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 51 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 $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,762
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,028
shares
|
$966,969
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
15,917
shares
|
$960,272
0.03% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
15,506
shares
|
$935,476
0.0% of portfolio
|
Q3 2024
Added 425.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,938
shares
|
$901,209
0.0% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,810
shares
|
$833,157
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,100
shares
|
$790,323
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,372
shares
|
$746,402
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,153
shares
|
$672,860
0.08% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
10,429
shares
|
$629,181
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
10,094
shares
|
$608,971
0.3% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
9,241
shares
|
$557,509
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,928
shares
|
$538,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
8,211
shares
|
$495,369
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,745
shares
|
$406,925
0.0% of portfolio
|
Q3 2024
Reduced 69.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,892
shares
|
$355,464
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,164
shares
|
$311,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,150
shares
|
$250,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$223,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,606
shares
|
$217,549
0.0% of portfolio
|
Q3 2024
Added 519.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,451
shares
|
$208,198
0.02% of portfolio
|
Q3 2024
Added 243.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,929
shares
|
$116,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,582
shares
|
$95,442
0.01% of portfolio
|
Q4 2023
Reduced 11.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
632
shares
|
$38,128
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
191
shares
|
$11,523
0.0% of portfolio
|
Q3 2023
New holding
|