Principal SP & Inc. ETF-USPQDIETF
13F holders, Q2 2026 (June 30)13holders
1new positions
1sold out
$19.50avg. 13F price*
At the end of Q2 2026, 13 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Principal Financial Group Inc. ($40.3M), Principal Securities, Inc. ($15.9M) and Envestnet Asset Management Inc. ($15.8M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 1 | $135 |
All 13F filers, Q1 2026 → Q2 2026: 58,714 shares bought and 17,437 shares sold, net +41,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Principal Financial Group Inc. | 0.02% | No change | 2,067,332 | $40.3M |
| Principal Securities, Inc. | 0.19% | Add +0.9% | 813,521 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 808,638 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.7% | 135,241 | $2.6M |
| Harbor Investment Advisory, LLC | 0.04% | No change | 31,447 | $613K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 24,980 | $487K |
| Jane Street Group, LLC | 0.00% | Reduce -53.0% | 15,393 | $300K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 15,075 | $294K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 2,594 | $51K |
| CoreCap Advisors, LLC | 0.00% | No change | 885 | $17K |
| Farther Finance Advisors, LLC | 0.00% | New | 283 | $6K |
| Morgan Stanley | 0.00% | Add +16600.0% | 167 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 44 | $858 |
"% of holder's portfolio" is PQDI's weight in each manager's 13F, not the share of Principal SP & Inc. ETF-US Inc. the manager owns.