Who owns PQDI?
Principal Spectrum Preferred and Income ETF · Principal
13 institutions reported holding PQDI, worth $76.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PQDI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Financial Group Inc. | Des Moines, IA | $40.3M | 2,067,332 | No change |
| Principal Securities, Inc. | Des Moines, IA | $15.9M | 813,521 | +7,536 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.8M | 808,638 | +14,356 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.6M | 135,241 | +36,335 shares |
| Harbor Investment Advisory, LLC | Lutherville, MD | $613K | 31,447 | No change |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $487K | 24,980 | No change |
| Jane Street Group, LLC | New York, NY | $300K | 15,393 | −17,386 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $294K | 15,075 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $51K | 2,594 | +38 shares |
| CoreCap Advisors, LLC | Southfield, MI | $17K | 885 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PQDI?
13 institutional managers reported holding PQDI in Form 13F filings for June 30, 2026, worth $76.4M in total. The largest reported position was held by Principal Financial Group Inc., at $40.3M.
Did institutions buy or sell PQDI last quarter?
Reported 13F value rose 2.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PQDI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.