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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
36,277
shares
|
$2.18 Million
0.07% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
33,979
shares
|
$2.04 Million
0.83% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,762
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
32,251
shares
|
$1.94 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
31,574
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 57.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,169
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
24,171
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
23,912
shares
|
$1.43 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,823
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
23,695
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 279.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
23,667
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
23,284
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
20,908
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 46.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
19,400
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,478
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,534
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
15,160
shares
|
$909,751
0.47% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
14,574
shares
|
$874,585
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,217
shares
|
$793,152
0.65% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,100
shares
|
$786,131
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,965
shares
|
$718,019
0.02% of portfolio
|
Q1 2025
Added 65.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,704
shares
|
$642,347
0.0% of portfolio
|
Q1 2025
Added 191.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,573
shares
|
$634,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
10,244
shares
|
$614,742
0.02% of portfolio
|
Q1 2025
Added 3.75%
|