PQDI institutional holders
PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2
| Managers holding | 13 |
|---|---|
| Shares held | 3,915,600 |
| Reported value | $76.4m |
| Quarter flows | 1 new, 5 added, 2 trimmed, 1 exited |
Top 13 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2,067,332 | $40.3m | 0.0% |
| PRINCIPAL SECURITIES, INC. | 813,521 | $15.9m | 0.2% |
| ENVESTNET ASSET MANAGEMENT INC | 808,638 | $15.8m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 135,241 | $2.6m | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 31,447 | $613,374 | 0.0% |
| Capital Investment Advisory Services, LLC | 24,980 | $487,235 | 0.0% |
| JANE STREET GROUP, LLC | 15,393 | $300,240 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 15,075 | $294,000 | 0.0% |
| OSAIC HOLDINGS, INC. | 2,594 | $50,619 | 0.0% |
| CoreCap Advisors, LLC | 885 | $17,262 | 0.0% |
| Farther Finance Advisors, LLC | 283 | $5,520 | 0.0% |
| MORGAN STANLEY | 167 | $3,276 | 0.0% |
| ASSETMARK, INC | 44 | $858 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PQDI"). PQDI price history · All 13F data