Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q1 2024 (March 31)20holders
$20.66avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings. The largest holders were Principal Securities, Inc. ($35.6M), Envestnet Asset Management Inc. ($35.3M) and Raymond James Financial Services Advisors, Inc. ($11.6M).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q1 2024)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $699K |
| Exits | 3 | $4.4M |
Ownership 20 holders
| Principal Securities, Inc. | 1.11% | Add +13.9% | 1,720,837 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 1,706,753 | $35.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +33.7% | 563,093 | $11.6M |
| Jane Street Group, LLC | 0.01% | Add +720.9% | 199,605 | $4.1M |
| Insight Wealth Partners, LLC | 1.10% | Add +24.7% | 82,176 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 47,718 | $986K |
| Susquehanna International Group, LLP | 0.00% | New | 32,142 | $664K |
| LVZ, Inc. | 0.05% | Reduce -21.7% | 17,376 | $359K |
| Bank of America Corp. | 0.00% | Add +50.5% | 16,692 | $345K |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 15,292 | $316K |
| Callan Capital, LLC | 0.02% | No change | 11,762 | $243K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.5% | 11,028 | $228K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.4% | 10,575 | $218K |
| City Center Advisors, LLC | 0.24% | — | 9,736 | $201K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.5% | 2,488 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.2% | 1,494 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,455 | $30K |
| Morgan Stanley | 0.00% | Reduce -1.7% | 1,001 | $21K |
| UBS Group AG | 0.00% | Reduce -3.9% | 675 | $14K |
| Continuum Advisory, LLC | 0.00% | New | 235 | $5K |
"% 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.