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	Sound Income Strategies, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30