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 66 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
33,093
shares
|
$1.87 Million
0.2% of portfolio
|
Q4 2024
Added 196.72%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
32,656
shares
|
$1.85 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,484
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
24,516
shares
|
$1.39 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
24,308
shares
|
$1.38 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
22,785
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,700
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,356
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,060
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 383.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,815
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,510
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 2828.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$996,486
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,591
shares
|
$882,138
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,580
shares
|
$881,516
0.0% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
15,443
shares
|
$873,764
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,450
shares
|
$817,581
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
14,300
shares
|
$809,094
0.03% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,100
shares
|
$741,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
10,244
shares
|
$579,605
0.23% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,874
shares
|
$558,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
9,838
shares
|
$556,634
0.53% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,520
shares
|
$538,641
0.0% of portfolio
|
Q4 2024
Added 84.35%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,241
shares
|
$522,855
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
8,211
shares
|
$464,578
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,235
shares
|
$409,356
0.01% of portfolio
|
Q4 2024
New holding
|