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 52 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,762
shares
|
$978,733
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,028
shares
|
$935,874
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
15,917
shares
|
$929,393
0.03% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
15,506
shares
|
$905,395
0.0% of portfolio
|
Q3 2024
Added 425.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,938
shares
|
$872,229
0.0% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,810
shares
|
$806,365
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,100
shares
|
$764,909
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,372
shares
|
$722,401
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,153
shares
|
$651,223
0.08% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
10,429
shares
|
$608,949
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
10,094
shares
|
$589,388
0.3% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
9,241
shares
|
$539,581
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,928
shares
|
$521,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
8,211
shares
|
$479,440
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,745
shares
|
$393,840
0.0% of portfolio
|
Q3 2024
Reduced 69.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,892
shares
|
$344,033
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,164
shares
|
$301,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,150
shares
|
$242,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$215,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,606
shares
|
$210,554
0.0% of portfolio
|
Q3 2024
Added 519.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,451
shares
|
$201,503
0.02% of portfolio
|
Q3 2024
Added 243.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,929
shares
|
$112,634
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,582
shares
|
$92,372
0.01% of portfolio
|
Q4 2023
Reduced 11.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
632
shares
|
$36,902
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|