IG Institutional Ownership
Principal Investment Grade Corporate Active ETF
1W: -0.7%
1M: -2.8%
3M: -5.2%
YTD: -5.7%
1Y: -6.6%
3Y: +10.9%
5Y: -9.4%
$19.48
-0.03 (-0.15%)
Weekly Expected Move ±0.8%
$19
$19
$19
$20
$20
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — IG
27
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
318M
Total Invested
2
New Positions
12
Increased
7
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 6,438,151 | 125M | +1,585,178 | +32.7% | 11Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 6,322,167 | 123M | +1,573,300 | +33.1% | 21Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,029,202 | 20M | +76,175 | +8.0% | 7Q | SEC ↗ |
| 4 | Spartan Wealth Advisory Services LLC | 524,830 | 10M | +15,575 | +3.1% | 2Q | SEC ↗ |
| 5 | Insight Wealth Partners, LLC | 256,849 | 5M | +30,221 | +13.3% | 18Q | SEC ↗ |
| 6 | LEGACY FINANCIAL INDEPENDENT ADVISORS | 243,672 | 5M | +4,206 | +1.8% | 2Q | SEC ↗ |
| 7 | Western Wealth Management, LLC | 218,599 | 4M | +84,473 | +63.0% | 2Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 117,967 | 2M | +41,919 | +55.1% | 11Q | SEC ↗ |
| 9 | Mariner, LLC | 96,224 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 47,103 | 918K | — | +0.0% | 7Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 31,215 | 608K | -65,500 | -67.7% | 4Q | SEC ↗ |
| 12 | LPL Financial LLC | 15,629 | 304K | +129 | +0.8% | 6Q | SEC ↗ |
| 13 | AlphaCore Capital LLC | 11,762 | 229K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Gladstone Institutional Advisory LLC | 9,730 | 190K | +14 | +0.1% | 3Q | SEC ↗ |
| 15 | Smartleaf Asset Management LLC | 1,523 | 30K | — | +0.0% | 9Q | SEC ↗ |
| 16 | PRIVATE TRUST CO NA | 1,000 | 19K | — | +0.0% | 5Q | SEC ↗ |
| 17 | MORGAN STANLEY | 806 | 16K | +804 | +40200.0% | 3Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 571 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Pinnacle Bancorp, Inc. | 257 | 5K | +244 | +1876.9% | 3Q | SEC ↗ |
| 20 | Continuum Advisory, LLC NEW | 78 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Capital Investment Advisory Services, | 0 | 0K | -8 | -100.0% | 4Q | SEC ↗ |
| 22 | UBS Group AG | 0 | 0K | -919 | -100.0% | 1Q | SEC ↗ |
| 23 | Sound Income Strategies, LLC | 0 | 0K | -2,441 | -100.0% | 23Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -36,230 | -100.0% | 1Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 14Q | SEC ↗ |
| 26 | Ascentis Independent Advisors | 0 | 0K | -25 | -100.0% | 1Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 0 | 0K | -243 | -100.0% | 1Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 0 | 0K | -9,309 | -100.0% | 13Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 0 | 0K | -54,980 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 571 | 11K |
| Continuum Advisory, LLC | 78 | 2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 54,980 | 1M |
| JANE STREET GROUP, LLC | 36,230 | 706K |
| BANK OF AMERICA CORP /DE | 9,309 | 181K |
| Sound Income Strategies, LLC | 2,441 | 48K |
| UBS Group AG | 919 | 18K |
| IFP Advisors, Inc | 243 | 5K |
| Ascentis Independent Advisors | 25 | 0K |
| Capital Investment Advisory Service | 8 | 0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | +1,585,178 | +32.7% | 6,438,151 |
| ENVESTNET ASSET MANAGEMENT INC | +1,573,300 | +33.1% | 6,322,167 |
| Western Wealth Management, LLC | +84,473 | +63.0% | 218,599 |
| RAYMOND JAMES FINANCIAL INC | +76,175 | +8.0% | 1,029,202 |
| ROYAL BANK OF CANADA | +41,919 | +55.1% | 117,967 |
| Insight Wealth Partners, LLC | +30,221 | +13.3% | 256,849 |
| Spartan Wealth Advisory Services LL | +15,575 | +3.1% | 524,830 |
| LEGACY FINANCIAL INDEPENDENT ADVISO | +4,206 | +1.8% | 243,672 |
| MORGAN STANLEY | +804 | +40200.0% | 806 |
| Pinnacle Bancorp, Inc. | +244 | +1876.9% | 257 |
| LPL Financial LLC | +129 | +0.8% | 15,629 |
| Gladstone Institutional Advisory LL | +14 | +0.1% | 9,730 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -65,500 | -67.7% | 31,215 |