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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
55,109
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2025
Added 136.68%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,471
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Added 64.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,557
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
42,761
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 554.24%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
42,257
shares
|
$2.7 Million
0.41% of portfolio
|
Q2 2025
Reduced 57.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
40,597
shares
|
$2.59 Million
0.08% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
34,151
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,063
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
33,979
shares
|
$2.17 Million
0.83% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
32,570
shares
|
$2.08 Million
1.68% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
30,182
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Added 99.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
25,973
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
25,510
shares
|
$1.63 Million
0.83% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
24,002
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,823
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,805
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
22,516
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
19,196
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,481
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
16,176
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,741
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,621
shares
|
$933,989
0.0% of portfolio
|
Q2 2025
Added 38.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,922
shares
|
$889,337
0.0% of portfolio
|
Q2 2025
Reduced 79.45%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,500
shares
|
$862,380
0.02% of portfolio
|
Q2 2025
Added 12.83%
|