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 81 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
37,292,203
shares
|
$2.38 Billion
1.32% of portfolio
|
Q2 2025
Added 23.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,006,418
shares
|
$256 Million
4.71% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,814,251
shares
|
$244 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,256,291
shares
|
$80.3 Million
0.03% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
920,520
shares
|
$58.8 Million
9.49% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
789,865
shares
|
$50.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
636,868
shares
|
$40.7 Million
0.0% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
602,093
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,801
shares
|
$27.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
315,466
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
308,748
shares
|
$19.7 Million
8.19% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
268,592
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
257,232
shares
|
$16.4 Million
1.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
252,612
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
211,761
shares
|
$13.5 Million
7.91% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
208,248
shares
|
$13.3 Million
0.13% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
195,564
shares
|
$12.5 Million
1.49% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
133,231
shares
|
$8.51 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
116,400
shares
|
$7.44 Million
0.01% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
74,709
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
67,603
shares
|
$4.32 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
60,503
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
58,783
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Added 60.47%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
56,475
shares
|
$3.61 Million
0.16% of portfolio
|
Q2 2025
Added 222.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
56,211
shares
|
$3.59 Million
0.04% of portfolio
|
Q2 2025
New holding
|