PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 6)
963 institutional investment managers reported a PFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFG 13F holders ranked 501–600 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | BARTLETT & WEALTH MANAGEMENT#501 · 4,228 sh | 4,228 | $455.7K | <0.01% | +0.2% |
| 502 | OPTIMA CAPITAL#502 · 4,201 sh | 4,201 | $452.8K | 0.18% | +0.7% |
| 503 | Catalyst Funds Management Pty Ltd#503 · 4,200 sh | 4,200 | $452.7K | 0.03% | New |
| 504 | Gladstone Institutional Advisory#504 · 4,185 sh | 4,185 | $451.1K | 0.01% | +23.7% |
| 505 | Advisory Services Network#505 · 4,185 sh | 4,185 | $451.1K | <0.01% | -1.8% |
| 506 | ASSOCIATED BANC#506 · 4,166 sh | 4,166 | $449.0K | 0.01% | New |
| 507 | Focus Partners Advisor Solutions#507 · 4,161 sh | 4,161 | $448.6K | <0.01% | -52.7% |
| 508 | Aptus Capital Advisors#508 · 4,034 sh | 4,034 | $434.8K | <0.01% | +0.8% |
| 509 | ETF Portfolio Partners#509 · 4,015 sh | 4,015 | $432.7K | — | 0.0% |
| 510 | Independent Advisor Alliance#510 · 4,002 sh | 4,002 | $431.3K | 0.01% | +1.2% |
| 511 | Jackson, Grant Investment Advisers#511 · 3,995 sh | 3,995 | $430.6K | 0.13% | 0.0% |
| 512 | HARBOR CAPITAL ADVISORS#512 · 3,993 sh | 3,993 | $430.0K | — | +5.9% |
| 513 | Clearstead Advisors#513 · 3,981 sh | 3,981 | $429.1K | <0.01% | +907.8% |
| 514 | Glaxis Capital Management#514 · 3,941 sh | 3,941 | $424.8K | 0.85% | 0.0% |
| 515 | FIL Ltd#515 · 3,914 sh | 3,914 | $421.9K | <0.01% | -59.0% |
| 516 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#516 · 3,899 sh | 3,899 | $420.2K | 0.17% | New |
| 517 | Livforsakringsbolaget Skandia, Omsesidigt#517 · 3,882 sh | 3,882 | $418.3K | — | 0.0% |
| 518 | DAYMARK WEALTH PARTNERS#518 · 3,879 sh | 3,879 | $418.1K | 0.01% | +1.4% |
| 519 | HANTZ FINANCIAL SERVICES#519 · 3,879 sh | 3,879 | $418.0K | <0.01% | +7.3% |
| 520 | Trivium Point Advisory#520 · 3,861 sh | 3,861 | $416.1K | 0.04% | +3.9% |
| 521 | Regal Investment Advisors#521 · 3,840 sh | 3,840 | $413.9K | 0.02% | +26.5% |
| 522 | Snowden Capital Advisors#522 · 3,831 sh | 3,831 | $412.9K | <0.01% | +43.6% |
| 523 | ROBINSON SMITH WEALTH ADVISORS#523 · 3,821 sh | 3,821 | $411.8K | — | 0.0% |
| 524 | One Wealth Advisors#524 · 3,782 sh | 3,782 | $407.6K | 0.04% | -2.9% |
| 525 | BROWN ADVISORY#525 · 3,779 sh | 3,779 | $407.3K | <0.01% | +66.3% |
| 526 | HUNTINGTON NATIONAL BANK#526 · 3,749 sh | 3,749 | $404.1K | <0.01% | +0.9% |
| 527 | CAXTON ASSOCIATES LLP#527 · 3,697 sh | 3,697 | $398.5K | <0.01% | New |
| 528 | BLAIR WILLIAM#528 · 3,692 sh | 3,692 | $397.9K | <0.01% | +13.7% |
| 529 | Checchi Capital Advisers#529 · 3,678 sh | 3,678 | $396.4K | 0.02% | +1.3% |
| 530 | Beacon Pointe Advisors#530 · 3,651 sh | 3,651 | $393.5K | <0.01% | -2.8% |
| 531 | HBK Sorce Advisory#531 · 3,403 sh | 3,403 | $390.8K | <0.01% | -1.4% |
| 532 | TCW GROUP#532 · 3,617 sh | 3,617 | $389.8K | <0.01% | -2.3% |
| 533 | International Private Wealth Advisors#533 · 3,604 sh | 3,604 | $388.5K | 0.20% | -0.6% |
| 534 | Elevated Capital Advisors#534 · 3,604 sh | 3,604 | $388.4K | 0.11% | -52.9% |
| 535 | Strategic Investment Advisors / MI#535 · 3,596 sh | 3,596 | $387.6K | 0.02% | -11.6% |
| 536 | Legato Capital Management#536 · 3,567 sh | 3,567 | $384.5K | 0.03% | -27.3% |
| 537 | Essex Financial Services#537 · 3,563 sh | 3,563 | $384.1K | 0.02% | -5.1% |
| 538 | JMN Financial#538 · 3,545 sh | 3,545 | $382.1K | 0.30% | -11.9% |
| 539 | Forvis Mazars Wealth Advisors#539 · 3,539 sh | 3,539 | $381.4K | — | -4.7% |
| 540 | ALLSTATE#540 · 3,499 sh | 3,499 | $377.1K | <0.01% | -85.9% |
| 541 | WADDELL & ASSOCIATES#541 · 3,479 sh | 3,479 | $375.0K | 0.02% | +0.7% |
| 542 | Walleye Trading#542 · 3,417 sh | 3,417 | $368.3K | <0.01% | -61.2% |
| 543 | Fifth Third Wealth Advisors#543 · 3,413 sh | 3,413 | $367.9K | — | +5.2% |
| 544 | Bayforest Capital Ltd#544 · 3,406 sh | 3,406 | $367.1K | 0.34% | +5982.1% |
| 545 | Alteri Wealth#545 · 3,398 sh | 3,398 | $366.2K | 0.10% | -7.2% |
| 546 | First Citizens Financial#546 · 3,388 sh | 3,388 | $365.2K | — | -0.5% |
| 547 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#547 · 3,332 sh | 3,332 | $359.1K | 0.10% | 0.0% |
| 548 | Foundations Investment Advisors#548 · 3,313 sh | 3,313 | $357.1K | <0.01% | +3.3% |
| 549 | Argent#549 · 3,295 sh | 3,295 | $355.1K | 0.01% | +6.1% |
| 550 | CreativeOne Wealth#550 · 3,283 sh | 3,283 | $353.9K | <0.01% | +41.0% |
| 551 | Symphony Financial, Ltd.#551 · 3,194 sh | 3,194 | $345.7K | — | +10.4% |
| 552 | NICOLET BANKSHARES#552 · 3,183 sh | 3,183 | $343.1K | 0.01% | 0.0% |
| 553 | Valeo Financial Advisors#553 · 3,183 sh | 3,183 | $343.0K | — | +1.3% |
| 554 | Sound View Wealth Advisors Group#554 · 3,179 sh | 3,179 | $342.6K | 0.02% | -1.7% |
| 555 | Midwest Heritage Bank, FSB#555 · 3,168 sh | 3,168 | $341.5K | — | +0.4% |
| 556 | Mutual Advisors#556 · 3,164 sh | 3,164 | $341.0K | <0.01% | -0.4% |
| 557 | Sivia Capital Partners#557 · 3,162 sh | 3,162 | $340.8K | 0.04% | 0.0% |
| 558 | Ashton Thomas Private Wealth#558 · 3,162 sh | 3,162 | $340.8K | <0.01% | -1.8% |
| 559 | Compound Planning#559 · 3,154 sh | 3,154 | $339.9K | <0.01% | +2.6% |
| 560 | Ameritas Advisory Services#560 · 3,148 sh | 3,148 | $339.2K | <0.01% | -1.9% |
| 561 | Chesley Taft & Associates#561 · 3,130 sh | 3,130 | $337.3K | — | -2.4% |
| 562 | Orion Porfolio Solutions#562 · 3,111 sh | 3,111 | $335.3K | <0.01% | -15.9% |
| 563 | Adams Wealth Management#563 · 3,092 sh | 3,092 | $333.3K | 0.06% | -1.2% |
| 564 | CacheTech#564 · 3,092 sh | 3,092 | $333.3K | 0.05% | -1.2% |
| 565 | Central Pacific Bank - Division#565 · 3,077 sh | 3,077 | $331.6K | — | -8.1% |
| 566 | Provident Living Financial Services#566 · 3,040 sh | 3,040 | $327.7K | 0.32% | -9.9% |
| 567 | WEDBUSH SECURITIES#567 · 3,036 sh | 3,036 | $327.0K | — | -0.3% |
| 568 | Shepherd Financial Partners#568 · 3,026 sh | 3,026 | $326.1K | 0.03% | +0.5% |
| 569 | LEAVELL INVESTMENT MANAGEMENT#569 · 3,024 sh | 3,024 | $326.0K | 0.01% | 0.0% |
| 570 | SECURITY NATIONAL BANK OF SO DAK#570 · 3,000 sh | 3,000 | $323.3K | 0.15% | 0.0% |
| 571 | Glassy Mountain Advisors#571 · 3,000 sh | 3,000 | $323.3K | 0.09% | 0.0% |
| 572 | Busey Wealth Management#572 · 2,899 sh | 2,899 | $312.5K | — | -1.8% |
| 573 | Wedmont Private Capital#573 · 2,771 sh | 2,771 | $311.0K | — | +11.2% |
| 574 | SIGNATUREFD#574 · 2,884 sh | 2,884 | $310.9K | — | +11.7% |
| 575 | StoneX Group#575 · 2,988 sh | 2,988 | $309.6K | 0.01% | New |
| 576 | Accredited Investors#576 · 2,866 sh | 2,866 | $308.9K | 0.01% | 0.0% |
| 577 | Plancorp#577 · 2,693 sh | 2,693 | $305.9K | <0.01% | +20.1% |
| 578 | VAN ECK ASSOCIATES#578 · 2,835 sh | 2,835 | $305.6K | <0.01% | +17.0% |
| 579 | OFS Enterprise#579 · 2,834 sh | 2,834 | $305.5K | — | +0.2% |
| 580 | FARMERS & MERCHANTS INVESTMENTS#580 · 2,822 sh | 2,822 | $304.2K | — | -0.1% |
| 581 | NorthCrest Asset Manangement#581 · 2,720 sh | 2,720 | $303.7K | — | +15.6% |
| 582 | CX Institutional#582 · 2,808 sh | 2,808 | $303.0K | — | +1.9% |
| 583 | Kera Capital Partners#583 · 2,799 sh | 2,799 | $301.7K | 0.03% | -3.6% |
| 584 | Apeiron RIA#584 · 2,782 sh | 2,782 | $299.8K | — | 0.0% |
| 585 | HighPoint Advisor Group#585 · 2,774 sh | 2,774 | $298.9K | 0.01% | +0.4% |
| 586 | TRANSCEND WEALTH COLLECTIVE#586 · 2,771 sh | 2,771 | $298.7K | 0.02% | +16.9% |
| 587 | WINNOW WEALTH#587 · 2,751 sh | 2,751 | $296.5K | — | +0.8% |
| 588 | CIDEL ASSET MANAGEMENT#588 · 2,748 sh | 2,748 | $296.2K | 0.01% | 0.0% |
| 589 | Summit Financial#589 · 2,747 sh | 2,747 | $296.1K | <0.01% | New |
| 590 | XXI WEALTH#590 · 2,713 sh | 2,713 | $292.4K | — | -4.7% |
| 591 | Vontobel Holding Ltd.#591 · 2,701 sh | 2,701 | $291.1K | — | -55.7% |
| 592 | RFG - Bristol Wealth Advisors#592 · 2,694 sh | 2,694 | $290.4K | — | +0.7% |
| 593 | Kinloch Capital#593 · 2,650 sh | 2,650 | $285.6K | 0.10% | -0.9% |
| 594 | Westmount Partners#594 · 2,648 sh | 2,648 | $285.4K | 0.06% | 0.0% |
| 595 | Turtle Creek Wealth Advisors#595 · 2,644 sh | 2,644 | $285.0K | — | +1.3% |
| 596 | Investment Research & Advisory Group#596 · 2,636 sh | 2,636 | $285.0K | — | 0.0% |
| 597 | Aaron Wealth Advisors#597 · 2,620 sh | 2,620 | $282.4K | — | -40.8% |
| 598 | TSFG#598 · 2,613 sh | 2,613 | $282.0K | — | +0.8% |
| 599 | Kovack Advisors#599 · 2,602 sh | 2,602 | $281.9K | 0.01% | New |
| 600 | WHITTIER#600 · 2,500 sh | 2,500 | $281.4K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.