Principal SP & Inc. ETF-USPQDIETF
13F holders, Q4 2025 (December 31)13holders +5
5new positions
0sold out
$19.58avg. 13F price*
At the end of Q4 2025, 13 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, up 5 from Q3 2025. 5 opened new positions and 0 sold out. The largest holders were Principal Financial Group Inc. ($40.5M), Envestnet Asset Management Inc. ($14.4M) and Principal Securities, Inc. ($14.4M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $877K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 491,703 shares bought, net +491,703 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 | $40.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.2% | 736,628 | $14.4M |
| Principal Securities, Inc. | 0.22% | Add +42.5% | 734,899 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.1% | 186,734 | $3.7M |
| Harbor Investment Advisory, LLC | 0.05% | Add +4.8% | 31,447 | $616K |
| Jane Street Group, LLC | 0.00% | New | 31,383 | $614K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 24,730 | $484K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,725 | $210K |
| Osaic Holdings, Inc. | 0.00% | New | 2,521 | $49K |
| CoreCap Advisors, LLC | 0.00% | Add +55.3% | 885 | $17K |
| Assetmark, Inc. | 0.00% | New | 88 | $2K |
| UBS Group AG | 0.00% | New | 58 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $37 |
"% 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.