Principal Exchange-Traded Funds - PQDI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,067,332 | 40,468 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 736,628 | 14,419 | 0.0% | 0.0% | 2 | +218,694 | 42.22% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 734,899 | 14,385 | 0.22% | 0.17% | 3 | +219,061 | 42.47% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 186,734 | 3,668 | 0.0% | 0.01% | 4 | +7,411 | 4.13% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 31,447 | 615 | 0.05% | 0.05% | 5 | +1,447 | 4.82% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,383 | 614 | 0.0% | — | 6 | +31,383 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 24,730 | 484 | 0.03% | 0.04% | 7 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,725 | 210 | 0.0% | — | 8 | +10,725 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 2,521 | 49 | 0.0% | — | 9 | +2,521 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 885 | 17 | 0.0% | 0.0% | 10 | +315 | 55.26% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | New | 88 | 1 | 0.0% | — | 11 | +88 | New | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | New | 58 | 1 | 0.0% | — | 12 | +58 | New | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |