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 82 institutions that hold shares in the stock, with a total of 53.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,621
shares
|
$997,590
0.0% of portfolio
|
Q2 2025
Added 38.29%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,500
shares
|
$921,105
0.02% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,217
shares
|
$901,795
0.65% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,100
shares
|
$893,813
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,486
shares
|
$783,689
0.01% of portfolio
|
Q2 2025
Added 880.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,282
shares
|
$769,770
0.03% of portfolio
|
Q2 2025
Reduced 46.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,772
shares
|
$734,973
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
9,682
shares
|
$660,602
0.5% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
9,241
shares
|
$630,513
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,604
shares
|
$587,050
0.03% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,002
shares
|
$545,976
0.02% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,418
shares
|
$369,670
0.0% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,351
shares
|
$365,098
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,030
shares
|
$343,196
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,830
shares
|
$329,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,912
shares
|
$266,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,577
shares
|
$244,058
0.03% of portfolio
|
Q2 2025
Reduced 85.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,562
shares
|
$243,035
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,665
shares
|
$181,832
0.0% of portfolio
|
Q2 2025
Added 1763.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,244
shares
|
$84,878
0.0% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,159
shares
|
$79,078
0.64% of portfolio
|
Q3 2025
Added 189.47%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
984
shares
|
$67,138
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
883
shares
|
$60,247
0.02% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
360
shares
|
$24,562
0.0% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
349
shares
|
$23,812
0.0% of portfolio
|
Q2 2025
New holding
|