Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.21M+ 23.97% |
$367M - $451M
|
37.3M
$2.51B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 58.7% |
$23.7M - $29.1M
|
1.26M
$84.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
97K+ 500.0% |
$4.94M - $6.07M
|
116K
$7.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
67.6KNew |
$3.44M - $4.23M
|
67.6K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60.3K+ 28.98% |
$3.07M - $3.78M
|
269K
$18.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 9.99% |
$2.95M - $3.62M
|
637K
$42.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56.2KNew |
$2.86M - $3.52M
|
56.2K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.1K+ 16.27% |
$2.25M - $2.76M
|
315K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.6KNew |
$2.22M - $2.72M
|
43.6K
$2.93M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.2K+ 295.91% |
$2.1M - $2.58M
|
55.1K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.9K+ 222.09% |
$1.98M - $2.44M
|
56.5K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
36.2K+ 554.24% |
$1.85M - $2.27M
|
42.8K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
31.8K+ 136.68% |
$1.62M - $1.99M
|
55.1K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24KNew |
$1.22M - $1.5M
|
24K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 3.98% |
$1.17M - $1.44M
|
602K
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 60.47% |
$1.13M - $1.39M
|
58.8K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
19.2KNew |
$978K - $1.2M
|
19.2K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 64.97% |
$932K - $1.14M
|
46.5K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15K+ 99.09% |
$765K - $940K
|
30.2K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
14.8K+ 7.53% |
$755K - $928K
|
212K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 880.87% |
$525K - $645K
|
11.5K
$773K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.83KNew |
$246K - $302K
|
4.83K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 11.91% |
$220K - $270K
|
40.6K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.05K+ 38.29% |
$206K - $253K
|
14.6K
$984K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.97K+ 2.07% |
$202K - $248K
|
196K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.91KNew |
$199K - $245K
|
3.91K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.66K+ 2.04% |
$136K - $167K
|
133K
$8.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 1763.64% |
$128K - $158K
|
2.67K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.28K+ 9.61% |
$116K - $143K
|
26K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.95K+ 0.63% |
$99.1K - $122K
|
309K
$20.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.71K+ 21.29% |
$87.2K - $107K
|
9.75K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 10.99% |
$81.6K - $100K
|
16.2K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.6K+ 6.68% |
$81.4K - $100K
|
25.5K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.54K+ 12.83% |
$78.2K - $96K
|
13.5K
$909K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 1.95% |
$72.7K - $89.3K
|
74.7K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 3.97% |
$66.3K - $81.4K
|
34.1K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
926+ 0.36% |
$47.2K - $57.9K
|
257K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
911+ 20.21% |
$46.4K - $57K
|
5.42K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349New |
$17.8K - $21.8K
|
349
$23.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
319+ 0.99% |
$16.2K - $20K
|
32.6K
$2.19M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
256+ 40.83% |
$13K - $16K
|
883
$59.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157New |
$8K - $9.82K
|
157
$10.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138+ 0.58% |
$7.03K - $8.63K
|
23.8K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
132New |
$6.72K - $8.26K
|
132
$8.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68+ 0.64% |
$3.46K - $4.25K
|
10.8K
$725K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
54New |
$2.75K - $3.38K
|
54
$3.64K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27New |
$1.38K - $1.69K
|
27
$1.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $188
|
18.5K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.64% |
$50.9 - $62.6
|
158
$10.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|