# PRINCIPAL EXCHANGE TRADED FD (IG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IG/

- Reporting holders: 21
- Reported value: $448.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $261.3M | 12,644,334 | 0.0% | 21 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $133.0M | 6,438,151 | 1.6% | 11 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $21.3M | 1,029,202 | 0.0% | 7 |
| [Spartan Wealth Advisory Services LLC](https://holderbook.com/funds/2075193-spartan-wealth-advisory-services-llc/) | $10.8M | 524,830 | 0.9% | 2 |
| [Insight Wealth Partners, LLC](https://holderbook.com/funds/1627003-insight-wealth-partners-llc/) | $5.3M | 256,849 | 0.7% | 18 |
| [LEGACY FINANCIAL INDEPENDENT ADVISORS LLC](https://holderbook.com/funds/2131510-legacy-financial-independent-advisors-llc/) | $5.0M | 243,672 | 2.4% | 2 |
| [Western Wealth Management, LLC](https://holderbook.com/funds/1767902-western-wealth-management-llc/) | $4.5M | 218,599 | 0.1% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.4M | 117,967 | 0.0% | 11 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $2.0M | 96,224 | 0.0% | 7 |
| [PRINCIPAL FINANCIAL GROUP INC](https://holderbook.com/funds/1126328-principal-financial-group-inc/) | $971.9K | 47,103 | 0.0% | 7 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $645.1K | 31,215 | 0.0% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $323.0K | 15,629 | 0.0% | 6 |
| [AlphaCore Capital LLC](https://holderbook.com/funds/1713662-alphacore-capital-llc/) | $243.1K | 11,762 | 0.0% | 3 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $201.1K | 9,730 | 0.0% | 3 |
| [Smartleaf Asset Management LLC](https://holderbook.com/funds/2010393-smartleaf-asset-management-llc/) | $31.6K | 1,523 | 0.0% | 9 |
| [PRIVATE TRUST CO NA](https://holderbook.com/funds/1277557-private-trust-co-na/) | $20.7K | 1,000 | 0.0% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $16.7K | 806 | 0.0% | 3 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $11.8K | 571 | 0.0% | 3 |
| [Pinnacle Bancorp, Inc.](https://holderbook.com/funds/1703383-pinnacle-bancorp-inc/) | $5.3K | 257 | 0.0% | 3 |
| [Continuum Advisory, LLC](https://holderbook.com/funds/1846532-continuum-advisory-llc/) | $1.6K | 78 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $8 | 0 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 21 | $448.2M |
| Q1 2026 | 25 | $250.0M |
| Q4 2025 | 21 | $203.6M |
| Q3 2025 | 19 | $157.1M |
| Q2 2025 | 21 | $130.4M |
| Q1 2025 | 18 | $111.7M |
| Q4 2024 | 20 | $111.2M |
| Q3 2024 | 23 | $111.9M |
| Q2 2024 | 23 | $93.5M |
| Q1 2024 | 21 | $92.3M |
| Q4 2023 | 20 | $81.5M |
| Q3 2023 | 18 | $43.7M |