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 $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
31,076,346
shares
|
$1.9 Billion
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,366,917
shares
|
$267 Million
5.9% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,225,392
shares
|
$259 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
963,761
shares
|
$59 Million
10.97% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
680,028
shares
|
$41.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
570,746
shares
|
$35 Million
0.01% of portfolio
|
Q4 2024
Added 29.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
469,036
shares
|
$28.7 Million
0.0% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,801
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
301,450
shares
|
$18.5 Million
7.33% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
288,337
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
253,506
shares
|
$15.5 Million
1.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
252,612
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
184,789
shares
|
$11.3 Million
1.66% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
179,874
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
150,123
shares
|
$9.2 Million
7.24% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
145,398
shares
|
$8.91 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
128,565
shares
|
$7.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
99,557
shares
|
$6.1 Million
0.94% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
76,840
shares
|
$4.71 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
76,840
shares
|
$4.71 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
74,237
shares
|
$4.55 Million
0.03% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,609
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
50,830
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
41,501
shares
|
$2.54 Million
1.26% of portfolio
|
Q4 2024
Added 87.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,543
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 29.29%
|