DOSSIER · 13F Holders · Q2 2026
PQDI

PRINCIPAL EXCHANGE TRADED FD

14 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 74255Y763·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$77M
visible holders
Holders
14
filers reporting
Concentration
52.59%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported PQDI 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
$40M2.1M0.02%Q2 2026
02
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$16M814K0.19%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M809K0.00%Q2 2026
04
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M135K0.00%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$632K33K0.00%Q1 2026
06
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$613K31K0.04%Q2 2026
07
Capital Investment Advisory Services, LLC
CIK 0001659203
$487K25K0.03%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$290K15K0.00%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$51K3K0.00%Q2 2026
10
CoreCap Advisors, LLC
CIK 0001902501
$17K8850.00%Q2 2026
11
Farther Finance Advisors, LLC
CIK 0001992825
$6K2830.00%Q2 2026
12
MORGAN STANLEY
CIK 0000895421
$3K1670.00%Q2 2026
13
ASSETMARK, INC
CIK 0001344551
$858440.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025