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.

RankInstitutionValueSharesChange
1PRINCIPAL SECURITIES, INC.$133.0M6.4MAdded
2ENVESTNET ASSET MANAGEMENT INC$130.6M6.3MAdded
3RAYMOND JAMES FINANCIAL INC$21.3M1.0MAdded
4Spartan Wealth Advisory Services LLC$10.8M524,830Added
5Insight Wealth Partners, LLC$5.3M256,849Added
6LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$5.0M243,672Added
7Western Wealth Management, LLC$4.5M218,599Added
8Royal Bank of Canada$2.4M117,967Added
9Mariner, LLC$2.0M96,224Hold
10PRINCIPAL FINANCIAL GROUP INC$971,93347,103Hold
11GOLDMAN SACHS GROUP INC$645,05831,215Trimmed
12LPL Financial LLC$322,98315,629Added
13AlphaCore Capital LLC$243,06211,762Hold
14Gladstone Institutional Advisory LLC$201,0659,730Added
15Smartleaf Asset Management LLC$31,6021,523Hold
16PRIVATE TRUST CO NA$20,6651,000Hold
17MORGAN STANLEY$16,670806Added
18Global Retirement Partners, LLC$11,792571Trimmed
19Pinnacle Bancorp, Inc.$5,311257Added
20Continuum Advisory, LLC$1,61278New
21CITADEL ADVISORS LLC$00Exited
22JANE STREET GROUP, LLC$00Exited
23IFP Advisors, Inc$00Exited
24Capital Investment Advisory Services, LLC$00Exited
25Sound Income Strategies, LLC$00Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30