IG PRINCIPAL EXCHANGE TRADED FD
FollowCMN (fund)
18 managers (19 13F filers) reported a position in IG shares at 2025-03-31, 5,439,338 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 18
- 13F filers
- 19
- New
- 3
- Added
- 5
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 5,439,338
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding | 2,185,023 | $44.5M | 0 | Timeline
| |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 2,092,248 | $43.2M | 0.01% | +36,892 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 775,636 | $16M | 0.01% | +102,055 | 13F-HRTimelineGroup |
| Insight Wealth Partners, LLC | 173,087 | $3.58M | 2.15% | +14,786 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 57,374 | $1.19M | <0.01% | +2,089 | 13F-HR/ATimelineGroup |
| LPL Financial LLC | 41,146 | $850K | <0.01% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 40,062 | $828K | <0.01% | new | 13F-HR/ATimelineGroup |
| Mariner, LLCin group Mariner, LLC | 31,541 | $652K | <0.01% | +3 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 25,607 | $529K | <0.01% | -618 | 13F-HRTimelineGroup |
| Callan Capital, LLC | 11,762 | $243K | 0.02% | 0 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 2,260 | $46.7K | <0.01% | -89 | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 1,519 | $31.4K | <0.01% | -183 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 919 | $19K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 530 | $11K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 388 | $8.03K | <0.01% | -1,117 | 13F-HRTimelineGroup |
| Continuum Advisory, LLC | 235 | $4.86K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $12 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |