Institutional Ownership Prin Exch Trad Fds Prin Spectr (PQDI)
This table provides information about the institutional ownership of Prin Exch Trad Fds Prin Spectr (PQDI). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 3.34 Million shares, which have been reported (via 13F filing form) to have a value of $65.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,067,332
shares
|
$40.4 Million
0.02% of portfolio
|
Q2 2025
Added 107.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
517,934
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
515,838
shares
|
$10.1 Million
0.17% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
179,323
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
30,000
shares
|
$585,900
0.04% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
24,730
shares
|
$482,976
0.04% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
570
shares
|
$11,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|