23 tracked 13F filers disclose a position in PIEQ as of the latest SEC 13F filings, a combined $1.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.1B | 31.6M | ▲+0.3% Added · +106K sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $396.3M | 11.0M | ▲+167% Added · +6.9M sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $126.8M | 3.7M | ▲+10% Added · +344K sh | Q1 2026 | |
| 4 | Capital Investment Advisory Services, LLC | $2.9M | 80K | ▲+0.1% Added · +67 sh | Q2 2026 | |
| 5 | Kraft, Davis & Associates, LLC | $2.4M | 67K | ▼−36% Reduced · −38K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $2.2M | 61K | ▲+35% Added · +16K sh | Q2 2026 | |
| 7 | Smartleaf Asset Management LLC | $2.0M | 57K | —Held | Q2 2026 | |
| 8 | LPL Financial LLC | $1.6M | 46K | ▲New +46K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $1.1M | 33K | ▲New +33K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $973K | 29K | ▼−71% Reduced · −71K sh | Q1 2026 | |
| 11 | Next Level Private LLC | $913K | 25K | ▼~0% Reduced · −11 sh | Q2 2026 | |
| 12 | HighPoint Advisor Group LLC | $699K | 19K | ▲New +19K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $546K | 16K | ▲+91% Added · +8K sh | Q1 2026 | |
| 14 | Wealthspire Retirement, LLC | $264K | 7K | ▲+2.3% Added · +169 sh | Q2 2026 | |
| 15 | Apollon Financial, LLC | $213K | 6K | ▲New +6K sh | Q2 2026 | |
| 16 | Cape Investment Advisory, Inc. | $68K | 2K | ▲Added Added · +2K sh | Q2 2026 | |
| 17 | FMR LLC | $45K | 1K | ▲New +1K sh | Q1 2026 | |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $36K | 1K | —Held | Q2 2026 | |
| 19 | Pinnacle Bancorp, Inc. | $19K | 536 | ▲New +536 sh | Q2 2026 | |
| 20 | Integrated Wealth Concepts LLC | $16K | 456 | ▲New +456 sh | Q2 2026 | |
| 21 | ASSETMARK, INC | $2K | 68 | ▼−50% Reduced · −68 sh | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $441 | 13 | ▲New +13 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $340 | 10 | ▼−99% Reduced · −760 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in PIEQ and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $10.5B |
| APPLE INCAAPL | 11 funds | $7.1B |
| MICROSOFT CORPMSFT | 11 funds | $6.7B |
| AMAZON.COM INCAMZN | 11 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 11 funds | $4.2B |
| BROADCOM INCAVGO | 11 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 11 funds | $2.9B |
| TESLA INCTSLA | 11 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.8B |
| ELI LILLY & COLLY | 11 funds | $1.4B |
Ranked by how many of PIEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 97 funds | $1.8B |
| USMCUSMC | 79 funds | $3.1B |
| YLDmc | 73 funds | $448.3M |
| PIEQthis pageMF Closed and MF Open | 23 funds | $1.6B |
| IGPRNC INVT GRAD | 22 funds | $285.7M |
| PSETQUALITY ETF | 18 funds | $26.6M |
| PYPRNCPL VLU ETF | 17 funds | $263.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PIEQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PIEQ/capital-change-brief"
Use Arkolith's capital_change_brief for PIEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PIEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.