Institutional Ownership
Principal Exchange Traded Fd
CUSIP 74255Y821PRNC INVT GRADIGQ1 2026
Institutional Holders
24
13F filers
Shares Held
12.11M
Aggregate institutional
Institutional Value
$250.02M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased8
Decreased2
Sold out3
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Securities, Inc. | 4.85M | $100.16M | +695.1K | Added |
| 2 | Envestnet Asset Management Inc | 4.75M | $98.01M | +692.5K | Added |
| 3 | Raymond James Financial Inc | 953.0K | $19.67M | +9.0K | Added |
| 4 | Spartan Wealth Advisory Services LLC | 509.3K | $10.51M | +509.3K | First Filing |
| 5 | Legacy Financial Independent Advisors LLC | 239.5K | $4.94M | +239.5K | First Filing |
| 6 | Insight Wealth Partners, LLC | 226.6K | $4.68M | +6.0K | Added |
| 7 | Western Wealth Management, LLC | 134.1K | $2.77M | +134.1K | New |
| 8 | Goldman Sachs Group Inc | 96.7K | $2.00M | +6.6K | Added |
| 9 | Mariner, LLC | 96.2K | $1.99M | −11.6K | Reduced |
| 10 | Royal Bank Of Canada | 76.0K | $1.57M | +5.9K | Added |
14 more institutional holders on Premium
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