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 68 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 $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,235
shares
|
$409,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,252
shares
|
$353,738
0.04% of portfolio
|
Q4 2024
Added 81.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$305,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,272
shares
|
$298,289
0.0% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,683
shares
|
$264,964
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,572
shares
|
$258,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,835
shares
|
$216,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,671
shares
|
$207,705
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$109,142
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,582
shares
|
$89,509
0.01% of portfolio
|
Q4 2023
Reduced 11.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
300
shares
|
$16,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
206
shares
|
$11,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
199
shares
|
$11,259
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
191
shares
|
$10,806
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
180
shares
|
$10,184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
157
shares
|
$8,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
74
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67
shares
|
$3,790
0.0% of portfolio
|
Q4 2024
New holding
|