Purchases and Sales Made in Q1 2025 in Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U S MEGA-CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
291K+ 100.83% |
$16.2M - $18.4M
|
579K
$34.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 38.7% |
$12.3M - $13.9M
|
792K
$47.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
198K+ 107.37% |
$11.1M - $12.5M
|
383K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 16.48% |
$6.24M - $7.07M
|
792K
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 23.45% |
$6.13M - $6.94M
|
579K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.4K+ 50.84% |
$5.1M - $5.77M
|
271K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67.7KNew |
$3.77M - $4.27M
|
67.7K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.9K+ 43.23% |
$3.5M - $3.97M
|
208K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.3K+ 368.78% |
$2.97M - $3.36M
|
67.7K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
46.8K+ 31.18% |
$2.61M - $2.95M
|
197K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2KNew |
$1.57M - $1.78M
|
28.2K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 135.12% |
$1.17M - $1.33M
|
36.6K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.5KNew |
$977K - $1.11M
|
17.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.4K+ 279.0% |
$972K - $1.1M
|
23.7K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 57.4% |
$642K - $727K
|
31.6K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 34.4% |
$634K - $719K
|
44.5K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$589K - $667K
|
10.6K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.86K+ 19.39% |
$549K - $622K
|
60.7K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 13.42% |
$483K - $548K
|
73.3K
$4.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.04KNew |
$448K - $507K
|
8.04K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.03K+ 191.58% |
$392K - $444K
|
10.7K
$641K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.61K+ 46.21% |
$368K - $417K
|
20.9K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.54KNew |
$364K - $413K
|
6.54K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 19.0% |
$323K - $366K
|
36.3K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.35K+ 1.78% |
$298K - $338K
|
307K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.31K+ 28.7% |
$296K - $335K
|
23.8K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.89K+ 106.85% |
$272K - $308K
|
9.46K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.73K+ 65.38% |
$264K - $299K
|
12K
$717K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51KNew |
$251K - $285K
|
4.51K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 23.75% |
$249K - $282K
|
23.3K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.83KNew |
$213K - $242K
|
3.83K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.8K+ 1.1% |
$156K - $177K
|
256K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 1.56% |
$112K - $127K
|
131K
$7.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 0.03% |
$69.7K - $78.9K
|
4.37M
$262M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.11KNew |
$62.1K - $70.3K
|
1.11K
$66.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
882+ 3.87% |
$49.1K - $55.7K
|
23.7K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
871+ 290.33% |
$48.5K - $55K
|
1.17K
$70.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
745New |
$41.5K - $47K
|
745
$44.6K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
668+ 14.26% |
$37.2K - $42.2K
|
5.35K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 747.3% |
$30.8K - $34.9K
|
627
$37.6K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
370+ 3.75% |
$20.6K - $23.4K
|
10.2K
$614K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157New |
$8.75K - $9.91K
|
157
$9.4K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9New |
$501 - $568
|
9
$539
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-23- 0.02% |
$1.28K - $1.45K
|
99.5K
$5.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-37- 20.56% |
$2.06K - $2.34K
|
143
$8.57K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-125- 1.27% |
$6.97K - $7.89K
|
9.71K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 2.85% |
$8.36K - $9.47K
|
5.12K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-283- 1.83% |
$15.8K - $17.9K
|
15.2K
$908K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-345- 1.41% |
$19.2K - $21.8K
|
24.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-396- 1.63% |
$22.1K - $25K
|
23.9K
$1.43M
|