Principal SP & Inc. ETF-USPQDIETF
13F holders, Q3 2025 (September 30)8holders −2
0new positions
2sold out
$19.64avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Principal Financial Group Inc. ($40.6M), Envestnet Asset Management Inc. ($10.2M) and Principal Securities, Inc. ($10.1M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $25K |
All 13F filers, Q2 2025 → Q3 2025: 79,072 shares bought and 3,237 shares sold, net +75,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Principal Financial Group Inc. | 0.02% | No change | 2,067,332 | $40.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 517,934 | $10.2M |
| Principal Securities, Inc. | 0.17% | Add +6.3% | 515,838 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.6% | 179,323 | $3.5M |
| Harbor Investment Advisory, LLC | 0.05% | No change | 30,000 | $589K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -7.3% | 24,730 | $486K |
| CoreCap Advisors, LLC | 0.00% | No change | 570 | $11K |
| Morgan Stanley | 0.00% | No change | 1 | $35 |
"% 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.