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 73 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
9,682
shares
|
$607,255
0.5% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,538
shares
|
$598,223
0.02% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
9,457
shares
|
$593,143
0.04% of portfolio
|
Q1 2025
Added 106.85%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
9,241
shares
|
$579,595
0.16% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,351
shares
|
$335,614
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
5,122
shares
|
$321,251
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,507
shares
|
$282,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,827
shares
|
$240,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,577
shares
|
$224,349
0.03% of portfolio
|
Q2 2025
Reduced 85.2%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,929
shares
|
$120,986
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,171
shares
|
$73,445
0.0% of portfolio
|
Q1 2025
Added 290.33%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,114
shares
|
$69,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
745
shares
|
$46,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
627
shares
|
$39,325
0.01% of portfolio
|
Q1 2025
Added 747.3%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
349
shares
|
$21,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
199
shares
|
$12,481
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
191
shares
|
$11,979
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
158
shares
|
$9,909
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
157
shares
|
$9,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
143
shares
|
$8,968
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67
shares
|
$4,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
9
shares
|
$564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|