Principal SP & Inc. ETF-USPQDIETF
13F holders, Q2 2025 (June 30)10holders +1
2new positions
1sold out
$19.33avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Principal Financial Group Inc. ($40.0M), Envestnet Asset Management Inc. ($9.5M) and Principal Securities, Inc. ($9.4M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $25K |
| Exits | 1 | $2K |
All 13F filers, Q1 2025 → Q2 2025: 1,095,292 shares bought and 64,543 shares sold, net +1,030,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Principal Financial Group Inc. | 0.02% | Add +107.7% | 2,067,332 | $40.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.7% | 489,439 | $9.5M |
| Principal Securities, Inc. | 0.18% | Reduce -4.5% | 485,359 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.2% | 159,225 | $3.1M |
| Harbor Investment Advisory, LLC | 0.05% | No change | 30,000 | $580K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.6% | 26,674 | $515K |
| UBS Group AG | 0.00% | New | 1,160 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 570 | $11K |
| Raymond James Financial Inc. | 0.00% | New | 133 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
"% 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.