Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Principal Securities, Inc. (+0.9%).
12 tracked 13F filers disclose a position in PQDI as of the latest SEC 13F filings, a combined $75.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.1M | $39.8M | —Held | Q1 2026 | |
| 2 | Principal Securities, Inc. | 814K | $15.9M | ▲+0.9% Added · +8K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 794K | $15.3M | ▲+7.8% Added · +58K sh | Q1 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 135K | $2.6M | ▲+37% Added · +36K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 33K | $632K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 6 | Harbor Investment Advisory, LLC | 31K | $613K | —Held | Q2 2026 | |
| 7 | Capital Investment Advisory Services, LLC | 25K | $487K | —Held | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 3K | $49K | ▲+1.4% Added · +35 sh | Q1 2026 | |
| 9 | CoreCap Advisors, LLC | 885 | $17K | —Held | Q1 2026 | |
| 10 | AssetMark, Inc | 44 | $858 | ▼−50% Reduced · −44 sh | Q2 2026 | |
| 11 | UBS Group AG | 7 | $135 | ▼−88% Reduced · −51 sh | Q1 2026 | |
| 12 | Morgan Stanley | 1 | $27 | —Held | 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, 1 fund added to an existing position in PQDI, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $7.1B |
| Microsoft CorpMSFT | 5 funds | $5.7B |
| Apple IncAAPL | 5 funds | $5.7B |
| Amazon.com IncAMZN | 5 funds | $4.2B |
| Alphabet Inc-CL AGOOGL | 5 funds | $3.3B |
| Broadcom IncAVGO | 5 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 5 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 5 funds | $2.2B |
| Ishares Core S&P 500 ETFIVV | 5 funds | $1.9B |
| Welltower IncWELL | 5 funds | $1.9B |
| Live Nation Entertainment InLYV | 5 funds | $1.7B |
| O'reilly Automotive IncORLY | 5 funds | $1.7B |
Ranked by how many of PQDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PQDI.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 95 funds | $1.8B |
| USMCUSMC | 78 funds | $3.0B |
| YLDmc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 21 funds | $284.5M |
| PSETQUALITY ETF | 19 funds | $26.9M |
| 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 PQDI
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/PQDI/capital-change-brief"
Use Arkolith's capital_change_brief for PQDI. 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 PQDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.