Principal Exchange-Traded Funds - IG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,157,920 | 86,858 | 1.34% | 1.08% | 1 | +1,049,107 | 33.75% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,056,326 | 84,736 | 0.03% | 0.02% | 2 | +1,059,325 | 35.35% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 944,062 | 19,721 | 0.01% | 0.01% | 3 | +80,953 | 9.38% | Q4 2025 | Feb 18, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 220,590 | 4,608 | 0.63% | 1.25% | 4 | +25,707 | 13.19% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 107,827 | 2,252 | 0.0% | 0.0% | 5 | +56,370 | 109.55% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 90,137 | 1,882 | 0.0% | 0.0% | 6 | +77,736 | 626.85% | Q4 2025 | Mar 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,167 | 1,466 | 0.0% | — | 7 | +70,167 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 47,103 | 981 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Reduced | 14,403 | 300 | 0.0% | 0.0% | 9 | -6,592 | -31.4% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 11,762 | 245 | 0.01% | — | 10 | +11,762 | New | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 9,708 | 202 | 0.01% | — | 11 | +9,708 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,309 | 194 | 0.0% | 0.0% | 12 | +224 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,531 | 52 | 0.0% | 0.0% | 13 | -106 | -4.02% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,523 | 31 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,349 | 28 | 0.0% | 0.0% | 15 | +49 | 3.77% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 20 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 919 | 19 | 0.0% | — | 17 | +919 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,870 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pinnacle Bancorp, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |