Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q2 2025 (June 30)21holders +3
6new positions
2sold out
1famous investor
$20.81avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($53.2M), Envestnet Asset Management Inc. ($50.6M) and Raymond James Financial Inc. ($16.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q2 2025)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 2 | $833K |
All 13F filers, Q1 2025 → Q2 2025: 836,783 shares bought and 54,006 shares sold, net +782,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Principal Securities, Inc. | 1.00% | Add +19.7% | 2,558,134 | $53.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.2% | 2,430,956 | $50.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 782,002 | $16.3M |
| Insight Wealth Partners, LLC | 2.12% | Add +6.4% | 184,094 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 58,196 | $1.2M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $976K |
| LPL Financial LLC | 0.00% | Add +0.2% | 41,241 | $858K |
| Mariner, LLC | 0.00% | Add +0.0% | 31,545 | $656K |
| Jane Street Group, LLC | 0.00% | New | 27,624 | $575K |
| Citadel Advisors | 0.00% | New | 17,491 | $364K |
| Bank of America Corp. | 0.00% | Reduce -52.1% | 12,266 | $255K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 11,950 | $249K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.9% | 2,217 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.3% | 1,706 | $35K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,000 | $21K |
| Private Trust Co. NA | 0.00% | New | 1,000 | $21K |
| Osaic Holdings, Inc. | 0.00% | No change | 919 | $19K |
| Morgan Stanley | 0.00% | Add +0.8% | 391 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 312 | $6K |
| UBS Group AG | 0.00% | Reduce -61.3% | 205 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $15 |
"% 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.