13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F Institutional Holdings
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PRINCIPAL EXCHANGE TRADED FD

PIEQ
Institutions
26
Combined AUM (Q2 2026)
$1.68B
Combined Shares (Q2 2026)
46.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13.9M
19 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7.0M
7 · 2 Exit · ≈
⚖️ Net
+6.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.68B
Institutions
26
New Buys
9
Adds
10
Reduces
5
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL FINANCIAL GROUP INC
0.43%0.56%#3$880.5M24.7M$1.05B31.6M-6.9M-21.91%Reduce
PRINCIPAL SECURITIES, INC.
4.77%2.06%#1$396.3M11.0M$140.7M4.1M+6.9M+166.60%Add
ENVESTNET ASSET MANAGEMENT INC
0.09%0.03%#6$378.8M10.6M$126.8M3.7M+6.8M+182.71%Add
LPL Financial LLC
<0.01%<0.01%#16$3.6M100,417$1.6M45,773+54,644+119.38%Add
Capital Investment Advisory Services, LLC
0.18%0.2%#5$2.9M79,641$2.7M79,574+67+0.08%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#17$2.4M67,182$973,22628,658+38,524+134.43%Add
Kraft, Davis & Associates, LLC
0.5%0.79%#2$2.4M67,404$3.7M105,769-38,365-36.27%Reduce
Private Advisor Group, LLC
0.01%0.01%#13$2.2M61,176$1.5M45,249+15,927+35.20%Add
Smartleaf Asset Management LLC
0.07%0.07%#7$2.0M56,979$1.9M56,97900.00%Unchanged
Next Level Private LLC
0.18%0.2%#4$912,71925,431$864,01025,442-11-0.04%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#20$816,71322,756$00+22,756New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#15$703,45019,600$545,88016,074+3,526+21.94%Add
HighPoint Advisor Group LLC
0.02%#10$699,49619,490$00+19,490New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#21$265,9817,411$1.1M33,346-25,935-77.78%Reduce
Wealthspire Retirement, LLC
0.01%0.01%#12$264,4017,367$244,4587,198+169+2.35%Add
Apollon Financial, LLC
0.03%#8$213,2225,941$00+5,941New Buy
Cape Investment Advisory, Inc.
0.02%#11$67,8681,891$00+1,891New Buy
FMR LLC
<0.01%<0.01%#24$48,8821,362$44,9631,324+38+2.87%Add
GILPIN WEALTH MANAGEMENT, LLC
0.02%0.03%#9$35,8901,000$33,9601,00000.00%Unchanged
Pinnacle Bancorp, Inc.
0.01%#14$19,237536$00+536New Buy
Integrated Wealth Concepts LLC
<0.01%#19$16,366456$00+456New Buy
UBS Group AG
<0.01%#25$13,136366$00+366New Buy
CITIGROUP INC
<0.01%#22$12,885359$00+359New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#18$6,496181$00+181New Buy
ASSETMARK, INC
<0.01%<0.01%#23$2,44168$4,619136-68-50.00%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#26$1,61545$44113+32+246.15%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow