Principal SP & Inc. ETF-USPQDIETF
13F holders, Q1 2026 (March 31)13holders
0new positions
0sold out
$19.27avg. 13F price*
At the end of Q1 2026, 13 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Principal Financial Group Inc. ($39.8M), Principal Securities, Inc. ($15.5M) and Envestnet Asset Management Inc. ($15.3M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 134,771 shares bought and 87,879 shares sold, net +46,892 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 | $39.8M |
| Principal Securities, Inc. | 0.23% | Add +9.7% | 805,985 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 794,282 | $15.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.0% | 98,906 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +4.5% | 32,779 | $632K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 31,447 | $606K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1.0% | 24,980 | $481K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.6% | 15,075 | $290K |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 2,556 | $49K |
| CoreCap Advisors, LLC | 0.00% | No change | 885 | $17K |
| Assetmark, Inc. | 0.00% | No change | 88 | $2K |
| UBS Group AG | 0.00% | Reduce -87.9% | 7 | $135 |
| Morgan Stanley | 0.00% | No change | 1 | $27 |
"% 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.