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 42 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
35,222,823
shares
|
$2 Billion
1.19% of portfolio
|
Q2 2024
Added 0.34%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
4,325,260
shares
|
$245 Million
6.47% of portfolio
|
Q2 2024
Added 14.39%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,211,701
shares
|
$239 Million
0.08% of portfolio
|
Q2 2024
Added 14.37%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
430,776
shares
|
$24.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
388,846
shares
|
$22 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.1%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
374,378
shares
|
$21.2 Million
0.0% of portfolio
|
Q1 2024
Added 32.38%
|
|
O'Brien Wealth Partners LLC
|
Jul 22, 2024 Q2 2024 |
356,759
shares
|
$20.2 Million
4.62% of portfolio
|
Q2 2024
Added 1.49%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
276,080
shares
|
$15.6 Million
0.11% of portfolio
|
Q2 2024
Added 0.8%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
264,437
shares
|
$15 Million
1.08% of portfolio
|
Q2 2024
Added 76.28%
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2024 Q2 2024 |
256,200
shares
|
$14.5 Million
5.99% of portfolio
|
Q2 2024
Reduced 29.31%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
244,868
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2024
Added 3.76%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
219,118
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 1.62%
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
142,784
shares
|
$8.09 Million
6.79% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
69,521
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Added 22.44%
|
|
Jackson Wealth Management, LLC
|
Jul 01, 2024 Q2 2024 |
48,007
shares
|
$2.72 Million
0.76% of portfolio
|
Q2 2024
Reduced 39.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
38,096
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,178
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Added 39.84%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
26,720
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
25,523
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2024
Added 151.06%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
23,314
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 9.57%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,449
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 65.73%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
22,315
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
22,069
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$998,248
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
16,959
shares
|
$961,236
0.03% of portfolio
|
Q2 2024
Reduced 14.3%
|