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 |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
9,713
shares
|
$582,877
0.5% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
9,457
shares
|
$567,514
0.04% of portfolio
|
Q1 2025
Added 106.85%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
9,241
shares
|
$554,552
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
8,038
shares
|
$482,360
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,536
shares
|
$392,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,351
shares
|
$321,113
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
5,122
shares
|
$307,371
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,507
shares
|
$270,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,827
shares
|
$229,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,929
shares
|
$115,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,171
shares
|
$70,271
0.0% of portfolio
|
Q1 2025
Added 290.33%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,114
shares
|
$66,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
745
shares
|
$44,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
627
shares
|
$37,626
0.01% of portfolio
|
Q1 2025
Added 747.3%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
199
shares
|
$11,941
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
191
shares
|
$11,461
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
157
shares
|
$9,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
143
shares
|
$8,581
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67
shares
|
$4,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
9
shares
|
$540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|