13FBOX
PRINCIPAL INVESTMENT GRADE CORPORATE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
P

PRINCIPAL INVESTMENT GRADE CORPORATE ETF

IG
持有机构数
21
机构合计市值 (Q2 2026)
$3.18亿
机构合计股数 (Q2 2026)
1,536.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+341.3万股
14 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.9万股
6 · 5 清仓 · ≈
⚖️ 净额
+325.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.18亿
持有机构数
21
新买入
3
加仓
11
减仓
1
清仓
5
持股不变
6
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安证券PRINCIPAL SECURITIES, INC.
1.6%1.47%#2$1.33亿643.8万股$1.00亿485.3万股+158.5万股+32.66%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#6$1.31亿632.2万股$9,801.2万474.9万股+157.3万股+33.13%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#8$2,126.8万102.9万股$1,967.0万95.3万股+7.6万股+7.99%加仓
Spartan Wealth Advisory Services LLC
0.89%0.92%#3$1,084.6万52.5万股$1,051.1万50.9万股+1.6万股+3.06%加仓
Insight Wealth Partners, LLC
0.71%0.66%#4$530.8万25.7万股$467.7万22.7万股+3.0万股+13.34%加仓
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
2.37%2.57%#1$503.5万24.4万股$494.2万23.9万股+4,206股+1.76%加仓
Western 财富管理Western Wealth Management, LLC
0.15%0.11%#5$451.7万21.9万股$276.8万13.4万股+8.4万股+62.98%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#15$243.8万11.8万股$157.0万7.6万股+4.2万股+55.12%加仓
MarinerMariner, LLC
<0.01%<0.01%#10$198.8万9.6万股$198.6万9.6万股00.00%持仓不变
信安金融集团PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#14$97.2万4.7万股$96.9万4.7万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#20$64.5万3.1万股$199.6万9.7万股-6.6万股-67.72%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#18$32.3万1.6万股$32.0万1.6万股+129股+0.83%加仓
阿尔法核心资本AlphaCore Capital LLC
<0.01%0.01%#9$24.3万1.2万股$24.3万1.2万股00.00%持仓不变
Gladstone Institutional Advisory LLC
0.01%0.01%#7$20.1万9,730股$20.1万9,716股+14股+0.14%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#13$3.2万1,523股$3.1万1,523股00.00%持仓不变
PRIVATE TRUST CO NA
<0.01%<0.01%#11$2.1万1,000股$2.1万1,000股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%#21$1.7万806股$00股+806股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#16$1.2万571股$00股+571股新买入
Pinnacle Bancorp, Inc.
<0.01%<0.01%#12$5,311257股$26813股+244股+1,876.92%加仓
Continuum Advisory, LLC
<0.01%#17$1,61278股$00股+78股新买入
Ascentis Independent Advisors
<0.01%<0.01%#19$51525股$51525股00.00%持仓不变

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