Principal Exchange-Traded Funds - IG
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$203.6M
QoQ value delta ($000)
+$47.93M
(+30.79%)
Implied price effect (QoQ)
-1.0%
Shares
Total shares
9,746,660
QoQ shares delta
+2,368,998
(+32.11%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 21 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 86,858 | 4,157,920 | 1.34% |
| ENVESTNET ASSET MANAGEMENT INC | 84,736 | 4,056,326 | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 19,721 | 944,062 | 0.01% |
| Insight Wealth Partners, LLC | 4,608 | 220,590 | 0.63% |
| Mariner, LLC | 2,252 | 107,827 | 0.0% |
| GOLDMAN SACHS GROUP INC | 1,882 | 90,137 | 0.0% |
| ROYAL BANK OF CANADA | 1,466 | 70,167 | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 981 | 47,103 | 0.0% |
| LPL Financial LLC | 300 | 14,403 | 0.0% |
| AlphaCore Capital LLC | 245 | 11,762 | 0.01% |
| Gladstone Institutional Advisory LLC | 202 | 9,708 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 194 | 9,309 | 0.0% |
| Sound Income Strategies, LLC | 52 | 2,531 | 0.0% |
| Smartleaf Asset Management LLC | 31 | 1,523 | 0.0% |
| Global Retirement Partners, LLC | 28 | 1,349 | 0.0% |
| PRIVATE TRUST CO NA | 20 | 1,000 | 0.0% |
| UBS Group AG | 19 | 919 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 1 | 0.0% |
| MORGAN STANLEY | 0 | 2 | 0.0% |
| Capital Investment Advisory Services, LLC | 0 | 8 | 0.0% |
| Pinnacle Bancorp, Inc. | 0 | 13 | 0.0% |