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 |
|---|---|---|---|---|---|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,217
shares
|
$844,301
0.65% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,100
shares
|
$836,828
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,486
shares
|
$733,725
0.01% of portfolio
|
Q2 2025
Added 880.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,282
shares
|
$720,694
0.03% of portfolio
|
Q2 2025
Reduced 46.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,772
shares
|
$688,115
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
9,749
shares
|
$622,766
0.08% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
9,682
shares
|
$618,486
0.5% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,538
shares
|
$609,287
0.02% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
9,241
shares
|
$590,315
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,604
shares
|
$549,623
0.03% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,418
shares
|
$346,101
0.0% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,351
shares
|
$341,821
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,030
shares
|
$321,316
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,830
shares
|
$308,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,912
shares
|
$249,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,577
shares
|
$228,498
0.03% of portfolio
|
Q2 2025
Reduced 85.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,562
shares
|
$227,540
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,665
shares
|
$170,240
0.0% of portfolio
|
Q2 2025
Added 1763.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,244
shares
|
$79,466
0.0% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
984
shares
|
$62,857
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
883
shares
|
$56,406
0.02% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
360
shares
|
$22,996
0.0% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
349
shares
|
$22,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
199
shares
|
$12,712
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
191
shares
|
$12,201
0.0% of portfolio
|
Q3 2023
New holding
|