DOSSIER · 13F Holders · Q2 2026
PIEQ

PRINCIPAL EXCHANGE TRADED FD

24 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y698·24 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.7B
visible holders
Holders
24
filers reporting
Concentration
52.65%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported PIEQ in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 52.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$881M24.7M0.43%Q2 2026
02
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$396M11.0M4.77%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$379M10.6M0.09%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$4M100K0.00%Q2 2026
05
Capital Investment Advisory Services, LLC
CIK 0001659203
$3M80K0.18%Q2 2026
06
Kraft, Davis & Associates, LLC
CIK 0001919438
$2M67K0.50%Q2 2026
07
Private Advisor Group, LLC
CIK 0001567755
$2M61K0.01%Q2 2026
08
Smartleaf Asset Management LLC
CIK 0002010393
$2M57K0.07%Q1 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$973K29K0.00%Q1 2026
10
Next Level Private LLC
CIK 0001910366
$913K25K0.18%Q2 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$703K20K0.00%Q2 2026
12
HighPoint Advisor Group LLC
CIK 0001616034
$699K19K0.02%Q2 2026
13
NFP Retirement, Inc.
CIK 0002040084
$244K7K0.01%Q1 2026
14
Apollon Financial, LLC
CIK 0002011195
$213K6K0.03%Q2 2026
15
Cape Investment Advisory, Inc.
CIK 0001944437
$68K2K0.02%Q2 2026
16
FMR LLC
CIK 0000315066
$45K1K0.00%Q1 2026
17
GILPIN WEALTH MANAGEMENT, LLC
CIK 0002058144
$36K1K0.02%Q2 2026
18
Pinnacle Bancorp, Inc.
CIK 0001703383
$19K5360.01%Q2 2026
19
CITIGROUP INC
CIK 0000831001
$13K3590.00%Q2 2026
20
ASSETMARK, INC
CIK 0001344551
$2K680.00%Q2 2026
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