Principal ETF U S Mega Cap USMC
Institutional shares held
13 Million
0
calls
0
puts
Total value of holdings
$787M
$0
calls
$0
puts
# of Institutions
51
We take great care to ensure that the data presented and summarized in this overview for PRINCIPAL ETF U S MEGA-CAP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding USMC
View all-
Principal Securities, Inc. Des Moines, IA4.41MShares$267 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$260 Million0.08% of portfolio
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O'Brien Wealth Partners LLC831KShares$50.3 Million9.79% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$26.8 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.7 Million0.03% of portfolio
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Morgan Stanley New York, NY418KShares$25.4 Million0.0% of portfolio
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Legacy Cg, LLC Plano, TX272KShares$16.5 Million6.64% of portfolio
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Segment Wealth Management, LLC254KShares$15.4 Million1.07% of portfolio
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Raymond James & Associates St Petersburg, FL253KShares$15.3 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA232KShares$14.1 Million0.09% of portfolio