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 42 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
35,101,992
shares
|
$1.81 Billion
1.11% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,781,033
shares
|
$195 Million
6.05% of portfolio
|
Q1 2024
Added 125.49%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,682,623
shares
|
$190 Million
0.07% of portfolio
|
Q1 2024
Added 124.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
492,865
shares
|
$25.4 Million
0.01% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
431,853
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2024
Added 25.77%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 22, 2024 Q1 2024 |
362,439
shares
|
$18.7 Million
7.29% of portfolio
|
Q1 2024
Added 10.01%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 18, 2024 Q1 2024 |
351,527
shares
|
$18.1 Million
4.43% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
346,749
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2024
Added 32.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
273,876
shares
|
$14.1 Million
0.13% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
235,996
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2024
Added 5.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
215,627
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
150,007
shares
|
$7.74 Million
0.59% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Jackson Wealth Management, LLC
|
Feb 14, 2024 Q4 2023 |
80,379
shares
|
$4.15 Million
0.77% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
65,502
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
56,778
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
40,588
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2024
Added 189.62%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
29,635
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Added 131.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
26,906
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
Added 17.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
22,315
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
21,725
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
21,278
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Added 27.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
20,150
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 129.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
19,789
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$908,426
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
15,751
shares
|
$812,436
0.0% of portfolio
|
Q1 2024
Added 105.84%
|
|