PIEQ — PRINCIPAL EXCHANGE TRADED FD
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 23.52M | $683.84M | 0.36% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- UBS Group AG 366 sh · $13.14K
- Citigroup Inc 359 sh · $12.88K
Fully Exited (vs previous quarter)
- Morgan Stanley sold 10 sh · $340
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 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 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details