PRINCIPAL INVESTMENT GRADE (IG) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $317.55M 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 $133.04M in its June 30, 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 $125.61M, representing an estimated loss of -5.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% 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
20
Total Reported Value
$317.55M
Largest Holder
Principal Securities, Inc.
Largest Position
$133.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Securities, Inc. | 1.60% | 6,438,151 | $133,044,344 | $125,608,326 | -$7,436,018 | -5.59% | |
| Envestnet Asset Management Inc | 0.03% | 6,322,167 | $130,647,560 | $123,345,478 | -$7,302,082 | -5.59% | |
| Raymond James Financial Inc | 0.01% | 1,029,202 | $21,268,460 | $20,079,731 | -$1,188,729 | -5.59% | |
| Spartan Wealth Advisory Services Llc | 0.89% | 524,830 | $10,845,613 | $10,239,433 | -$606,180 | -5.59% | |
| Insight Wealth Partners, Llc | 0.71% | 256,849 | $5,307,777 | $5,011,124 | -$296,653 | -5.59% | |
| Legacy Financial Independent Advisors Llc | 2.37% | 243,672 | $5,035,482 | $4,754,041 | -$281,441 | -5.59% | |
| Western Wealth Management, Llc | 0.15% | 218,599 | $4,517,355 | $4,264,866 | -$252,489 | -5.59% | |
| Royal Bank Of Canada | 0.00% | 117,967 | $2,438,000 | $2,301,536 | -$136,464 | -5.60% | |
| Mariner, Llc | 0.00% | 96,224 | $1,988,469 | $1,877,330 | -$111,139 | -5.59% | |
| Principal Financial Group Inc | 0.00% | 47,103 | $971,933 | $918,980 | -$52,953 | -5.45% | |
| Goldman Sachs Group Inc | 0.00% | 31,215 | $645,058 | $609,005 | -$36,053 | -5.59% | |
| Lpl Financial Llc | 0.00% | 15,629 | $322,983 | $304,922 | -$18,061 | -5.59% | |
| Alphacore Capital Llc | 0.00% | 11,762 | $243,062 | $229,477 | -$13,585 | -5.59% | |
| Gladstone Institutional Advisory Llc | 0.01% | 9,730 | $201,065 | $189,832 | -$11,233 | -5.59% | |
| Smartleaf Asset Management Llc | 0.00% | 1,523 | $31,602 | $29,714 | -$1,888 | -5.98% | |
| Private Trust Co Na | 0.00% | 1,000 | $20,665 | $19,510 | -$1,155 | -5.59% | |
| Morgan Stanley | 0.00% | 806 | $16,670 | $15,725 | -$945 | -5.67% | |
| Pinnacle Bancorp, Inc. | 0.00% | 257 | $5,311 | $5,014 | -$297 | -5.59% | |
| Continuum Advisory, Llc | 0.00% | 78 | $1,612 | $1,522 | -$90 | -5.60% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $8 | — | — | — |
Frequently asked questions about IG
Who are the largest institutional holders of IG?
The largest institutional holders of IG reported in the latest SEC Form 13F filings include Principal Securities, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, Spartan Wealth Advisory Services Llc, and Insight Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported IG position.
What is IG institutional ownership?
This page tracks IG positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL INVESTMENT GRADE (IG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IG?
InsiderSet currently tracks 20 institutional managers reporting IG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IG shareholders.
How much IG stock do institutions own?
Institutional investment managers disclosed approximately $317.55M in IG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IG institutional ownership last updated?
The latest IG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IG position after the reporting date.
Are institutions buying or selling IG?
Institutional buying and selling can be analyzed by comparing IG positions across consecutive 13F reporting periods. InsiderSet's IG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IG ownership changes.
How has IG institutional ownership changed over time?
InsiderSet tracks IG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.