Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q4 2025 (December 31)21holders +2
5new positions
3sold out
$20.89avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Principal Securities, Inc. ($86.9M), Envestnet Asset Management Inc. ($84.7M) and Raymond James Financial Inc. ($19.7M).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q4 2025)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $468K |
| Exits | 3 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,372,397 shares bought and 73,044 shares sold, net +2,299,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Principal Securities, Inc. | 1.34% | Add +33.8% | 4,157,920 | $86.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +35.4% | 4,056,326 | $84.7M |
| Raymond James Financial Inc. | 0.01% | Add +9.4% | 944,062 | $19.7M |
| Insight Wealth Partners, LLC | 1.92% | Add +13.2% | 220,590 | $4.6M |
| Mariner, LLC | 0.00% | Add +109.5% | 107,827 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +626.9% | 90,137 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 70,167 | $1.5M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $981K |
| LPL Financial LLC | 0.00% | Reduce -31.4% | 14,403 | $301K |
| AlphaCore Capital LLC | 0.01% | New | 11,762 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 9,708 | $203K |
| Bank of America Corp. | 0.00% | Add +2.5% | 9,309 | $194K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.0% | 2,531 | $53K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,523 | $32K |
| Global Retirement Partners, LLC | 0.00% | Add +3.8% | 1,349 | $28K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $21K |
| UBS Group AG | 0.00% | New | 919 | $19K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 13 | $272 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 8 | $167 |
| Morgan Stanley | 0.00% | New | 2 | $43 |
| Wells Fargo & Company | 0.00% | No change | 1 | $19 |
"% 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.