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IG PRINCIPAL EXCHANGE TRADED FD

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CMN (fund)

20 managers (21 13F filers) reported a position in IG shares at 2025-12-31, 9,746,660 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
21
New
5
Added
9
Reduced
2
Sold out
3
Shares held by filers
9,746,660

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,205,023$87.8M+1,049,107Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,056,326$84.7M0.03%+1,059,32513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC944,062$19.7M0.01%+80,95313F-HRTimelineGroup
Insight Wealth Partners, LLC220,590$4.61M1.92%+25,70713F-HRTimeline
Mariner, LLCin group Mariner, LLC107,827$2.25M<0.01%+56,37013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC90,137$1.88M<0.01%+77,73613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,167$1.47M<0.01%+52213F-HRTimelineGroup
LPL Financial LLC14,403$301K<0.01%-6,59213F-HRTimeline
AlphaCore Capital LLC11,762$246K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC9,708$203K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,309$194K<0.01%+22413F-HRTimelineGroup
Sound Income Strategies, LLC2,531$53K<0.01%-10613F-HRTimeline
Smartleaf Asset Management LLC1,523$31.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,349$28.2K<0.01%+4913F-HRTimeline
PRIVATE TRUST CO NA1,000$20.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG919$19.2K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.13$272<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…8$167<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$43<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$19<0.01%013F-HRTimelineGroup