Institutional shares held 45.5 Million
0 calls
0 puts
Total value of holdings $2.73B
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in USMC

Top Purchases

Q1 2025
Wells Fargo & Company Shares Held: 579K ($34.8M)
Q1 2025
Lpl Financial LLC Shares Held: 792K ($47.5M)
Q1 2025
Raymond James Financial Inc Shares Held: 792K ($47.5M)
Q1 2025
Morgan Stanley Shares Held: 579K ($34.7M)
Q1 2025
New Edge Advisors, LLC Shares Held: 271K ($16.3M)

Top Sells

Q1 2025
Principal Financial Group Inc Shares Held: 30.1M ($1.81B)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 192K ($11.5M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 4.07M ($244M)
Q1 2025
O'Brien Wealth Partners LLC Shares Held: 925K ($55.5M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 52K ($3.12M)

About USMC

Track Institutional and Insider Activities on USMC

Follow PRINCIPAL ETF U S MEGA-CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells USMC shares.

Notify only if

Insider Trading

Get notified when an Principal ETF U S Mega Cap insider buys or sells USMC shares.

Notify only if

News

Receive news related to PRINCIPAL ETF U S MEGA-CAP

Track Activities on USMC