.25%2024-09-30
13JONES FINANCIAL COMPANIES LLLP11,600$89.4K0.29%2025-03-31
14ADVISOR GROUP HOLDINGS, INC.2,521$49.4K0.06%2025-12-31
15CoreCap Advisors, LLC885$17.3K0.02%2025-12-31
16RAYMOND JAMES FINANCIAL INC133$2.6K0.00%2025-06-30
17ASSETMARK, INC88$1.7K0.00%2025-12-31
18UBS Group AG58$1.1K0.00%2025-12-31
19Cambridge Investment Research Advisors, Inc.10,725$2100.27%2025-12-31
20MORGAN STANLEY1$370.00%2025-12-31
21WELLS FARGO & COMPANY/MN0$60.00%2023-06-30
22CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30