Home › Stocks › PIEQ

PIEQ — PRINCIPAL EXCHANGE TRADED FD

Reported value held$880.86M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)5
Institutional value$880.86M · 24.68M sh
New / Add / Cut / Exit2 / 1 / 2 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -22.0% (-6.95M sh)
Institutional value change Down -16.5%

As of Q2 2026, 5 SEC-registered investment managers reported holding PIEQ (PRINCIPAL EXCHANGE TRADED FD) in their latest 13F filings, with a combined reported value of $880.86M across 24.68M shares. That is -22.0% by share count (-6.95M shares) versus the previous quarter, while reported value moved -16.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 24.67M $880.51M 0.43% Reduce
Citadel Advisors history 7.41K $265.98K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.36K $48.88K 0.00% Add
UBS Group AG history 366 $13.14K 0.00% New
Citigroup Inc history 359 $12.88K 0.00% New

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 31.59M $1.05B 0.56% Hold
Citadel Advisors history 33.35K $1.13M 0.00% New
Fidelity Management & Research (FMR) history 1.32K $44.96K 0.00% New
Morgan Stanley history 10 $340 0.00% Reduce

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 31.48M $1.03B 0.53% Add
Morgan Stanley history 770 $25.38K 0.00% New
Wells Fargo & Co history 58 $1.91K 0.00% New
UBS Group AG history 9 $297 0.00% New

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 23.66M $746.79M 0.38% Add
Citadel Advisors history 40.16K $1.27M 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 23.52M $683.84M 0.36% Reduce

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Principal Global Investors history 24.80M $604.76M 0.34% Add
UBS Group AG history 285 $7.50K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Principal Global Investors 24.67M 31.59M 31.48M 23.66M 23.52M 24.80M 400.64K
Citadel Advisors 7.41K 33.35K — 40.16K — — —
Fidelity Management & Research (FMR) 1.36K 1.32K — — — — —
UBS Group AG 366 — 9 — — 285 546
Citigroup Inc 359 — — — — — —
Morgan Stanley — 10 770 — — — —
Wells Fargo & Co — — 58 — — — —

Download holders (CSV)