Who Owns PRINCIPAL EXCHANGE TRADED FD (PIEQ)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $1.68B 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), LPL Financial LLC ($3.6M), Capital Investment Advisory Services, LLC ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRINCIPAL FINANCIAL GROUP INC$880.5M24.7MTrimmed
2PRINCIPAL SECURITIES, INC.$396.3M11.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$378.8M10.6MAdded
4LPL Financial LLC$3.6M100,417Added
5Capital Investment Advisory Services, LLC$2.9M79,641Added
6JANE STREET GROUP, LLC$2.4M67,182Added
7Kraft, Davis & Associates, LLC$2.4M67,404Trimmed
8Private Advisor Group, LLC$2.2M61,176Added
9Smartleaf Asset Management LLC$2.0M56,979Hold
10Next Level Private LLC$912,71925,431Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$816,71322,756New
12COMMONWEALTH EQUITY SERVICES, LLC$703,45019,600Added
13HighPoint Advisor Group LLC$699,49619,490New
14CITADEL ADVISORS LLC$265,9817,411Trimmed
15NFP Retirement, Inc.$264,4017,367Added
16Apollon Financial, LLC$213,2225,941New
17Cape Investment Advisory, Inc.$67,8681,891New
18FMR LLC$48,8821,362Added
19GILPIN WEALTH MANAGEMENT, LLC$35,8901,000Hold
20Pinnacle Bancorp, Inc.$19,237536New
21Integrated Wealth Concepts LLC$16,366456New
22UBS Group AG$13,136366New
23CITIGROUP INC$12,885359New
24HARBOUR INVESTMENTS, INC.$6,496181New
25ASSETMARK, INC$2,44168Trimmed

Source: SEC Form 13F filings · as of 2026-06-30