Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Principal Exchange-Traded Funds - Principal Value ETF include SACAX - Strategic Asset Management Strategic Growth Portfolio Class A, SABPX - Strategic Asset Management Balanced Portfolio Class A, SAGPX - Strategic Asset Management Conservative Growth Portfolio Class A, SAIPX - Strategic Asset Management Conservative Balanced Portfolio Class A, SAUPX - Strategic Asset Management Flexible Income Portfolio Class A, Two Sigma Investments, Lp, and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,975 | 792 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26,640 | 22.40 | 1,313 | 24.45 | ||||
| 2025-06-23 | NP | SAGPX - Strategic Asset Management Conservative Growth Portfolio Class A | 994,000 | 46,042 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,026 | 7.26 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 49,797 | 60.37 | 2,468 | 61.98 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 5,684 | 6.04 | 282 | 6.84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126 | 6 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32,300 | 1,601 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 29 | 7.41 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,365 | 117 | ||||||
| 2025-06-23 | NP | SAUPX - Strategic Asset Management Flexible Income Portfolio Class A | 226,000 | 10,468 | ||||||
| 2025-06-23 | NP | SAIPX - Strategic Asset Management Conservative Balanced Portfolio Class A | 363,000 | 16,814 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 19,240 | 953 | ||||||
| 2025-06-23 | NP | SABPX - Strategic Asset Management Balanced Portfolio Class A | 1,186,000 | 54,936 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 451 | 19.63 | 22 | 22.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,000 | 297 | ||||||
| 2025-06-23 | NP | SACAX - Strategic Asset Management Strategic Growth Portfolio Class A | 1,198,000 | 55,491 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 34,106 | 36.01 | 1,690 | 37.40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,442 | 1.84 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416 | 447.37 | 21 | 566.67 |
