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 71 institutions that hold shares in the stock, with a total of 45.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
30,081,870
shares
|
$1.81 Billion
1.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,368,167
shares
|
$262 Million
5.87% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,067,575
shares
|
$244 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
925,108
shares
|
$55.5 Million
10.29% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
792,091
shares
|
$47.5 Million
0.02% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
791,637
shares
|
$47.5 Million
0.02% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
579,073
shares
|
$34.8 Million
0.01% of portfolio
|
Q1 2025
Added 100.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
579,045
shares
|
$34.7 Million
0.0% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,801
shares
|
$25.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
306,802
shares
|
$18.4 Million
7.48% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
271,318
shares
|
$16.3 Million
0.09% of portfolio
|
Q1 2025
Added 50.84%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
256,306
shares
|
$15.4 Million
1.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
252,612
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
208,248
shares
|
$12.5 Million
0.13% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
196,930
shares
|
$11.8 Million
7.3% of portfolio
|
Q1 2025
Added 31.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
191,599
shares
|
$11.5 Million
1.62% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
130,569
shares
|
$7.84 Million
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
99,534
shares
|
$5.97 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
73,282
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
67,738
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 79.45%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
67,650
shares
|
$4.06 Million
2.39% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
60,688
shares
|
$3.64 Million
0.0% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
52,046
shares
|
$3.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,476
shares
|
$2.67 Million
0.24% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
36,631
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 135.12%
|