Latest Institutional Purchases of Principal ETF U S Mega Cap (USMC)
This list provides information on the latest institutional transactions involving Principal ETF U S Mega Cap (USMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.21M+ 23.97% |
$367M - $451M
|
37.3M
$2.51B
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 58.7% |
$23.7M - $29.1M
|
1.26M
$84.6M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
97K+ 500.0% |
$4.94M - $6.07M
|
116K
$7.84M
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
67.6KNew |
$3.44M - $4.23M
|
67.6K
$4.55M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60.3K+ 28.98% |
$3.07M - $3.78M
|
269K
$18.1M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 9.99% |
$2.95M - $3.62M
|
637K
$42.9M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56.2KNew |
$2.86M - $3.52M
|
56.2K
$3.78M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.1K+ 16.27% |
$2.25M - $2.76M
|
315K
$21.2M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.6KNew |
$2.22M - $2.72M
|
43.6K
$2.93M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.2K+ 295.91% |
$2.1M - $2.58M
|
55.1K
$3.71M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.9K+ 222.09% |
$1.98M - $2.44M
|
56.5K
$3.8M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
36.2K+ 554.24% |
$1.85M - $2.27M
|
42.8K
$2.88M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
31.8K+ 136.68% |
$1.62M - $1.99M
|
55.1K
$3.71M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24KNew |
$1.22M - $1.5M
|
24K
$1.62M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 3.98% |
$1.17M - $1.44M
|
602K
$40.5M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 60.47% |
$1.13M - $1.39M
|
58.8K
$3.96M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
19.2KNew |
$978K - $1.2M
|
19.2K
$1.29M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 64.97% |
$932K - $1.14M
|
46.5K
$3.13M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15K+ 99.09% |
$765K - $940K
|
30.2K
$2.03M
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
14.8K+ 7.53% |
$755K - $928K
|
212K
$14.3M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 880.87% |
$525K - $645K
|
11.5K
$773K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.83KNew |
$246K - $302K
|
4.83K
$325K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 11.91% |
$220K - $270K
|
40.6K
$2.73M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.05K+ 38.29% |
$206K - $253K
|
14.6K
$984K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.97K+ 2.07% |
$202K - $248K
|
196K
$13.2M
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.91KNew |
$199K - $245K
|
3.91K
$263K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.66K+ 2.04% |
$136K - $167K
|
133K
$8.97M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 1763.64% |
$128K - $158K
|
2.67K
$179K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.28K+ 9.61% |
$116K - $143K
|
26K
$1.75M
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.95K+ 0.63% |
$99.1K - $122K
|
309K
$20.8M
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.71K+ 21.29% |
$87.2K - $107K
|
9.75K
$656K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 10.99% |
$81.6K - $100K
|
16.2K
$1.09M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.6K+ 6.68% |
$81.4K - $100K
|
25.5K
$1.72M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.54K+ 12.83% |
$78.2K - $96K
|
13.5K
$909K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 1.95% |
$72.7K - $89.3K
|
74.7K
$5.03M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 3.97% |
$66.3K - $81.4K
|
34.1K
$2.29M
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
926+ 0.36% |
$47.2K - $57.9K
|
257K
$17.3M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
911+ 20.21% |
$46.4K - $57K
|
5.42K
$365K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349New |
$17.8K - $21.8K
|
349
$23.5K
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
319+ 0.99% |
$16.2K - $20K
|
32.6K
$2.19M
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
256+ 40.83% |
$13K - $16K
|
883
$59.5K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157New |
$8K - $9.82K
|
157
$10.6K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138+ 0.58% |
$7.03K - $8.63K
|
23.8K
$1.6M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
132New |
$6.72K - $8.26K
|
132
$8.89K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68+ 0.64% |
$3.46K - $4.25K
|
10.8K
$725K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
54New |
$2.75K - $3.38K
|
54
$3.64K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27New |
$1.38K - $1.69K
|
27
$1.82K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $188
|
18.5K
$1.24M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.64% |
$50.9 - $62.6
|
158
$10.6K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|