Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q1 2025 (March 31)18holders −2
3new positions
5sold out
$20.54avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Principal Securities, Inc. ($43.5M), Envestnet Asset Management Inc. ($43.2M) and Raymond James Financial Inc. ($16.0M).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q1 2025)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 5 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 237,563 shares bought and 267,353 shares sold, net −29,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Principal Securities, Inc. | 0.97% | No change | 2,137,920 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.8% | 2,092,248 | $43.2M |
| Raymond James Financial Inc. | 0.01% | Add +15.2% | 775,636 | $16.0M |
| Insight Wealth Partners, LLC | 2.15% | Add +9.3% | 173,087 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 57,374 | $1.2M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $971K |
| LPL Financial LLC | 0.00% | New | 41,146 | $850K |
| Goldman Sachs Group Inc. | 0.00% | New | 40,062 | $828K |
| Mariner, LLC | 0.00% | Add +0.0% | 31,541 | $652K |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 25,607 | $529K |
| Callan Capital, LLC | 0.02% | No change | 11,762 | $243K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.8% | 2,260 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.8% | 1,519 | $31K |
| Osaic Holdings, Inc. | 0.00% | No change | 919 | $19K |
| UBS Group AG | 0.00% | New | 530 | $11K |
| Morgan Stanley | 0.00% | Reduce -74.2% | 388 | $8K |
| Continuum Advisory, LLC | 0.00% | No change | 235 | $5K |
| Wells Fargo & Company | 0.00% | No change | 1 | $12 |
"% 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.