Institutional Ownership
Principal Exchange Traded Fd
CUSIP 74255Y763SPECTRUM TAX ADVPQDIQ1 2026
Institutional Holders
13
13F filers
Shares Held
3.87M
Aggregate institutional
Institutional Value
$74.35M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased6
Decreased2
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.07M | $39.83M | 0 | Held |
| 2 | Principal Securities, Inc. | 806.0K | $15.53M | +71.1K | Added |
| 3 | Envestnet Asset Management Inc | 794.3K | $15.30M | +57.7K | Added |
| 4 | Wealth Enhancement Advisory Services, LLC | 98.9K | $1.90M | −87.8K | Reduced |
| 5 | Jane Street Group, LLC | 32.8K | $631.5K | +1.4K | Added |
| 6 | Harbor Investment Advisory, LLC | 31.4K | $605.9K | 0 | Held |
| 7 | Capital Investment Advisory Services, LLC | 25.0K | $481.3K | +250 | Added |
| 8 | Osaic Holdings, Inc. | 2.6K | $49.3K | +35 | Added |
| 9 | Corecap Advisors, LLC | 885 | $17.1K | 0 | Held |
| 10 | Assetmark, Inc | 88 | $1.7K | 0 | Held |
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