Who owns Principal Investment Grade Corporate Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IG from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 21 institutions disclosed 15.4M shares of Principal Investment Grade Corporate Active ETF worth $317.6M — about 257.9% of shares outstanding; the largest disclosed holder is PRINCIPAL SECURITIES, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$317.6M
value, 2026 filers
257.9%
of shares outstanding (15.4M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 6.4M | $133.0M | 1.6% | 108% | +32.7% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 6.3M | $130.6M | 0.0% | 106.1% | +33.1% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.0M | $21.3M | 0.0% | 17.3% | +8.0% |
| 4 | Spartan Wealth Advisory Services LLC | 524,830 | $10.8M | 0.9% | 8.8% | +3.1% |
| 5 | Insight Wealth Partners, LLC | 256,849 | $5.3M | 0.7% | 4.3% | +13.3% |
| 6 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 243,672 | $5.0M | 2.4% | 4.1% | +1.8% |
| 7 | Western Wealth Management, LLC | 218,599 | $4.5M | 0.1% | 3.7% | +63.0% |
| 8 | ROYAL BANK OF CANADA | 117,967 | $2.4M | 0.0% | 2% | +55.1% |
| 9 | Mariner, LLC | 96,224 | $2.0M | 0.0% | 1.6% | 0.0% |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 47,103 | $971,933 | 0.0% | 0.8% | 0.0% |
| 11 | GOLDMAN SACHS GROUP INC | 31,215 | $645,058 | 0.0% | 0.5% | -67.7% |
| 12 | LPL Financial LLC | 15,629 | $322,983 | 0.0% | 0.3% | +0.8% |
| 13 | AlphaCore Capital LLC | 11,762 | $243,062 | 0.0% | 0.2% | 0.0% |
| 14 | Gladstone Institutional Advisory LLC | 9,730 | $201,065 | 0.0% | 0.2% | +0.1% |
| 15 | Smartleaf Asset Management LLC | 1,523 | $31,602 | 0.0% | 0% | 0.0% |
| 16 | PRIVATE TRUST CO NA | 1,000 | $20,665 | 0.0% | 0% | 0.0% |
| 17 | MORGAN STANLEY | 806 | $16,670 | 0.0% | 0% | +40200.0% |
| 18 | Global Retirement Partners, LLCNEW | 571 | $11,792 | 0.0% | 0% | new |
| 19 | Pinnacle Bancorp, Inc. | 257 | $5,311 | 0.0% | 0% | +1876.9% |
| 20 | Continuum Advisory, LLCNEW | 78 | $1,612 | 0.0% | 0% | new |
| 21 | WELLS FARGO & COMPANY/MN | 0 | $8 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.