PRINCIPAL INVESTMENT GRADE (IG) Top Institutional Shareholders
PRINCIPAL INVESTMENT GRADE (IG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $250.02M in IG holdings during the latest filing period.
Principal Securities, Inc. is currently the largest disclosed institutional shareholder of IG tracked by InsiderSet, reporting ownership valued at approximately $100.16M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $99.97M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed IG value among the investors covered in this analysis. Major shareholders include Principal Securities, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PRINCIPAL INVESTMENT GRADE (IG).
This page ranks the largest institutional IG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$250.02M
Largest Holder
Principal Securities, Inc.
Largest Position
$100.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Securities, Inc. | 1.47% | 4,852,973 | $100,160,448 | $99,965,420 | -$195,028 | -0.19% | |
| Envestnet Asset Management Inc | 0.03% | 4,748,867 | $98,011,857 | $97,820,962 | -$190,895 | -0.19% | |
| Raymond James Financial Inc | 0.01% | 953,027 | $19,669,525 | $19,631,213 | -$38,312 | -0.19% | |
| Spartan Wealth Advisory Services Llc | 0.92% | 509,255 | $10,510,515 | $10,490,042 | -$20,473 | -0.19% | |
| Legacy Financial Independent Advisors Llc | 2.57% | 239,466 | $4,942,339 | $4,932,712 | -$9,627 | -0.19% | |
| Insight Wealth Partners, Llc | 1.89% | 226,628 | $4,677,384 | $4,668,265 | -$9,119 | -0.19% | |
| Western Wealth Management, Llc | 0.10% | 134,126 | $2,768,217 | $2,762,835 | -$5,382 | -0.19% | |
| Goldman Sachs Group Inc | 0.00% | 96,715 | $1,996,101 | $1,992,213 | -$3,888 | -0.19% | |
| Mariner, Llc | 0.00% | 96,224 | $1,985,967 | $1,982,099 | -$3,868 | -0.19% | |
| Royal Bank Of Canada | 0.00% | 76,048 | $1,570,000 | $1,566,498 | -$3,502 | -0.22% | |
| Citadel Advisors Llc | 0.00% | 54,980 | $1,134,732 | $1,132,522 | -$2,210 | -0.19% | |
| Principal Financial Group Inc | 0.00% | 47,103 | $968,947 | $970,265 | +$1,318 | +0.14% | |
| Jane Street Group, Llc | 0.00% | 36,230 | $747,751 | $746,295 | -$1,456 | -0.19% | |
| Lpl Financial Llc | 0.00% | 15,500 | $319,899 | $319,281 | -$618 | -0.19% | |
| Alphacore Capital Llc | 0.01% | 11,762 | $242,756 | $242,283 | -$473 | -0.19% | |
| Gladstone Institutional Advisory Llc | 0.01% | 9,716 | $200,544 | $200,138 | -$406 | -0.20% | |
| Sound Income Strategies, Llc | 0.00% | 2,441 | $50,207 | $50,282 | +$75 | +0.15% | |
| Smartleaf Asset Management Llc | 0.00% | 1,523 | $31,223 | $31,372 | +$149 | +0.48% | |
| Private Trust Co Na | 0.00% | 1,000 | $20,639 | $20,599 | -$40 | -0.19% | |
| Ifp Advisors, Inc | 0.00% | 243 | $5,015 | $5,006 | -$9 | -0.19% | |
| Ascentis Independent Advisors | 0.00% | 25 | $515 | $515 | -$0 | -0.01% | |
| Pinnacle Bancorp, Inc. | 0.00% | 13 | $268 | $268 | -$0 | -0.08% | |
| Capital Investment Advisory Services, Llc | 0.00% | 8 | $165 | $165 | -$0 | -0.13% | |
| Morgan Stanley | 0.00% | 2 | $43 | $41 | -$2 | -4.19% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about IG
Who owns the most IG stock?
The largest holders of IG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRINCIPAL INVESTMENT GRADE (IG).
Is IG widely held by superinvestors?
Many widely followed stocks like IG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.