Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q2 2026 (June 30)20holders −4
1new positions
6sold out
$20.66avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, down 4 from Q1 2026. 1 opened new positions and 6 sold out. The largest holders were Principal Securities, Inc. ($133.0M), Envestnet Asset Management Inc. ($130.6M) and Raymond James Financial Inc. ($21.3M).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q2 2026)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 6 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,412,316 shares bought and 159,427 shares sold, net +3,252,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Principal Securities, Inc. | 1.60% | Add +32.7% | 6,438,151 | $133.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +33.1% | 6,322,167 | $130.6M |
| Raymond James Financial Inc. | 0.01% | Add +8.0% | 1,029,202 | $21.3M |
| Spartan Wealth Advisory Services LLC | 0.89% | Add +3.1% | 524,830 | $10.8M |
| Insight Wealth Partners, LLC | 0.71% | Add +13.3% | 256,849 | $5.3M |
| Legacy Financial Independent Advisors LLC | 2.37% | Add +1.8% | 243,672 | $5.0M |
| Western Wealth Management, LLC | 0.15% | Add +63.0% | 218,599 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +55.1% | 117,967 | $2.4M |
| Mariner, LLC | 0.00% | No change | 96,224 | $2.0M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $972K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.7% | 31,215 | $645K |
| LPL Financial LLC | 0.00% | Add +0.8% | 15,629 | $323K |
| AlphaCore Capital LLC | 0.00% | No change | 11,762 | $243K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 9,730 | $201K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,523 | $32K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $21K |
| Morgan Stanley | 0.00% | Add +40200.0% | 806 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 571 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +1876.9% | 257 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 78 | $2K |
"% of holder's portfolio" is IG's weight in each manager's 13F, not the share of Prin Invest Grad Corp. ETF-Ui the manager owns.