Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q1 2026 (March 31)24holders +3
5new positions
2sold out
1famous investor
$20.64avg. 13F price*
At the end of Q1 2026, 24 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($100.2M), Envestnet Asset Management Inc. ($98.0M) and Raymond James Financial Inc. ($19.7M). 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 (Q1 2026)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.7M |
| Exits | 2 | $214K |
All 13F filers, Q4 2025 → Q1 2026: 1,641,765 shares bought and 21,922 shares sold, net +1,619,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Principal Securities, Inc. | 1.47% | Add +16.7% | 4,852,973 | $100.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.1% | 4,748,867 | $98.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.9% | 953,027 | $19.7M |
| Spartan Wealth Advisory Services LLC | 0.92% | — | 509,255 | $10.5M |
| Legacy Financial Independent Advisors LLC | 2.57% | — | 239,466 | $4.9M |
| Insight Wealth Partners, LLC | 1.89% | Add +2.7% | 226,628 | $4.7M |
| Western Wealth Management, LLC | 0.11% | New | 134,126 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 96,715 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -10.8% | 96,224 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 76,048 | $1.6M |
| Citadel Advisors | 0.00% | New | 54,980 | $1.1M |
| Principal Financial Group Inc. | 0.00% | No change | 47,103 | $969K |
| Jane Street Group, LLC | 0.00% | New | 36,230 | $748K |
| LPL Financial LLC | 0.00% | Add +7.6% | 15,500 | $320K |
| AlphaCore Capital LLC | 0.01% | No change | 11,762 | $243K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 9,716 | $201K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.6% | 2,441 | $50K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,523 | $31K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $21K |
| IFP Advisors, Inc | 0.00% | New | 243 | $5K |
| Ascentis Independent Advisors | 0.00% | New | 25 | $515 |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 13 | $268 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 8 | $165 |
| Morgan Stanley | 0.00% | No change | 2 | $43 |
"% 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.