DOSSIER · 13F Holders · Q2 2026
PEMGX

PRINCIPAL FDS INC MIDCAP FUND

1 institutions still hold PRINCIPAL FDS INC MIDCAP FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74254T443·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$691K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported PEMGX in Q2 2026. Wealthspire Advisors, LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$691K18K0.00%Q2 2026