15 institutions reported holding $1.66B of PRINCIPAL EXCHANGE TRADED FD (PIEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($880.5M), PRINCIPAL SECURITIES, INC. ($396.3M), ENVESTNET ASSET MANAGEMENT INC ($378.8M), Capital Investment Advisory Services, LLC ($2.9M), Kraft, Davis & Associates, LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $880.5M | 24.7M | Trimmed |
| 2 | PRINCIPAL SECURITIES, INC. | $396.3M | 11.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $378.8M | 10.6M | Added |
| 4 | Capital Investment Advisory Services, LLC | $2.9M | 79,641 | Added |
| 5 | Kraft, Davis & Associates, LLC | $2.4M | 67,404 | Trimmed |
| 6 | Private Advisor Group, LLC | $2.2M | 61,176 | Added |
| 7 | Next Level Private LLC | $912,719 | 25,431 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $703,450 | 19,600 | Added |
| 9 | Apollon Financial, LLC | $213,222 | 5,941 | New |
| 10 | Cape Investment Advisory, Inc. | $67,868 | 1,891 | New |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $35,890 | 1,000 | Hold |
| 12 | Pinnacle Bancorp, Inc. | $19,237 | 536 | New |
| 13 | CITIGROUP INC | $12,885 | 359 | New |
| 14 | ASSETMARK, INC | $2,441 | 68 | Trimmed |
| 15 | Intentional Wealth Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30