Who Owns PIEQ?
PRINCIPAL EXCHANGE TRADED FD — Institutional Ownership & 13F Holdings
$34.80
-0.07 (-0.19%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
26
Total Inst. Value
$732.9M
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
7
Closed Positions
5
Increased
10
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $624.7M | 25,841,867 |
| 2 | PRINCIPAL SECURITIES, INC. | $81.7M | 3,826,283 |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.0M | 775,636 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 137,037 |
| 5 | Capital Investment Advisory Services, LLC | $1.4M | 62,144 |
| 6 | ROYAL BANK OF CANADA | $1.2M | 57,374 |
| 7 | LPL Financial LLCNew | $1.2M | 53,020 |
| 8 | GOLDMAN SACHS GROUP INCNew | $828K | 40,062 |
| 9 | Smartleaf Asset Management LLC | $738K | 28,078 |
| 10 | Mariner, LLC | $652K | 31,541 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | +24.4M | $624.7M |
| RAYMOND JAMES FINANCIAL INC | +102K | $16.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +9K | $2.6M |
| Capital Investment Advisory Services, LLC | +34K | $1.4M |
| ROYAL BANK OF CANADA | +2K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -1K | $7K |
| OSAIC HOLDINGS, INC. | -728 | $19K |
| BANK OF AMERICA CORP /DE/ | -618 | $528K |
| Sound Income Strategies, LLC | -89 | $47K |
Frequently Asked Questions
How many institutional investors hold PIEQ?
As of Q1 2025, 26 institutional investors report holding PIEQ (PRINCIPAL EXCHANGE TRADED FD) in their 13F filings.
Which hedge fund owns the most PIEQ?
The largest institutional holder of PIEQ is PRINCIPAL FINANCIAL GROUP INC with $624.7M in shares.
Are institutions buying or selling PIEQ?
This quarter, 7 institutions opened new positions in PIEQ and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.