Principal Healthcare Innovators ETF (BTEC) Institutional Ownership

$40.21

+0.35 (+0.88%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 3
Total Institutional Inflows (last 12 months): $564.50K

Number of Institutional Sellers (last 12 months): 4
Total Institutional Outflows (last 12 months): $5.75M

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BTEC Institutional Buying and Selling by Quarter

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Principal Healthcare Innovators ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/23/2024	PSI Advisors LLC	4,908	$179K	0.1%	-5.6%	1.197%
4/29/2024	Principal Financial Group Inc.	700,000	$26.70M	0.0%	-17.3%	65.421%
2/7/2024	Principal Securities Inc.	6,332	$230K	0.0%	N/A	0.483%
1/16/2024	Raymond James Financial Services Advisors Inc.	9,274	$337K	0.0%	-32.3%	0.687%
1/9/2024	Elevated Capital Advisors LLC	8,275	$301K	0.1%	+3.8%	0.613%
11/2/2023	Capital Investment Advisory Services LLC	3,298	$99K	0.0%	-10.9%	0.227%
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10/17/2023	Elevated Capital Advisors LLC	7,975	$240K	0.1%	+6.0%	0.550%
8/18/2023	Elevated Capital Advisors LLC	7,526	$270K	0.1%	N/A	0.486%
7/28/2023	Capital Investment Advisory Services LLC	3,702	$133K	0.0%	+42.4%	0.239%
7/25/2023	Raymond James Financial Services Advisors Inc.	13,735	$493K	0.0%	+10.3%	0.886%
5/9/2023	Principal Financial Group Inc.	846,500	$28.15M	0.0%	-0.4%	56.433%
4/26/2023	Valley National Advisers Inc.	16,228	$572K	0.1%	+2.9%	1.047%
4/21/2023	Fortem Financial Group LLC	7,994	$265K	0.2%	-90.4%	0.516%
4/21/2023	Capital Investment Advisory Services LLC	2,599	$86K	0.0%	-10.8%	0.168%
4/14/2023	Raymond James Financial Services Advisors Inc.	12,450	$413K	0.0%	-11.0%	0.803%
2/8/2023	Raymond James Financial Services Advisors Inc.	13,986	$470K	0.0%	+10.2%	0.874%
2/7/2023	Richard W. Paul & Associates LLC	1,615	$54K	0.0%	N/A	0.101%
1/30/2023	Concourse Financial Group Securities Inc.	4,644	$156K	0.0%	-10.1%	0.290%
1/19/2023	PSI Advisors LLC	5,469	$184K	0.1%	-9.6%	0.342%
1/17/2023	Fortem Financial Group LLC	83,339	$2.80M	1.6%	-11.2%	5.209%
1/12/2023	Valley National Advisers Inc.	15,773	$548K	0.1%	-6.0%	0.986%
11/8/2022	Valley National Advisers Inc.	16,779	$574K	0.1%	-5.5%	0.987%
11/1/2022	Fortem Financial Group LLC	93,843	$3.23M	2.2%	+3.4%	5.520%
10/25/2022	Raymond James Financial Services Advisors Inc.	12,697	$436K	0.0%	-14.4%	0.747%
10/20/2022	PSI Advisors LLC	6,053	$208K	0.1%	-7.3%	0.356%
10/6/2022	Elevated Capital Advisors LLC	7,403	$254K	0.1%	N/A	0.435%
7/25/2022	Fortem Financial Group LLC	90,761	$2.93M	1.9%	+225.9%	5.339%
7/20/2022	Macroview Investment Management LLC	1,401	$45K	0.1%	-25.0%	0.082%
7/15/2022	Valley National Advisers Inc.	17,749	$633K	0.1%	+9.8%	1.044%
5/9/2022	Concourse Financial Group Securities Inc.	5,164	$204K	0.0%	+29.9%	0.304%
5/6/2022	Valley National Advisers Inc.	16,158	$640K	0.1%	-53.0%	0.950%
5/2/2022	Macroview Investment Management LLC	1,867	$74K	0.1%	N/A	0.107%
4/27/2022	Fortem Financial Group LLC	27,851	$1.10M	0.5%	+163.5%	1.547%
4/20/2022	Elevated Capital Advisors LLC	12,766	$505K	0.2%	N/A	0.709%
4/15/2022	Creative Financial Designs Inc. ADV	1,754	$69K	0.0%	-52.2%	0.097%
2/9/2022	Principal Financial Group Inc.	850,000	$40.26M	0.0%	-37.0%	45.946%
2/8/2022	Raymond James Financial Services Advisors Inc.	15,481	$732K	0.0%	-21.9%	0.837%
2/8/2022	Raymond James & Associates	10,595	$501K	0.0%	+10.4%	0.558%
2/7/2022	Concourse Financial Group Securities Inc.	3,976	$190K	0.0%	+13.4%	0.209%
2/3/2022	Cambridge Investment Research Advisors Inc.	5,502	$260K	0.0%	N/A	0.290%
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2/3/2022	Advisor Group Holdings Inc.	19,732	$934K	0.0%	+10.1%	1.039%
2/1/2022	Capital Investment Advisory Services LLC	2,692	$127K	0.0%	+14.5%	0.142%
1/31/2022	Commonwealth Equity Services LLC	4,909	$232K	0.0%	-66.1%	0.258%
1/26/2022	Creative Financial Designs Inc. ADV	3,667	$173K	0.0%	N/A	0.193%
1/20/2022	Fortem Financial Group LLC	10,568	$500K	0.2%	-17.8%	0.556%
11/15/2021	Flow Traders U.S. LLC	4,552	$249K	0.0%	-80.1%	0.182%
11/15/2021	Royal Bank of Canada	72,728	$3.97M	0.0%	+3.8%	2.909%
11/12/2021	PSI Advisors LLC	6,477	$354K	0.2%	+9.7%	0.259%
11/10/2021	Valley National Advisers Inc.	34,584	$1.89M	0.3%	+11.5%	1.383%
11/9/2021	Concourse Financial Group Securities Inc.	3,506	$192K	0.0%	+14.0%	0.140%
11/9/2021	Principal Financial Group Inc.	1,350,000	$73.82M	0.0%	+3.8%	54.000%
11/5/2021	Advisor Group Holdings Inc.	17,929	$980K	0.0%	+2.9%	0.717%
11/2/2021	Raymond James Financial Services Advisors Inc.	19,828	$1.08M	0.0%	+57.5%	0.793%
10/29/2021	Commonwealth Equity Services LLC	14,496	$791K	0.0%	-4.7%	0.580%
10/28/2021	Capital Investment Advisory Services LLC	2,352	$128K	0.0%	+89.4%	0.094%
10/27/2021	Merit Financial Group LLC	20,881	$1.14M	0.1%	+1.2%	0.835%
10/15/2021	Fortem Financial Group LLC	12,850	$702K	0.4%	+15.4%	0.514%
10/7/2021	Elevated Capital Advisors LLC	11,619	$635K	0.2%	N/A	0.465%
9/23/2021	Systelligence LLC	33,460	$2.04M	0.5%	-16.9%	1.287%
8/24/2021	Flow Traders U.S. LLC	22,874	$1.39M	0.1%	+32.8%	0.863%
8/17/2021	Merit Financial Group LLC	20,630	$1.26M	0.1%	+1.9%	0.778%
8/16/2021	Royal Bank of Canada	70,073	$4.27M	0.0%	+0.9%	2.644%
8/16/2021	Morgan Stanley	151,509	$9.22M	0.0%	+30.7%	5.717%
8/13/2021	LPL Financial LLC	15,453	$941K	0.0%	+10.1%	0.583%
8/13/2021	Stifel Financial Corp	3,641	$222K	0.0%	N/A	0.137%
8/11/2021	Commonwealth Equity Services LLC	15,209	$925K	0.0%	+6.2%	0.574%
8/11/2021	Susquehanna International Group LLP	38,491	$2.34M	0.0%	+711.9%	1.452%
8/10/2021	PSI Advisors LLC	5,906	$359K	0.2%	+11.5%	0.223%
8/10/2021	Citigroup Inc.	2,300	$140K	0.0%	+12.2%	0.087%
8/9/2021	Cornerstone Wealth Management LLC	17,506	$1.07M	0.1%	+3.1%	0.661%
8/2/2021	Valley National Advisers Inc.	31,020	$1.89M	0.3%	+17.0%	1.171%
5/24/2021	Principal Financial Group Inc.	1,300,000	$75.17M	0.1%	-3.7%	45.614%
5/18/2021	Flow Traders U.S. LLC	17,223	$997K	0.1%	N/A	0.594%
5/18/2021	Merit Financial Group LLC	20,240	$1.17M	0.1%	N/A	0.698%
5/18/2021	Morgan Stanley	115,937	$6.71M	0.0%	+27,115.3%	3.998%
5/18/2021	Citadel Advisors LLC	32,042	$1.84M	0.0%	+1.0%	1.124%
5/17/2021	Royal Bank of Canada	69,440	$4.02M	0.0%	-7.1%	2.394%
5/13/2021	Citigroup Inc.	2,050	$118K	0.0%	+32.3%	0.071%
5/11/2021	PSI Advisors LLC	5,296	$306K	0.2%	+17.0%	0.183%
5/10/2021	Kestra Advisory Services LLC	32,735	$1.89M	0.0%	N/A	1.129%
5/10/2021	Principal Financial Group Inc.	1,300,000	$75.17M	0.1%	-3.7%	44.828%
5/7/2021	Valley National Advisers Inc.	26,524	$1.54M	0.3%	N/A	0.915%
5/5/2021	Capital Investment Advisory Services LLC	1,136	$66K	0.0%	N/A	0.039%
5/4/2021	Commonwealth Equity Services LLC	14,315	$828K	0.0%	+23.1%	0.494%
4/30/2021	Cornerstone Wealth Management LLC	16,976	$982K	0.1%	-32.4%	0.585%
4/21/2021	Elevated Capital Advisors LLC	11,145	$635K	0.2%	+7.7%	0.384%
4/20/2021	Fortem Financial Group LLC	9,916	$574K	0.3%	N/A	0.342%
4/19/2021	International Assets Investment Management LLC	1,710	$60K	0.0%	+100.0%	0.059%
4/14/2021	Global Retirement Partners LLC	596	$34K	0.0%	N/A	0.021%
4/5/2021	Fulcrum Equity Management	5,733	$332K	0.1%	N/A	0.201%
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3/26/2021	Susquehanna International Group LLP	40,460	$2.38M	0.0%	N/A	1.445%
2/25/2021	Elevated Capital Advisors LLC	10,349	$608K	0.3%	+13.8%	0.398%
2/24/2021	Bank Julius Baer & Co. Ltd Zurich	1,993	$117K	0.0%	N/A	0.072%
2/12/2021	Raymond James Financial Services Advisors Inc.	9,618	$565K	0.0%	+8.9%	0.350%
2/12/2021	LPL Financial LLC	9,580	$563K	0.0%	N/A	0.348%
2/11/2021	Citigroup Inc.	1,550	$91K	0.0%	N/A	0.060%
2/8/2021	PSI Advisors LLC	4,526	$265K	0.2%	N/A	0.174%
2/2/2021	Proequities Inc.	1,511	$89K	0.0%	+15.5%	0.058%
1/30/2021	Cornerstone Wealth Management LLC	25,119	$1.48M	0.2%	N/A	0.966%
1/22/2021	International Assets Investment Management LLC	855	$30K	0.0%	N/A	0.033%

(Data available from 1/1/2016 forward)

BTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTEC shares?: During the previous two years, 10 institutional investors and hedge funds held shares of Principal Healthcare Innovators ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($26.70M), Valley National Advisers Inc. ($572K), Raymond James Financial Services Advisors Inc. ($337K), Elevated Capital Advisors LLC ($301K), Fortem Financial Group LLC ($265K), Principal Securities Inc. ($230K), and PSI Advisors LLC ($179K).Learn more on BTEC's institutional investors.
Which institutional investors have been buying Principal Healthcare Innovators ETF stock?: The following institutional investors have purchased Principal Healthcare Innovators ETF stock in the last 24 months: Elevated Capital Advisors LLC ($15.68K), Principal Securities Inc. ($6.33K), Fortem Financial Group LLC ($3.08K), Raymond James Financial Services Advisors Inc. ($2.57K), Richard W. Paul & Associates LLC ($1.62K), Capital Investment Advisory Services LLC ($1.10K), and Valley National Advisers Inc. ($455.00).
How much institutional buying is happening at Principal Healthcare Innovators ETF?: Institutional investors have bought a total of 30,839 shares in the last 24 months. This purchase volume represents approximately $1.56M in transactions.

Which Principal Healthcare Innovators ETF major shareholders have been selling company stock?: The following institutional investors have sold Principal Healthcare Innovators ETF stock in the last 24 months: Principal Financial Group Inc. ($150K), Fortem Financial Group LLC ($85.85K), Raymond James Financial Services Advisors Inc. ($8.10K), Valley National Advisers Inc. ($1.98K), PSI Advisors LLC ($1.35K), Capital Investment Advisory Services LLC ($718.00), and Concourse Financial Group Securities Inc. ($519.00).
How much institutional selling is happening at Principal Healthcare Innovators ETF?: Institutional investors have sold a total of 248,511 shares in the last 24 months. This volume of shares sold represents approximately $12.21M in transactions.