PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | GREAT LAKES ADVISORS#601 · 2,593 sh | 2,593 | $279.5K | <0.01% | New |
| 602 | 180 WEALTH ADVISORS#602 · 2,591 sh | 2,591 | $279.2K | 0.03% | -5.2% |
| 603 | Sageworth#603 · 2,577 sh | 2,577 | $277.7K | 0.01% | 0.0% |
| 604 | Paragon Capital Management Ltd#604 · 2,572 sh | 2,572 | $277.3K | — | +9.4% |
| 605 | WESTWOOD GROUP#605 · 2,529 sh | 2,529 | $272.6K | <0.01% | New |
| 606 | Sageworth of South Dakota#606 · 2,528 sh | 2,528 | $272.5K | 0.17% | 0.0% |
| 607 | Pallas Capital Advisors#607 · 2,526 sh | 2,526 | $272.3K | <0.01% | +7.4% |
| 608 | LAKE STREET PRIVATE WEALTH#608 · 2,526 sh | 2,526 | $272.3K | — | -3.9% |
| 609 | GATEWAY INVESTMENT ADVISERS#609 · 2,520 sh | 2,520 | $271.6K | — | -38.5% |
| 610 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#610 · 2,516 sh | 2,516 | $271.2K | 0.07% | 0.0% |
| 611 | S#611 · 2,500 sh | 2,500 | $269.0K | 0.02% | 0.0% |
| 612 | JT Stratford#612 · 2,490 sh | 2,490 | $268.4K | 0.03% | New |
| 613 | Paladin Partners#613 · 2,490 sh | 2,490 | $268.4K | — | 0.0% |
| 614 | VisionPoint Advisory Group#614 · 2,484 sh | 2,484 | $267.7K | — | -10.4% |
| 615 | First Nebraska#615 · 2,479 sh | 2,479 | $267.2K | 0.02% | 0.0% |
| 616 | Caerus Investment Advisors#616 · 2,470 sh | 2,470 | $266.2K | 0.09% | -2.7% |
| 617 | MISSION WEALTH MANAGEMENT#617 · 2,440 sh | 2,440 | $263.1K | — | New |
| 618 | Tower Research Capital (TRC)#618 · 2,425 sh | 2,425 | $261.4K | <0.01% | +3.9% |
| 619 | RENAISSANCE GROUP#619 · 2,422 sh | 2,422 | $261.0K | 0.01% | 0.0% |
| 620 | Resurgent Financial Advisors#620 · 2,416 sh | 2,416 | $260.4K | 0.07% | +0.1% |
| 621 | Nilsine Partners#621 · 2,416 sh | 2,416 | $260.4K | 0.02% | +6.4% |
| 622 | SMITH, MOORE#622 · 2,412 sh | 2,412 | $259.9K | 0.02% | 0.0% |
| 623 | TCG Advisory Services#623 · 2,410 sh | 2,410 | $259.8K | <0.01% | +6.7% |
| 624 | Miracle Mile Advisors#624 · 2,408 sh | 2,408 | $259.5K | <0.01% | +2.8% |
| 625 | CORA CAPITAL ADVISORS#625 · 2,401 sh | 2,401 | $258.8K | 0.07% | 0.0% |
| 626 | WBI INVESTMENTS#626 · 2,386 sh | 2,386 | $257.2K | 0.06% | New |
| 627 | KAVAR CAPITAL PARTNERS GROUP#627 · 2,383 sh | 2,383 | $256.8K | 0.03% | +1.0% |
| 628 | PRIVATE NA#628 · 2,375 sh | 2,375 | $256.0K | — | +26.6% |
| 629 | Plus Group Wealth Advisors#629 · 2,373 sh | 2,373 | $255.8K | — | New |
| 630 | Acropolis Investment Management#630 · 2,338 sh | 2,338 | $252.0K | — | +0.1% |
| 631 | Simplicity Wealth#631 · 2,330 sh | 2,330 | $251.2K | — | -1.9% |
| 632 | AUXIER ASSET MANAGEMENT#632 · 2,322 sh | 2,322 | $250.3K | 0.03% | 0.0% |
| 633 | EverSource Wealth Advisors#633 · 2,321 sh | 2,321 | $250.2K | <0.01% | -87.6% |
| 634 | Koshinski Asset Management#634 · 2,306 sh | 2,306 | $248.5K | 0.01% | 0.0% |
| 635 | Diversified#635 · 2,302 sh | 2,302 | $248.1K | <0.01% | New |
| 636 | Pinnacle Wealth Planning Services#636 · 2,300 sh | 2,300 | $247.9K | 0.02% | 0.0% |
| 637 | Sentinus#637 · 2,282 sh | 2,282 | $246.0K | 0.02% | +1.2% |
| 638 | INTRUST BANK NA#638 · 2,275 sh | 2,275 | $245.2K | 0.02% | New |
| 639 | TOCQUEVILLE ASSET MANAGEMENT L.P.#639 · 2,262 sh | 2,262 | $243.8K | <0.01% | -5.8% |
| 640 | Asset Management#640 · 2,257 sh | 2,257 | $243.3K | 0.02% | -4.0% |
| 641 | Kane Wealth Management#641 · 2,442 sh | 2,442 | $243.3K | 0.18% | -21.7% |
| 642 | Clarity Asset Management#642 · 2,245 sh | 2,245 | $242.0K | — | +5.3% |
| 643 | ROCKLAND#643 · 2,243 sh | 2,243 | $241.8K | — | -25.9% |
| 644 | Fisher Asset Management#644 · 2,241 sh | 2,241 | $241.6K | <0.01% | New |
| 645 | Annex Advisory Services#645 · 2,237 sh | 2,237 | $241.1K | — | New |
| 646 | Wealthspire Advisors#646 · 2,198 sh | 2,198 | $236.9K | <0.01% | -5.6% |
| 647 | Syverson Strege#647 · 2,188 sh | 2,188 | $235.8K | 0.05% | New |
| 648 | FJ Capital Management#648 · 2,181 sh | 2,181 | $235.1K | 0.03% | New |
| 649 | PFG Investments#649 · 2,178 sh | 2,178 | $234.8K | <0.01% | New |
| 650 | Pure Financial Advisors#650 · 2,178 sh | 2,178 | $234.8K | <0.01% | New |
| 651 | Soltis Investment Advisors#651 · 2,178 sh | 2,178 | $234.8K | 0.01% | New |
| 652 | World Investment Advisors#652 · 2,556 sh | 2,556 | $234.2K | <0.01% | +0.6% |
| 653 | Park Place Capital#653 · 2,172 sh | 2,172 | $234.1K | 0.04% | +25.4% |
| 654 | Jaffetilchin Investment Partners#654 · 2,150 sh | 2,150 | $231.7K | 0.01% | New |
| 655 | COMPASS FINANCIAL MANAGEMENT#655 · 2,096 sh | 2,096 | $231.2K | 0.03% | — |
| 656 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#656 · 2,135 sh | 2,135 | $230.0K | — | New |
| 657 | Employees Retirement System of Texas#657 · 2,126 sh | 2,126 | $229.0K | <0.01% | 0.0% |
| 658 | NORTHWEST WEALTH MANAGEMENT#658 · 2,116 sh | 2,116 | $228.1K | 0.03% | New |
| 659 | RFG Advisory#659 · 2,114 sh | 2,114 | $227.8K | <0.01% | New |
| 660 | Private Wealth Advisors#660 · 2,106 sh | 2,106 | $226.9K | 0.06% | New |
| 661 | Independent Wealth Network#661 · 2,083 sh | 2,083 | $224.5K | — | New |
| 662 | Sigma Planning#662 · 2,062 sh | 2,062 | $222.3K | — | New |
| 663 | 71 West Capital Partners#663 · 2,057 sh | 2,057 | $221.7K | <0.01% | New |
| 664 | Lantz Financial#664 · 2,055 sh | 2,055 | $221.5K | — | New |
| 665 | INTEGRAL INVESTMENT ADVISORS#665 · 2,055 sh | 2,055 | $221.5K | 0.05% | New |
| 666 | CITIZENS FINANCIAL GROUP#666 · 2,033 sh | 2,033 | $219.1K | — | New |
| 667 | AlphaCore Capital#667 · 2,030 sh | 2,030 | $218.8K | <0.01% | +108.8% |
| 668 | Murphy Pohlad Asset Management#668 · 2,027 sh | 2,027 | $218.6K | — | New |
| 669 | STEPHENS#669 · 2,026 sh | 2,026 | $218.4K | <0.01% | New |
| 670 | MATHER GROUP#670 · 2,020 sh | 2,020 | $217.7K | — | +2.8% |
| 671 | Optiver Holding B.V.#671 · 2,010 sh | 2,010 | $216.6K | <0.01% | +1118.2% |
| 672 | OXFORD FINANCIAL GROUP, LTD.#672 · 2,008 sh | 2,008 | $216.4K | 0.01% | New |
| 673 | Jump Financial#673 · 2,000 sh | 2,000 | $215.6K | <0.01% | -16.7% |
| 674 | Banco Santander, S.A.#674 · 2,000 sh | 2,000 | $215.6K | <0.01% | New |
| 675 | GREAT VALLEY ADVISOR GROUP#675 · 2,000 sh | 2,000 | $215.3K | <0.01% | -43.3% |
| 676 | Allen Capital Group#676 · 1,996 sh | 1,996 | $215.1K | 0.02% | New |
| 677 | IAMS WEALTH MANAGEMENT#677 · 1,993 sh | 1,993 | $214.8K | — | New |
| 678 | Parallel Advisors#678 · 1,984 sh | 1,984 | $213.9K | <0.01% | +4.9% |
| 679 | SageView Advisory Group#679 · 1,982 sh | 1,982 | $213.6K | <0.01% | -12.5% |
| 680 | CIGNA INVESTMENTS#680 · 1,982 sh | 1,982 | $213.0K | — | New |
| 681 | Miramar Capital#681 · 1,975 sh | 1,975 | $212.9K | 0.05% | New |
| 682 | Pinnacle Wealth Management Advisory Group#682 · 1,968 sh | 1,968 | $212.1K | — | New |
| 683 | Ameritas Investment Partners#683 · 1,966 sh | 1,966 | $211.9K | <0.01% | -3.6% |
| 684 | J.M. Arbour#684 · 1,940 sh | 1,940 | $209.1K | 0.18% | New |
| 685 | PDS Planning#685 · 1,926 sh | 1,926 | $207.6K | 0.01% | New |
| 686 | Wealthcare Capital Partners#686 · 1,921 sh | 1,921 | $207.1K | — | New |
| 687 | EADS & HEALD WEALTH MANAGEMENT#687 · 1,911 sh | 1,911 | $206.0K | 0.10% | New |
| 688 | MV CAPITAL MANAGEMENT#688 · 1,903 sh | 1,903 | $205.1K | 0.02% | +0.2% |
| 689 | MONETA GROUP INVESTMENT ADVISORS#689 · 1,896 sh | 1,896 | $204.4K | <0.01% | New |
| 690 | Continuum Advisory#690 · 1,889 sh | 1,889 | $203.6K | 0.02% | New |
| 691 | BOS Asset Management#691 · 1,887 sh | 1,887 | $203.4K | — | New |
| 692 | WNY Asset Management#692 · 1,879 sh | 1,879 | $202.5K | 0.02% | New |
| 693 | Engineers Gate Manager#693 · 1,876 sh | 1,876 | $202.2K | <0.01% | New |
| 694 | Capital Analysts#694 · 1,869 sh | 1,869 | $202.0K | <0.01% | -2.0% |
| 695 | Fidelis Capital Partners#695 · 1,868 sh | 1,868 | $201.3K | 0.01% | New |
| 696 | Kathmere Capital Management#696 · 1,863 sh | 1,863 | $200.8K | — | New |
| 697 | Hills Bank#697 · 1,854 sh | 1,854 | $199.8K | <0.01% | 0.0% |
| 698 | Oslo Pensjonsforsikring AS#698 · 1,804 sh | 1,804 | $194.4K | — | -42.8% |
| 699 | Silvant Capital Management#699 · 1,747 sh | 1,747 | $188.3K | <0.01% | 0.0% |
| 700 | CENTRAL#700 · 1,720 sh | 1,720 | $185.4K | <0.01% | +0.4% |
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.