IG institutional holders

PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding20
Shares held15,367,335
Reported value$317.6m
Quarter flows2 new, 12 added, 1 trimmed, 6 exited

Top 21 holders

ManagerSharesValue% of manager's 13F
PRINCIPAL SECURITIES, INC.6,438,151$133.0m1.6%
ENVESTNET ASSET MANAGEMENT INC6,322,167$130.6m0.0%
RAYMOND JAMES FINANCIAL INC1,029,202$21.3m0.0%
Spartan Wealth Advisory Services LLC524,830$10.8m0.9%
Insight Wealth Partners, LLC256,849$5.3m0.7%
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC243,672$5.0m2.4%
Western Wealth Management, LLC218,599$4.5m0.1%
ROYAL BANK OF CANADA117,967$2.4m0.0%
Mariner, LLC96,224$2.0m0.0%
PRINCIPAL FINANCIAL GROUP INC47,103$971,9330.0%
GOLDMAN SACHS GROUP INC31,215$645,0580.0%
LPL Financial LLC15,629$322,9830.0%
AlphaCore Capital LLC11,762$243,0620.0%
Gladstone Institutional Advisory LLC9,730$201,0650.0%
Smartleaf Asset Management LLC1,523$31,6020.0%
PRIVATE TRUST CO NA1,000$20,6650.0%
MORGAN STANLEY806$16,6700.0%
Global Retirement Partners, LLC571$11,7920.0%
Pinnacle Bancorp, Inc.257$5,3110.0%
Continuum Advisory, LLC78$1,6120.0%
WELLS FARGO & COMPANY/MN0$80.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IG"). IG price history · All 13F data

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