Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q3 2025 (September 30)19holders −2
3new positions
5sold out
1famous investor
$21.10avg. 13F price*
At the end of Q3 2025, 19 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 5 sold out. The largest holders were Principal Securities, Inc. ($65.6M), Envestnet Asset Management Inc. ($63.2M) and Raymond James Financial Inc. ($18.2M). 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 (Q3 2025)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $371K |
| Exits | 5 | $301K |
All 13F filers, Q2 2025 → Q3 2025: 1,275,333 shares bought and 38,379 shares sold, net +1,236,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Principal Securities, Inc. | 1.08% | Add +21.5% | 3,108,813 | $65.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +23.3% | 2,997,001 | $63.2M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 863,109 | $18.2M |
| Insight Wealth Partners, LLC | 1.82% | Add +5.9% | 194,883 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +19.7% | 69,645 | $1.5M |
| Mariner, LLC | 0.00% | Add +63.1% | 51,457 | $1.1M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $991K |
| Jane Street Group, LLC | 0.00% | Add +27.8% | 35,307 | $745K |
| Citadel Advisors | 0.00% | Add +55.3% | 27,169 | $573K |
| LPL Financial LLC | 0.00% | Reduce -49.1% | 20,995 | $443K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,401 | $262K |
| Bank of America Corp. | 0.00% | Reduce -25.9% | 9,085 | $192K |
| AE Wealth Management LLC | 0.00% | New | 3,870 | $82K |
| Sound Income Strategies, LLC | 0.00% | Add +18.9% | 2,637 | $55K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.7% | 1,523 | $32K |
| Global Retirement Partners, LLC | 0.00% | New | 1,300 | $27K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -97.4% | 8 | $169 |
| 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.