PRINCIPAL EXCHANGE TRADED FD (PQDI)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
12
Reporting holders
$76.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | $40.3M | 2,067,332 | 0.02% | 25q | HELD |
| PRINCIPAL SECURITIES, INC. | $15.9M | 813,521 | 0.19% | 11q | +0.9%+$147.0K |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 808,638 | 0.00% | 8q | +1.8%+$280.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 135,241 | 0.00% | 10q | +36.7%+$703.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $613.4K | 31,447 | 0.04% | 9q | HELD |
| Capital Investment Advisory Services, LLC | $487.2K | 24,980 | 0.03% | 14q | HELD |
| JANE STREET GROUP, LLC | $300.2K | 15,393 | 0.00% | 3q | -53.0%-$339.1K |
| OSAIC HOLDINGS, INC. | $50.6K | 2,594 | 0.00% | 3q | +1.5% |
| CoreCap Advisors, LLC | $17.3K | 885 | 0.00% | 6q | HELD |
| Farther Finance Advisors, LLC | $5.5K | 283 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.3K | 167 | 0.00% | 9q | +16600.0%+$3.3K |
| ASSETMARK, INC | $858 | 44 | 0.00% | 3q | -50.0% |
| Cambridge Investment Research Advisors, Inc. | $294 | 15,075 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $76.1M | 3,900,525 | 1 | 5 | 2 | 0.0% |
| Q1 2026 | 12 | $74.3M | 3,859,248 | 0 | 5 | 2 | 0.0% |
| Q4 2025 | 12 | $74.7M | 3,816,706 | 4 | 5 | 0 | 0.0% |
| Q3 2025 | 8 | $65.5M | 3,335,728 | 0 | 3 | 1 | 0.0% |
| Q2 2025 | 10 | $63.0M | 3,259,893 | 2 | 2 | 3 | 0.0% |
| Q1 2025 | 9 | $42.4M | 2,229,144 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 10 | $42.9M | 2,259,788 | 0 | 5 | 1 | 0.0% |
| Q3 2024 | 10 | $43.0M | 2,224,979 | 3 | 3 | 0 | 0.0% |
| Q2 2024 | 9 | $22.2M | 1,186,968 | 3 | 2 | 2 | 0.0% |
| Q1 2024 | 10 | $23.5M | 1,259,431 | 2 | 2 | 5 | 0.0% |
| Q4 2023 | 9 | $19.7M | 1,085,196 | 2 | 1 | 3 | 0.0% |
| Q3 2023 | 6 | $19.0M | 1,086,980 | 0 | 2 | 3 | 0.0% |
| Q2 2023 | 6 | $19.9M | 1,133,766 | 0 | 4 | 0 | 0.0% |
| Q1 2023 | 7 | $3.3M | 1,084,024 | 4 | 0 | 2 | 0.0% |
| Q4 2022 | 4 | $19.0M | 1,055,137 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 4 | $18.8M | 1,050,357 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 5 | $19.4M | 1,048,719 | 0 | 2 | 2 | 0.0% |
| Q1 2022 | 5 | $21.3M | 1,069,934 | 0 | 3 | 1 | 0.0% |
| Q4 2021 | 6 | $22.7M | 1,076,192 | 1 | 4 | 0 | 0.0% |
| Q3 2021 | 5 | $22.3M | 1,035,686 | 4 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $21.5M | 995,521 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $21.6M | 1,014,177 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $21.9M | 1,017,477 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $21.4M | 1,033,149 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $20.1M | 995,521 | 1 | 0 | 0 | 0.0% |