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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
62,509
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
59,536
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
57,687
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
57,410
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Added 1511.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
57,159
shares
|
$3.88 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
55,624
shares
|
$3.78 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
52,795
shares
|
$3.58 Million
0.22% of portfolio
|
Q3 2025
Added 54.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
50,425
shares
|
$3.42 Million
0.3% of portfolio
|
Q3 2025
Added 94.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
48,225
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Added 102.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,471
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 64.97%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
44,318
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
43,445
shares
|
$2.95 Million
0.4% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
39,858
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
39,528
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
33,007
shares
|
$2.24 Million
1.7% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
31,661
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
30,203
shares
|
$2.05 Million
0.38% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,800
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 96.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
26,573
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,677
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
23,234
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
20,360
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 108.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
19,195
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
18,705
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18,594
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 14.95%
|
|