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 87 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
37,449,019
shares
|
$2.54 Billion
1.39% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,379,501
shares
|
$297 Million
4.92% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,176,141
shares
|
$284 Million
0.09% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,317,005
shares
|
$89.4 Million
0.03% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
906,137
shares
|
$61.5 Million
9.38% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
904,936
shares
|
$61.4 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
761,861
shares
|
$51.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
652,172
shares
|
$44.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
596,502
shares
|
$40.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
459,273
shares
|
$31.2 Million
0.15% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,801
shares
|
$28.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
308,690
shares
|
$21 Million
8.69% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
292,490
shares
|
$19.9 Million
0.18% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
257,115
shares
|
$17.5 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
252,612
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
214,520
shares
|
$14.6 Million
7.87% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
208,248
shares
|
$14.1 Million
0.13% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
207,662
shares
|
$14.1 Million
4.82% of portfolio
|
Q3 2025
Added 511.15%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
198,376
shares
|
$13.5 Million
1.49% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
155,596
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2025
Added 176.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
133,231
shares
|
$9.05 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
128,122
shares
|
$8.7 Million
3.49% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
116,400
shares
|
$7.9 Million
0.01% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
110,699
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2025
Added 48.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
66,644
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2025
Added 20.91%
|
|