Who Owns PRINCIPAL EXCHANGE TRADED FD (IG)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $317.6M of PRINCIPAL EXCHANGE TRADED FD (IG) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($133.0M), ENVESTNET ASSET MANAGEMENT INC ($130.6M), RAYMOND JAMES FINANCIAL INC ($21.3M), Spartan Wealth Advisory Services LLC ($10.8M), Insight Wealth Partners, LLC ($5.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRINCIPAL SECURITIES, INC. | $133.0M | 6.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $130.6M | 6.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $21.3M | 1.0M | Added |
| 4 | Spartan Wealth Advisory Services LLC | $10.8M | 524,830 | Added |
| 5 | Insight Wealth Partners, LLC | $5.3M | 256,849 | Added |
| 6 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $5.0M | 243,672 | Added |
| 7 | Western Wealth Management, LLC | $4.5M | 218,599 | Added |
| 8 | Royal Bank of Canada | $2.4M | 117,967 | Added |
| 9 | Mariner, LLC | $2.0M | 96,224 | Hold |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $971,933 | 47,103 | Hold |
| 11 | GOLDMAN SACHS GROUP INC | $645,058 | 31,215 | Trimmed |
| 12 | LPL Financial LLC | $322,983 | 15,629 | Added |
| 13 | AlphaCore Capital LLC | $243,062 | 11,762 | Hold |
| 14 | Gladstone Institutional Advisory LLC | $201,065 | 9,730 | Added |
| 15 | Smartleaf Asset Management LLC | $31,602 | 1,523 | Hold |
| 16 | PRIVATE TRUST CO NA | $20,665 | 1,000 | Hold |
| 17 | MORGAN STANLEY | $16,670 | 806 | Added |
| 18 | Global Retirement Partners, LLC | $11,792 | 571 | Trimmed |
| 19 | Pinnacle Bancorp, Inc. | $5,311 | 257 | Added |
| 20 | Continuum Advisory, LLC | $1,612 | 78 | New |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 23 | IFP Advisors, Inc | $0 | 0 | Exited |
| 24 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 25 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30