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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
905KNew |
$56.2M - $62.2M
|
905K
$61.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
373K+ 9.31% |
$23.2M - $25.6M
|
4.38M
$297M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
362K+ 9.49% |
$22.5M - $24.9M
|
4.18M
$284M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
174K+ 511.15% |
$10.8M - $11.9M
|
208K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
157K+ 0.42% |
$9.74M - $10.8M
|
37.4M
$2.54B
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144K+ 45.59% |
$8.93M - $9.88M
|
459K
$31.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
128KNew |
$7.95M - $8.8M
|
128K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.4K+ 176.81% |
$6.17M - $6.83M
|
156K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 4.83% |
$3.77M - $4.17M
|
1.32M
$89.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.2KNew |
$3.55M - $3.93M
|
57.2K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
55.6KNew |
$3.45M - $3.82M
|
55.6K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.8K+ 1511.73% |
$3.34M - $3.7M
|
57.4K
$3.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 48.17% |
$2.23M - $2.47M
|
111K
$7.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.7KNew |
$1.97M - $2.17M
|
31.7K
$2.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.5K+ 94.14% |
$1.52M - $1.68M
|
50.4K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.4K+ 102.43% |
$1.51M - $1.68M
|
48.2K
$3.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
23.9K+ 8.9% |
$1.48M - $1.64M
|
292K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.7KNew |
$1.16M - $1.28M
|
18.7K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.6K+ 54.59% |
$1.16M - $1.28M
|
52.8K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.4% |
$950K - $1.05M
|
652K
$44.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 96.98% |
$880K - $974K
|
28.8K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 20.91% |
$715K - $792K
|
66.6K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6K+ 108.84% |
$659K - $729K
|
20.4K
$1.38M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.91KNew |
$429K - $474K
|
6.91K
$469K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.8K+ 17.01% |
$360K - $398K
|
39.9K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82KNew |
$299K - $331K
|
4.82K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.43K+ 8.03% |
$275K - $304K
|
59.5K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25KNew |
$264K - $292K
|
4.25K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.24KNew |
$263K - $291K
|
4.24K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.13KNew |
$194K - $215K
|
3.13K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.81K+ 1.44% |
$175K - $193K
|
198K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.77K+ 11.63% |
$172K - $190K
|
26.6K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.76K+ 1.3% |
$171K - $190K
|
215K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.42K+ 14.95% |
$150K - $166K
|
18.6K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.2K+ 189.47% |
$136K - $151K
|
3.36K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.68K+ 6.98% |
$104K - $115K
|
25.7K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.56K+ 3.64% |
$96.7K - $107K
|
44.3K
$3.01M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.81% |
$73.8K - $81.6K
|
43.4K
$2.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.1KNew |
$68.3K - $75.6K
|
1.1K
$74.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
718+ 3.19% |
$44.6K - $49.3K
|
23.2K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
714+ 3.86% |
$44.3K - $49K
|
19.2K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
437+ 1.34% |
$27.1K - $30K
|
33K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98New |
$6.08K - $6.73K
|
98
$6.65K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69+ 0.64% |
$4.28K - $4.74K
|
10.8K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
21+ 0.07% |
$1.3K - $1.44K
|
30.2K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 3.52% |
$435 - $481
|
206
$14K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3New |
$186 - $206
|
3
$204
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
97K+ 500.0% |
$4.94M - $6.07M
|
116K
$7.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
67.6KNew |
$3.44M - $4.23M
|
67.6K
$4.59M
|
|