13F

PFG PRINCIPAL FINANCIAL GROUP

2026Q1 · CUSIP 74251V102

🟢 Lit · Institutions accelerating in
Holders
900
Δ holders QoQ
+17
Breadth percentile
Top 18%
Whale holders
271
Δ whales
-7
Inst. holding value
$15.0B
New positions
117
Closed positions
100
Price momentum (1Q)
+12.3%
Put / Call
6/8

Breadth history (34 quarters)

2018Q1: Δ-16 · h=599 2018Q2: Δ-15 · h=584 2018Q3: Δ-8 · h=576 2018Q4: Δ-14 · h=562 2019Q1: Δ+19 · h=581 2019Q2: Δ+21 · h=602 2019Q3: Δ+10 · h=612 2019Q4: Δ-6 · h=606 2020Q1: Δ-44 · h=562 2020Q2: Δ+0 · h=562 2020Q3: Δ-1 · h=561 2020Q4: Δ+52 · h=613 2021Q1: Δ+24 · h=637 2021Q2: Δ-27 · h=610 2021Q3: Δ+7 · h=617 2021Q4: Δ+40 · h=657 2022Q1: Δ+25 · h=682 2022Q2: Δ+1 · h=683 2022Q3: Δ+13 · h=696 2022Q4: Δ+79 · h=775 2023Q1: Δ-37 · h=738 2023Q2: Δ-13 · h=725 2023Q3: Δ-9 · h=716 2023Q4: Δ+33 · h=749 2024Q1: Δ+8 · h=757 2024Q2: Δ+33 · h=790 2024Q3: Δ-13 · h=777 2024Q4: Δ+7 · h=784 2025Q1: Δ+53 · h=837 2025Q2: Δ-25 · h=812 2025Q3: Δ+11 · h=823 2025Q4: Δ+60 · h=883 2026Q1: Δ+17 · h=900 2018Q1: holders=599 2018Q2: holders=584 2018Q3: holders=576 2018Q4: holders=562 2019Q1: holders=581 2019Q2: holders=602 2019Q3: holders=612 2019Q4: holders=606 2020Q1: holders=562 2020Q2: holders=562 2020Q3: holders=561 2020Q4: holders=613 2021Q1: holders=637 2021Q2: holders=610 2021Q3: holders=617 2021Q4: holders=657 2022Q1: holders=682 2022Q2: holders=683 2022Q3: holders=696 2022Q4: holders=775 2023Q1: holders=738 2023Q2: holders=725 2023Q3: holders=716 2023Q4: holders=749 2024Q1: holders=757 2024Q2: holders=790 2024Q3: holders=777 2024Q4: holders=784 2025Q1: holders=837 2025Q2: holders=812 2025Q3: holders=823 2025Q4: holders=883 2026Q1: holders=900 -79 -39.5 +0 +39.5 +79 504725945 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 18%
2025Q4 Top 8% +12.3%
2025Q1 Top 2% -2.4% +1.6%
2024Q2 Top 6% +12.4% +13.1%
2023Q4 Top 16% +7.3% -0.6%
2022Q4 Top 3% -22.9% -14.8%
2022Q3 Top 10% -1.3% -24.1%
2022Q1 Top 6% +9.1% +30.5%
2021Q4 Top 12% -4.6% +6.8%
2021Q1 Top 14% +0.6% +6.0%
2020Q4 Top 11% +23.9% +24.6%
2019Q3 Top 19% +4.2% -32.0%
2019Q2 Top 6% +3.5% +5.8%
2019Q1 Top 15% -1.7% +1.8%
Put holders / Call holders: 6 / 8