14 institutions reported holding $76.4M of PRINCIPAL EXCHANGE TRADED FD (PQDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($40.3M), PRINCIPAL SECURITIES, INC. ($15.9M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.6M), HARBOR INVESTMENT ADVISORY, LLC ($613,374). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $40.3M | 2.1M | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $15.9M | 813,521 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 808,638 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 135,241 | Added |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $613,374 | 31,447 | Hold |
| 6 | Capital Investment Advisory Services, LLC | $487,235 | 24,980 | Hold |
| 7 | JANE STREET GROUP, LLC | $300,240 | 15,393 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $294,000 | 15,075 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $50,619 | 2,594 | Added |
| 10 | CoreCap Advisors, LLC | $17,262 | 885 | Hold |
| 11 | Farther Finance Advisors, LLC | $5,520 | 283 | New |
| 12 | MORGAN STANLEY | $3,276 | 167 | Added |
| 13 | ASSETMARK, INC | $858 | 44 | Trimmed |
| 14 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30