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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,612
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2023
Added 16.62%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
16,078
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,681
shares
|
$996,839
0.0% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
13,100
shares
|
$889,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,789
shares
|
$868,373
0.02% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,288
shares
|
$766,455
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,841
shares
|
$736,103
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
9,659
shares
|
$655,846
0.5% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
9,241
shares
|
$627,463
0.15% of portfolio
|
Q4 2023
Reduced 22.82%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
8,747
shares
|
$593,921
0.42% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,002
shares
|
$543,335
0.02% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
7,732
shares
|
$525,002
0.02% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,488
shares
|
$508,435
0.02% of portfolio
|
Q3 2025
Reduced 86.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,084
shares
|
$481,003
0.03% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,905
shares
|
$468,849
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,351
shares
|
$363,332
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,992
shares
|
$338,956
0.0% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,855
shares
|
$329,654
0.0% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,819
shares
|
$327,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,614
shares
|
$313,290
0.0% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,249
shares
|
$288,507
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,242
shares
|
$288,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,745
shares
|
$254,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,126
shares
|
$212,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,665
shares
|
$180,953
0.0% of portfolio
|
Q2 2025
Added 1763.64%
|
|