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Principal U.S. Mega-Cap ETF (USMC) Institutional Ownership

Principal U.S. Mega-Cap ETF logo
$62.38 +0.19 (+0.31%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal U.S. Mega-Cap ETF (NASDAQ:USMC)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$276.93M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$331.80M
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USMC Institutional Buying and Selling by Quarter

Principal U.S. Mega-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Cape Investment Advisory Inc.627$36K0.0%+747.3%0.001%
5/16/2025NewEdge Advisors LLC271,318$15.41M0.1%+50.8%0.599%
5/15/2025EP Wealth Advisors LLC130,569$7.41M0.1%+1.6%0.288%
5/15/2025Ameriflex Group Inc.23,912$1.36M0.6%-1.6%0.053%
5/15/2025Royal Bank of Canada60,688$3.45M0.0%+19.4%0.134%
5/14/2025CreativeOne Wealth LLC36,277$2.06M0.1%+19.0%0.080%
5/14/2025Smartleaf Asset Management LLC44,476$2.52M0.2%+34.4%0.098%
5/14/2025Northwestern Mutual Wealth Management Co.14,574$828K0.0%-6.5%0.032%
5/14/2025Kestra Advisory Services LLC52,046$2.96M0.0%-29.9%0.115%
5/13/2025Raymond James Financial Inc.792,091$44.98M0.0%+16.5%1.748%
5/13/2025Russell Investments Group Ltd.1,114$63K0.0%N/A0.002%
5/9/2025Blair William & Co. IL5,351$304K0.0%+14.3%0.012%
5/8/2025US Bancorp DE6,536$371K0.0%N/A0.014%
5/8/2025Marshall Investment Management LLC67,650$3.84M2.4%N/A0.149%
5/7/2025LPL Financial LLC791,637$44.95M0.0%+38.7%1.747%
5/6/2025Cetera Investment Advisers3,827$217K0.0%N/A0.008%
5/6/2025Avantax Advisory Services Inc.28,169$1.60M0.0%N/A0.062%
5/5/2025Private Advisor Group LLC4,507$256K0.0%N/A0.010%
5/1/2025Stillwater Wealth Management Group13,217$750K0.6%-28.3%0.029%
4/30/2025Principal Securities Inc.4,368,167$262.22M5.9%+0.0%9.668%
4/29/2025U.S. Capital Wealth Advisors LLC10,244$582K0.0%+3.7%0.023%
4/29/2025Envestnet Asset Management Inc.4,067,575$230.96M0.1%-3.7%9.003%
4/29/2025Capital Investment Advisory Services LLC23,695$1.35M0.1%+279.0%0.052%
4/28/2025Principal Financial Group Inc.30,081,870$1.71B1.0%-3.2%66.582%
4/28/2025O Brien Wealth Partners LLC925,108$52.53M9.8%-4.0%2.048%
4/24/2025Golden State Wealth Management LLC191,599$10.88M1.6%+3.7%0.424%
4/24/2025Legacy CG LLC306,802$17.42M5.6%+1.8%0.679%
4/23/2025Golden State Wealth Management LLC383,198$21.76M1.6%+107.4%0.848%
4/22/2025Cambridge Investment Research Advisors Inc.32,762$1.86M0.0%-2.3%0.073%
4/22/2025Segment Wealth Management LLC256,306$14.55M1.0%+1.1%0.568%
4/18/2025Cornerstone Wealth Management LLC9,457$537K0.0%+106.8%0.021%
4/17/2025Janney Montgomery Scott LLC18,478$1.05M0.0%-13.5%0.041%
4/16/2025Wealth Enhancement Advisory Services LLC23,667$1.34M0.0%+3.9%0.053%
4/15/2025Greenwood Capital Associates LLC8,038$456K0.1%N/A0.018%
4/11/2025SeaCrest Wealth Management LLC24,171$1.37M0.2%-1.4%0.055%
4/9/2025PMG Wealth Management Inc.32,251$1.83M1.9%-1.2%0.073%
3/17/2025Wealth Enhancement Advisory Services LLC22,785$1.37M0.0%+3.3%0.053%
2/24/2025Ameriflex Group Inc.24,308$1.50M0.7%N/A0.056%
2/19/2025Richmond Investment Services LLC15,443$927K0.5%N/A0.036%
2/17/2025Two Sigma Investments LP21,700$1.30M0.0%N/A0.050%
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2/17/2025EP Wealth Advisors LLC128,565$7.72M0.1%-2.2%0.297%
2/17/2025Citadel Advisors LLC9,520$571K0.0%+84.4%0.022%
2/17/2025Cary Street Partners Financial LLC13,100$786K0.0%N/A0.030%
2/17/2025Baird Financial Group Inc.5,272$316K0.0%-10.5%0.012%
2/14/2025Jane Street Group LLC5,400$324K0.0%N/A0.012%
2/14/2025Stifel Financial Corp20,060$1.20M0.0%+383.4%0.046%
2/14/2025GeoWealth Management LLC76,840$4.61M0.2%N/A0.177%
2/13/2025NewEdge Advisors LLC179,874$10.80M0.1%-22.5%0.415%
2/13/2025CreativeOne Wealth LLC30,484$1.83M0.1%+6.3%0.070%
2/13/2025Raymond James Financial Inc.680,028$40.82M0.0%N/A1.571%
2/13/2025Envestnet Asset Management Inc.4,225,392$253.65M0.1%-1.4%9.758%
2/13/2025Wells Fargo & Company MN288,337$17.31M0.0%+46.5%0.666%
2/12/2025Orion Portfolio Solutions LLC145,398$8.73M0.1%N/A0.336%
2/12/2025Blair William & Co. IL4,683$281K0.0%+26.7%0.011%
2/12/2025JPMorgan Chase & Co.18,510$1.11M0.0%+2,828.8%0.043%
2/11/2025LPL Financial LLC570,746$34.26M0.0%+29.2%1.318%
2/11/2025Wealth Advisors of Iowa LLC41,501$2.49M1.3%+87.9%0.096%
2/10/2025Commonwealth Equity Services LLC64,609$3.88M0.0%-4.9%0.149%
2/7/2025Independent Advisor Alliance3,835$230K0.0%N/A0.009%
2/7/2025Elevation Capital Advisory LLC76,840$4.61M2.0%N/A0.177%
2/6/2025One Capital Management LLC14,300$858K0.0%-10.2%0.033%
2/6/2025Raymond James Financial Inc.680,028$40.82M0.0%N/A1.571%
2/6/2025Symphony Financial Services Inc.150,123$9.01M7.2%+2.6%0.347%
2/5/2025Smartleaf Asset Management LLC33,093$1.99M0.2%+196.7%0.076%
2/4/2025Cannon Wealth Management Services LLC9,838$609K0.5%-5.7%0.023%
2/3/2025PMG Wealth Management Inc.32,656$1.96M1.8%N/A0.075%
1/31/2025Principal Financial Group Inc.31,076,346$1.86B1.0%-7.8%71.903%
1/30/2025Principal Securities Inc.4,366,917$262.15M5.9%-1.0%10.104%
1/28/2025O Brien Wealth Partners LLC963,761$57.86M10.4%+16.0%2.233%
1/28/2025Golden State Wealth Management LLC184,789$11.09M1.7%N/A0.428%
1/27/2025Legacy CG LLC301,450$18.10M5.5%+10.9%0.698%
1/27/2025Jackson Wealth Management LLC99,557$5.98M0.7%+26.5%0.231%
1/24/2025U.S. Capital Wealth Advisors LLC9,874$593K0.0%N/A0.023%
1/23/2025Capital Investment Advisory Services LLC6,252$375K0.0%+81.2%0.015%
1/21/2025Cornerstone Wealth Management LLC4,572$274K0.0%N/A0.011%
1/17/2025Janney Montgomery Scott LLC21,356$1.28M0.0%+2.2%0.050%
1/17/2025Segment Wealth Management LLC253,506$15.22M1.0%+0.9%0.589%
1/14/2025SeaCrest Wealth Management LLC24,516$1.47M0.2%N/A0.057%
12/26/2024JPMorgan Chase & Co.632$36K0.0%-97.3%0.001%
11/15/2024MML Investors Services LLC12,372$705K0.0%-3.9%0.028%
11/15/2024EP Wealth Advisors LLC131,410$7.49M0.1%N/A0.299%
11/15/2024Stifel Financial Corp4,150$237K0.0%N/A0.009%
11/14/2024CreativeOne Wealth LLC28,681$1.64M0.1%+12.4%0.065%
11/8/2024Retireful LLC8,211$468K0.3%N/A0.019%
10/31/2024Principal Financial Group Inc.33,692,392$1.92B1.0%-4.3%76.574%
10/30/2024Legacy CG LLC271,867$15.49M5.1%+6.1%0.618%
10/29/2024Janney Montgomery Scott LLC20,894$1.19M0.0%-5.3%0.047%
10/28/2024Principal Securities Inc.4,411,268$251.40M6.1%+2.0%10.026%
10/24/2024Wealth Enhancement Advisory Services LLC22,060$1.26M0.0%-1.1%0.049%
10/23/2024O Brien Wealth Partners LLC830,932$47.36M9.3%+132.9%1.856%
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10/23/2024Silver Oak Securities Incorporated13,810$783K0.1%N/A0.031%
10/23/2024Jackson Wealth Management LLC78,721$4.49M0.5%+64.0%0.176%
10/22/2024Segment Wealth Management LLC251,285$14.32M1.0%-5.0%0.561%
10/18/2024Raymond James & Associates252,612$14.40M0.0%+3.2%0.564%
8/16/2024Northwestern Mutual Wealth Management Co.14,825$804K0.0%+3.7%0.034%
8/16/2024NewEdge Advisors LLC276,080$14.98M0.1%+0.8%0.633%
8/12/2024Blair William & Co. IL3,697$201K0.0%N/A0.008%
8/9/2024One Capital Management LLC16,959$920K0.0%-14.3%0.039%
8/8/2024Envestnet Asset Management Inc.4,211,701$228.49M0.1%+14.4%9.651%
8/1/2024Laidlaw Wealth Management LLC9,733$528K0.3%+9.1%0.022%
(Data available from 1/1/2016 forward)

USMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMC shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Principal U.S. Mega-Cap ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($1.71B), Principal Securities Inc. ($262.22M), Envestnet Asset Management Inc. ($230.96M), O Brien Wealth Partners LLC ($52.53M), Raymond James Financial Inc. ($44.98M), LPL Financial LLC ($44.95M), and Raymond James Financial Services Advisors Inc. ($23.37M).Learn more on Principal U.S. Mega-Cap ETF's institutional investors.

Which institutional investors have been buying Principal U.S. Mega-Cap ETF's stock?

Of the 58 institutional investors that purchased Principal U.S. Mega-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($13.80M), Principal Securities Inc. ($1.76M), Raymond James Financial Inc. ($1.47M), O Brien Wealth Partners LLC ($958.53K), Envestnet Asset Management Inc. ($815.09K), LPL Financial LLC ($508.94K), and Raymond James Financial Services Advisors Inc. ($448.65K).

How much institutional buying is happening at Principal U.S. Mega-Cap ETF?

Institutional investors have bought a total of 4,761,729 shares in the last 24 months. This purchase volume represents approximately $276.93M in transactions.

Which of Principal U.S. Mega-Cap ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Principal U.S. Mega-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($5.14M), Envestnet Asset Management Inc. ($217.17K), Legacy CG LLC ($106.24K), NewEdge Advisors LLC ($52.24K), Principal Securities Inc. ($44.35K), O Brien Wealth Partners LLC ($38.65K), and JPMorgan Chase & Co. ($22.68K).

How much institutional selling is happening at Principal U.S. Mega-Cap ETF?

Institutional investors have sold a total of 5,683,481 shares in the last 24 months. This volume of shares sold represents approximately $331.80M in transactions.


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This page (NASDAQ:USMC) was last updated on 7/2/2025 by MarketBeat.com Staff
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