PRIN INVEST GRAD CORP ETF-UI IG
$20.59
+0.1% 52w: $19.55 – $20.78
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data19.5520.1620.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
25
+4 QoQ
13F value
$250.0M
+22.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 4.9M | $100.2M | 1.5% | +16.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.7M | $98.0M | 0.0% | +17.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 953.0K | $19.7M | 0.0% | +0.9% |
| Spartan Wealth Advisory Services LLC | Other | 509.3K | $10.5M | 0.9% | — |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC ★2 | Fundamental diversified | 239.5K | $4.9M | 2.6% | — |
| Insight Wealth Partners, LLC | Wealth advisor | 226.6K | $4.7M | 1.9% | +2.7% |
| Western Wealth Management, LLC | Wealth advisor | 134.1K | $2.8M | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 96.7K | $2.0M | 0.0% | +7.3% |
| Mariner, LLC | Diversified mechanical | 96.2K | $2.0M | 0.0% | -10.8% |
| ROYAL BANK OF CANADA | Bank broker | 76.0K | $1.6M | 0.0% | +8.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 55.0K | $1.1M | 0.0% | New |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 47.1K | $969K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 36.2K | $748K | 0.0% | New |
| LPL Financial LLC | Bank broker | 15.5K | $320K | 0.0% | +7.6% |
| AlphaCore Capital LLC | Wealth advisor | 11.8K | $243K | 0.0% | Held |
| Gladstone Institutional Advisory LLC | Wealth advisor | 9.7K | $201K | 0.0% | +0.1% |
| Sound Income Strategies, LLC | Diversified mechanical | 2.4K | $50K | 0.0% | -3.6% |
| Smartleaf Asset Management LLC | Wealth advisor | 1.5K | $31K | 0.0% | Held |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.0K | $21K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 243 | $5K | 0.0% | New |
| Ascentis Independent Advisors | Other | 25 | $515 | 0.0% | New |
| Pinnacle Bancorp, Inc. | Other | 13 | $268 | 0.0% | Held |
| Capital Investment Advisory Services, LLC | Wealth advisor | 8 | $165 | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 2 | $43 | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 0 | $4 | 0.0% | Exited |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.