Institutional Ownership Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,411,268
shares
|
$267 Million
6.08% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,284,744
shares
|
$260 Million
0.08% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
830,932
shares
|
$50.3 Million
9.79% of portfolio
|
Q3 2024
Added 132.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
441,908
shares
|
$26.8 Million
0.01% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,801
shares
|
$25.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
418,490
shares
|
$25.4 Million
0.0% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
271,867
shares
|
$16.5 Million
6.64% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
253,506
shares
|
$15.4 Million
1.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
252,612
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
232,117
shares
|
$14.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
196,836
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
146,311
shares
|
$8.86 Million
7.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
131,410
shares
|
$7.96 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
123,071
shares
|
$7.46 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
78,721
shares
|
$4.77 Million
0.76% of portfolio
|
Q3 2024
Added 63.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
67,922
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
46,750
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 22.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,448
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,681
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,945
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
24,516
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
22,084
shares
|
$1.34 Million
0.64% of portfolio
|
Q3 2024
Added 261.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
22,060
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,356
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,055
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.83%
|