Principal INV GR CRP ACT ETF (IG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Insight Wealth Partners, LLC

DECREASED

Shares250,580 from 256,849

Change-6,269 (-2%)

Value$4.9M (-$406.4K)

Filed 2026-10-26

Legacy Financial Independent Advisors LLC

INCREASED

Shares250,250 from 243,672

Change+6,578 (+3%)

Value$4.9M (-$140.6K)

Filed 2026-11-02

Principal Financial Group Inc

UNCHANGED

Shares47,103 from 47,103

Change0 (0%)

Value$920.9K (-$51.0K)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares11,762 from 11,762

Change0 (0%)

Value$230.1K (-$13.0K)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$19.6K (-$1.1K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

NEW

Shares791

Change+791

Value$15.5K

Filed 2026-10-30

Pinnacle Bancorp, Inc.

UNCHANGED

Shares257 from 257

Change0 (0%)

Value$5.0K (-$284)

Filed 2026-10-21

Principal Securities, Inc.

N/A

Shares— from 6,438,151

Change-6,438,151 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,322,167

Change-6,322,167 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,029,202

Change-1,029,202 (-100%)

Value—

Spartan Wealth Advisory Services LLC

N/A

Shares— from 524,830

Change-524,830 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 218,599

Change-218,599 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 117,967

Change-117,967 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 96,224

Change-96,224 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 31,215

Change-31,215 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,629

Change-15,629 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 9,730

Change-9,730 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,523

Change-1,523 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 806

Change-806 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 571

Change-571 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Insight Wealth Partners, LLC	DECREASED	250,580	256,849	-6,269	-2%	$5.3M	$4.9M	-$406.4K	2026-10-26
Legacy Financial Independent Advisors LLC	INCREASED	250,250	243,672	+6,578	+3%	$5.0M	$4.9M	-$140.6K	2026-11-02
Principal Financial Group Inc	UNCHANGED	47,103	47,103	0	0%	$971.9K	$920.9K	-$51.0K	2026-11-02
AlphaCore Capital LLC	UNCHANGED	11,762	11,762	0	0%	$243.1K	$230.1K	-$13.0K	2026-11-04
Private Trust Co NA	UNCHANGED	1,000	1,000	0	0%	$20.7K	$19.6K	-$1.1K	2026-10-20
Capital Investment Advisory Services, LLC	NEW	791	—	+791	—	—	$15.5K	—	2026-10-30
Pinnacle Bancorp, Inc.	UNCHANGED	257	257	0	0%	$5.3K	$5.0K	-$284	2026-10-21
Principal Securities, Inc.	N/A	—	6,438,151	-6,438,151	-100%	$133.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	6,322,167	-6,322,167	-100%	$130.6M	—	—	—
Raymond James Financial Inc	N/A	—	1,029,202	-1,029,202	-100%	$21.3M	—	—	—
Spartan Wealth Advisory Services LLC	N/A	—	524,830	-524,830	-100%	$10.8M	—	—	—
Western Wealth Management, LLC	N/A	—	218,599	-218,599	-100%	$4.5M	—	—	—
Royal Bank of Canada	N/A	—	117,967	-117,967	-100%	$2.4M	—	—	—
Mariner, LLC	N/A	—	96,224	-96,224	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	31,215	-31,215	-100%	$645.1K	—	—	—
LPL Financial LLC	N/A	—	15,629	-15,629	-100%	$323.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	9,730	-9,730	-100%	$201.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,523	-1,523	-100%	$31.6K	—	—	—
Morgan Stanley	N/A	—	806	-806	-100%	$16.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	571	-571	-100%	$11.8K	—	—	—
Continuum Advisory, LLC	N/A	—	78	-78	-100%	$1.6K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$8	—	—	—

Showing 22 of 22 institutions