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Principal Investment Grade Corporate ETF (IG) Institutional Ownership

$19.82 -0.03 (-0.15%)
Closing price 04:10 PM Eastern
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$19.80 -0.02 (-0.08%)
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Institutional Ownership Changes (13F Filings) for Principal Investment Grade Corporate ETF (BATS:IG)

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$74.85M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$352.68K
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IG Institutional Buying and Selling by Quarter

Principal Investment Grade Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026 Western Wealth Management LLC217,309$4.25M0.1%-0.6%2.100%
11/2/2026 Legacy Financial Independent Advisors LLC250,250$4.90M2.4%+2.7%2.503%
10/26/2026 Insight Wealth Partners LLC250,580$4.90M0.6%-2.4%2.506%
9/23/2026Envestnet Asset Management Inc.6,322,167$130.65M0.0%+33.1%63.222%
9/9/2026 Insight Wealth Partners LLC256,849$5.31M0.7%+13.3%2.568%
8/20/2026BTG Pactual Asset Management US LLC42,084$802K0.0%N/A0.421%
5/19/2026 Western Wealth Management LLC134,126$2.77M0.1%N/A1.542%
5/18/2026Royal Bank of Canada76,048$1.57M0.0%+8.4%0.874%
5/7/2026Spartan Wealth Advisory Services LLC509,255$10.51M0.9%N/A5.854%
2/17/2026Royal Bank of Canada70,167$1.47M0.0%+0.7%0.929%
2/16/2026Mariner LLC107,827$2.25M0.0%+109.5%1.428%
2/12/2026Principal Securities Inc.4,157,920$86.86M1.3%+33.7%55.072%
2/11/2026 LPL Financial LLC14,403$301K0.0%-31.4%0.191%
2/10/2026Goldman Sachs Group Inc.90,137$1.88M0.0%+626.9%1.194%
2/5/2026 AlphaCore Capital LLC11,762$246K0.0%N/A0.156%
11/17/2025Mariner LLC51,457$1.09M0.0%+63.1%0.817%
11/17/2025Citadel Advisors LLC27,169$573K0.0%+55.3%0.431%
11/17/2025Bank of America Corp DE9,085$192K0.0%-25.9%0.144%
11/14/2025Raymond James Financial Inc.863,109$18.21M0.0%+10.4%13.700%
11/5/2025Envestnet Asset Management Inc.2,997,001$63.24M0.0%+23.3%47.571%
11/3/2025AE Wealth Management LLC3,870$82K0.0%N/A0.061%
10/21/2025Global Retirement Partners LLC1,300$27K0.0%N/A0.021%
8/15/2025Bank of America Corp DE12,266$255K0.0%-52.1%0.225%
8/14/2025Jane Street Group LLC27,624$575K0.0%N/A0.507%
8/14/2025Raymond James Financial Inc.782,002$16.27M0.0%+0.8%14.349%
8/1/2025Envestnet Asset Management Inc.2,430,956$50.59M0.0%+16.2%45.438%
7/31/2025 Insight Wealth Partners LLC184,094$3.83M1.5%+6.4%3.441%
6/27/2025Goldman Sachs Group Inc.40,062$828K0.0%N/A0.786%
5/16/2025Goldman Sachs Group Inc.40,062$828K0.0%N/A0.843%
5/15/2025Royal Bank of Canada57,374$1.19M0.0%+3.8%1.208%
5/15/2025Insight Wealth Partners LLC173,087$3.58M0.6%+9.3%3.644%
5/13/2025Raymond James Financial Inc.775,636$16.03M0.0%+15.2%16.329%
4/29/2025Envestnet Asset Management Inc.2,092,248$43.25M0.0%+1.8%44.516%
2/18/2025Western Wealth Management LLC140,147$2.85M0.9%-11.7%3.688%
2/17/2025Citadel Advisors LLC42,690$868K0.0%N/A1.123%
2/17/2025Bank of America Corp DE26,225$533K0.0%+83.0%0.690%
2/14/2025Jane Street Group LLC67,783$1.38M0.0%+78.3%1.784%
2/13/2025Mariner LLC31,538$641K0.0%N/A0.830%
2/13/2025Envestnet Asset Management Inc.2,055,356$41.81M0.0%+4.2%54.088%
2/6/2025Raymond James Financial Inc.673,581$13.70M0.0%N/A17.726%
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1/31/2025Principal Financial Group Inc.47,103$958K0.0%N/A1.240%
1/30/2025Principal Securities Inc.2,137,920$43.49M1.0%+5.1%56.261%
12/26/2024JPMorgan Chase & Co.15,472$331K0.0%+1,805.4%0.407%
11/15/2024Jane Street Group LLC38,006$813K0.0%+72.7%1.000%
11/13/2024Insight Wealth Partners LLC151,286$3.24M0.6%+73.9%3.981%
10/28/2024Principal Securities Inc.2,034,094$43.53M1.1%+7.2%53.529%
8/8/2024Envestnet Asset Management Inc.1,854,918$37.95M0.0%+8.7%48.814%
7/24/2024LVZ Inc.16,641$340K0.0%-4.2%0.438%
7/20/2024Raymond James Financial Services Advisors Inc.553,351$11.32M0.0%-1.7%14.562%
7/18/2024Insight Wealth Partners LLC87,011$1.78M0.3%+5.9%2.290%
5/16/2024Jane Street Group LLC199,605$4.12M0.0%+720.9%5.253%
4/25/2024Capital Investment Advisory Services LLC1,455$30K0.0%N/A0.038%
4/23/2024Raymond James Financial Services Advisors Inc.563,093$11.63M0.0%+33.7%14.818%
2/7/2024Principal Securities Inc.1,510,652$31.71M1.2%N/A60.426%
2/2/2024Atria Wealth Solutions Inc.12,075$254K0.0%-24.1%0.483%
1/31/2024Western Wealth Management LLC188,973$3.97M0.3%+27.5%7.559%
1/23/2024LVZ Inc.22,196$466K0.1%-29.0%0.888%
1/16/2024Raymond James Financial Services Advisors Inc.421,064$8.84M0.0%+2.4%16.843%
1/10/2024Sound Income Strategies LLC2,577$54K0.0%-17.4%0.103%
11/13/2023Envestnet Asset Management Inc.1,271,241$25.01M0.0%+12.8%50.850%
11/8/2023Atria Wealth Solutions Inc.15,900$313K0.0%-15.9%0.636%
11/8/2023LVZ Inc.31,247$615K0.1%-47.1%1.250%
11/8/2023Western Wealth Management LLC148,224$2.92M0.2%+13.3%5.929%
10/30/2023Insight Wealth Partners LLC56,216$1.11M0.2%+30.6%2.249%
10/24/2023Raymond James Financial Services Advisors Inc.411,060$8.09M0.0%+66.4%16.442%
10/23/2023Commonwealth Equity Services LLC17,057$336K0.0%+39.8%0.682%
8/30/2023Western Wealth Management LLC130,797$2.69M0.2%+38.7%5.232%
8/4/2023Envestnet Asset Management Inc.1,127,190$23.19M0.0%+26.4%49.008%
7/25/2023Raymond James Financial Services Advisors Inc.247,054$5.08M0.0%N/A10.741%
7/18/2023LVZ Inc.59,016$1.21M0.2%N/A2.566%
6/14/2023Atria Wealth Solutions Inc.18,900$397K0.0%N/A0.969%
5/11/2023Cerity Partners LLC195,911$4.10M0.0%+43.6%10.047%
5/11/2023Envestnet Asset Management Inc.891,605$18.72M0.0%+36.6%45.723%
4/17/2023Claro Advisors LLC34,051$715K0.2%N/A1.746%
3/6/2023OLD Mission Capital LLC1,302$27K0.0%N/A0.096%
2/13/2023Callan Capital LLC11,762$240K0.0%N/A0.871%
2/8/2023Belpointe Asset Management LLC2,845$58K0.0%N/A0.211%
2/7/2023LPL Financial LLC22,738$464K0.0%+31.7%1.684%
2/7/2023Envestnet Asset Management Inc.652,519$13.32M0.0%+53.5%48.335%
2/1/2023Insight Wealth Partners LLC33,366$681K0.5%+79.9%2.472%
1/19/2023Stratos Wealth Advisors LLC24,500$500K0.0%N/A1.815%
12/1/2022Insight Wealth Partners LLC18,546$380K0.4%-62.4%2.061%
11/10/2022Envestnet Asset Management Inc.425,093$8.71M0.0%+33.1%47.233%
8/10/2022Cerity Partners LLC124,671$2.73M0.0%N/A0.731%


IG Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Principal Investment Grade Corporate ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($130.65M), Principal Securities Inc. ($86.86M), Raymond James Financial Inc. ($18.21M), Spartan Wealth Advisory Services LLC ($10.51M), Insight Wealth Partners LLC ($4.90M), Legacy Financial Independent Advisors LLC ($4.90M), and Western Wealth Management LLC ($4.25M).Learn more on Principal Investment Grade Corporate ETF's institutional investors.

70.98% of Principal Investment Grade Corporate ETF's stock is owned by institutional investors. Learn more on IG's institutional investor holdings.

Of the 19 institutional investors that purchased Principal Investment Grade Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.60M), Principal Securities Inc. ($1.15M), Raymond James Financial Inc. ($863.11K), Spartan Wealth Advisory Services LLC ($509.26K), Goldman Sachs Group Inc. ($157.86K), Western Wealth Management LLC ($134.13K), and Insight Wealth Partners LLC ($120.29K).

Institutional investors have bought a total of 3,607,639 shares in the last 24 months. This purchase volume represents approximately $74.85M in transactions.

The following institutional investors have sold Principal Investment Grade Corporate ETF stock in the last 24 months: LPL Financial LLC ($6.59K), Insight Wealth Partners LLC ($6.27K), Bank of America Corp DE ($3.18K), and Western Wealth Management LLC ($1.29K).

Institutional investors have sold a total of 17,332 shares in the last 24 months. This volume of shares sold represents approximately $352.68K in transactions.


Related Companies

Institutional ownership data for BATS:IG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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