PIEQ institutional holders

PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding26
Shares held46,808,708
Reported value$1.7bn
Quarter flows9 new, 10 added, 5 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PRINCIPAL FINANCIAL GROUP INC24,666,040$880.5m0.4%
PRINCIPAL SECURITIES, INC.11,041,875$396.3m4.8%
ENVESTNET ASSET MANAGEMENT INC10,553,734$378.8m0.1%
LPL Financial LLC100,417$3.6m0.0%
Capital Investment Advisory Services, LLC79,641$2.9m0.2%
JANE STREET GROUP, LLC67,182$2.4m0.0%
Kraft, Davis & Associates, LLC67,404$2.4m0.5%
Private Advisor Group, LLC61,176$2.2m0.0%
Smartleaf Asset Management LLC56,979$2.0m0.1%
Next Level Private LLC25,431$912,7190.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22,756$816,7130.0%
COMMONWEALTH EQUITY SERVICES, LLC19,600$703,4500.0%
HighPoint Advisor Group LLC19,490$699,4960.0%
CITADEL ADVISORS LLC7,411$265,9810.0%
Wealthspire Retirement, LLC7,367$264,4010.0%
Apollon Financial, LLC5,941$213,2220.0%
Cape Investment Advisory, Inc.1,891$67,8680.0%
FMR LLC1,362$48,8820.0%
GILPIN WEALTH MANAGEMENT, LLC1,000$35,8900.0%
Pinnacle Bancorp, Inc.536$19,2370.0%
Integrated Wealth Concepts LLC456$16,3660.0%
UBS Group AG366$13,1360.0%
CITIGROUP INC359$12,8850.0%
HARBOUR INVESTMENTS, INC.181$6,4960.0%
ASSETMARK, INC68$2,4410.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PIEQ"). PIEQ price history · All 13F data

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