Who Owns PRINCIPAL EXCHANGE TRADED FD (PIEQ)?Hedge Fund & Institutional Holders

$33.74-0.29 (-0.84%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.6294700071198e+173T

% of Float Held

QoQ Change in Holders

+11 / -2

Price History

$23.55$26.70$29.85$33.00$36.15Nov 24Jul 25Mar 26

PIEQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+33.6M+$1.1T
Capital Investment Advisory Services, LLCNew Position+105K+$3.1B
Smartleaf Asset Management LLCNew Position+56K+$1.0B
Next Level Private LLCNew Position+25K+$816.0M
RAYMOND JAMES FINANCIAL INCIncreased+81K+$787.8M
GOLDMAN SACHS GROUP INCIncreased+78K+$738.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+8.2M+$209.0M
PRINCIPAL SECURITIES, INC.Increased+1.9M+$47.0M
PRIVATE TRUST CO NANew Position+1K+$20.0M
UBS Group AGNew Position+986+$20.0M
CoreCap Advisors, LLCNew Position+885+$17.0M
ASSETMARK, INCNew Position+224+$5.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+187K+$3.7M
HARBOR INVESTMENT ADVISORY, LLCNew Position+31K+$615K
Insight Wealth Partners, LLCIncreased+26K+$496K

PIEQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-67K-$1.8B
LPL Financial LLCDecreased-7K-$443.0M
Sound Income Strategies, LLCDecreased-106-$3.3M
FLOW TRADERS U.S. LLCClosed Position-26K-$836K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC29,321,963$962.9B0.49%Share
2PRINCIPAL FINANCIAL GROUP INC2,160,134$71.2B0.04%Share
3PRINCIPAL FINANCIAL GROUP INC2,067,332$40.5B0.02%Share
4RAYMOND JAMES FINANCIAL INC914,354$19.0B0.01%Share
5Capital Investment Advisory Services, LLC80,432$2.7B0.19%Share
6Smartleaf Asset Management LLC54,495$1.0B0.04%Share
7GOLDMAN SACHS GROUP INC90,137$1.0B0.00%Share
8ROYAL BANK OF CANADA70,167$1.0B0.00%Share
9PRINCIPAL FINANCIAL GROUP INC47,103$981.0M0.00%Share
10Next Level Private LLC24,765$816.0M0.21%Share
11Capital Investment Advisory Services, LLC24,730$484.0M0.03%Share
12PRINCIPAL SECURITIES, INC.3,724,528$122.0M1.88%Share
13ENVESTNET ASSET MANAGEMENT INC3,388,991$111.0M0.03%Share
14PRINCIPAL SECURITIES, INC.4,157,920$86.0M1.33%Share
15ENVESTNET ASSET MANAGEMENT INC4,056,326$84.0M0.02%Share
16Sound Income Strategies, LLC2,531$52.0M0.00%Share
17PRIVATE TRUST CO NA1,000$20.0M0.00%Share
18UBS Group AG919$19.0M0.00%Share
19CoreCap Advisors, LLC885$17.0M0.00%Share
20PRINCIPAL SECURITIES, INC.734,899$14.0M0.22%Share
21ENVESTNET ASSET MANAGEMENT INC736,628$14.0M0.00%Share
22Insight Wealth Partners, LLC220,590$4.6M0.63%Share
23ASSETMARK, INC136$4.0M0.00%Share
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC186,734$3.7M0.00%Share
25JANE STREET GROUP, LLC100,000$3.0M0.00%Share
26Mariner, LLC107,827$2.0M0.00%Share
27ASSETMARK, INC88$1.0M0.00%Share
28UBS Group AG58$1.0M0.00%Share
29HARBOR INVESTMENT ADVISORY, LLC31,447$615K0.05%Share
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO90$6K0.00%Share
31WELLS FARGO & COMPANY/MN58$00.00%Share
32Kestra Advisory Services, LLC615$00.00%Share
33UBS Group AG9$00.00%Share
34Pinnacle Bancorp, Inc.13$00.00%Share
35MORGAN STANLEY2$00.00%Share
36MORGAN STANLEY770$00.00%Share
37Capital Investment Advisory Services, LLC8$00.00%Share
38MORGAN STANLEY1$00.00%Share
39Gladstone Institutional Advisory LLC9,708$00.00%Share
40COMMONWEALTH EQUITY SERVICES, LLC8,411$00.00%Share
41RAYMOND JAMES FINANCIAL INC29,708$00.00%Share
42Private Advisor Group, LLC26,316$00.00%Share
43Cape Investment Advisory, Inc.2,303$00.00%Share
44Cape Investment Advisory, Inc.324$00.00%Share
45BANK OF AMERICA CORP /DE/1,154$00.00%Share
46BANK OF AMERICA CORP /DE/8,155$00.00%Share
47AlphaCore Capital LLC11,762$00.00%Share
48Smartleaf Asset Management LLC1,523$00.00%Share
49JANE STREET GROUP, LLC31,383$00.00%Share
50Cambridge Investment Research Advisors, Inc.10,725$00.00%Share

PIEQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202535$1.1T+20
Q3 202515$24.3B-11
Q2 202526$880.6B+0
Q1 202526$751.7B+2
Q4 202424$81.8T-1
Q3 202425$106.4T-6
Q2 202431$77.5T+3
Q1 202428$1229.5T

As of Q4 2025, 50 institutional investors hold PIEQ (PRINCIPAL EXCHANGE TRADED FD). The largest holder is PRINCIPAL FINANCIAL GROUP INC with $962.9B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PIEQ?

As of Q4 2025, 50 institutional investors report holding PIEQ (PRINCIPAL EXCHANGE TRADED FD) in their 13F filings.

Who is the largest institutional holder of PIEQ?

The largest institutional holder of PIEQ is PRINCIPAL FINANCIAL GROUP INC with $962.9B in shares.

Is institutional ownership of PIEQ increasing or decreasing?

This quarter, 11 institutions opened new positions in PIEQ and 2 closed their positions.