PRINCIPAL INVESTMENT GRADE (IG) Institutional Ownership Changes & 13F Activity
PRINCIPAL INVESTMENT GRADE (IG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Principal Securities, Inc., Envestnet Asset Management Inc, Western Wealth Management, Llc, Raymond James Financial Inc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,573,300 | +33.1% | 6,322,167 | $130.65M | Q2 2026 | Sep 23, 2026 |
| Western Wealth Management, Llc | Buy | +84,473 | +63.0% | 218,599 | $4.52M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +76,175 | +8.0% | 1,029,202 | $21.27M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -65,500 | -67.7% | 31,215 | $645.06K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +41,919 | +55.1% | 117,967 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +804 | +40200.0% | 806 | $16.67K | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Independent Advisors Llc | Buy | +4,206 | +1.8% | 243,672 | $5.04M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +129 | +0.8% | 15,629 | $322.98K | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, Llc | Buy | +30,221 | +13.3% | 256,849 | $5.31M | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +78 | — | 78 | $1.61K | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services Llc | Buy | +15,575 | +3.1% | 524,830 | $10.85M | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Buy | +1,585,178 | +32.7% | 6,438,151 | $133.04M | Q2 2026 | Aug 04, 2026 |
| Pinnacle Bancorp, Inc. | Buy | +244 | +1876.9% | 257 | $5.31K | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +14 | +0.1% | 9,730 | $201.06K | Q2 2026 | Jul 27, 2026 |
| Citadel Advisors Llc | Sell | -54,980 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jane Street Group, Llc | Sell | -36,230 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Capital Investment Advisory Services, Llc | Sell | -8 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ascentis Independent Advisors | Sell | -25 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Sound Income Strategies, Llc | Sell | -2,441 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Ifp Advisors, Inc | Sell | -243 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 13, 2026 |
Frequently asked questions about IG activity
Which institutional owners are buying IG?
Institutional owners buying IG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IG activity?
"Buy" means an investor increased their reported position in IG compared to the prior reporting period. This reflects growing exposure to PRINCIPAL INVESTMENT GRADE (IG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IG increasing?
Institutional interest in IG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.