10 institutions reported holding $264.9M 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), PRINCIPAL FINANCIAL GROUP INC ($971,933), Gladstone Institutional Advisory LLC ($201,065), PRIVATE TRUST CO NA ($20,665). 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 | PRINCIPAL FINANCIAL GROUP INC | $971,933 | 47,103 | Hold |
| 4 | Gladstone Institutional Advisory LLC | $201,065 | 9,730 | Added |
| 5 | PRIVATE TRUST CO NA | $20,665 | 1,000 | Hold |
| 6 | Pinnacle Bancorp, Inc. | $5,311 | 257 | Added |
| 7 | IFP Advisors, Inc | $0 | 0 | Exited |
| 8 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 9 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 10 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30