Vault-13

PRINCIPAL FDS INC EQT PEIIX

MUTUAL · Open-End Fund · CUSIP 74254U499

0 institutional holders -2 vs Q1 2025
—reported value*
0 new 0 added 0 reduced 2 sold out net sold ≈ $329.0k (-8.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

012Q3 24: 1Q4 24: 1Q1 25: 2Q2 25: 00Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 20241
Q4 20241
Q1 20252
Q2 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 24: 0 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 202401
Q1 202511
Q2 202502

Biggest buyers

None

Biggest sellers

RiverFront Investment Group, LLC Sold out -7,009-7.0k
Hurley Capital, LLC Sold out -1,401-1.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change