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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,244
shares
|
$84,467
0.0% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,159
shares
|
$78,696
0.64% of portfolio
|
Q3 2025
Added 189.47%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,100
shares
|
$74,690
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
847
shares
|
$57,511
0.0% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
360
shares
|
$24,444
0.0% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
206
shares
|
$13,987
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
191
shares
|
$12,968
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
98
shares
|
$6,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
54
shares
|
$3,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
27
shares
|
$1,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3
shares
|
$203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|