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

Principal U.S. Mega-Cap ETF logo
$54.90 -2.44 (-4.26%)
Closing price 03:59 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)
44
Total
Institutional Inflows
(last 12 months)
$257.44M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$390.64M
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USMC Institutional Buying and Selling by Quarter

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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
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%
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%
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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%
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%
7/31/2024Commonwealth Equity Services LLC69,521$3.77M0.0%+22.4%0.154%
7/29/2024Principal Financial Group Inc.35,222,823$1.91B1.1%+0.3%78.169%
7/22/2024Legacy CG LLC256,200$13.90M4.7%-29.3%0.569%
7/20/2024Raymond James Financial Services Advisors Inc.430,776$23.37M0.0%-0.2%0.956%
7/19/2024Raymond James & Associates244,868$13.28M0.0%+3.8%0.543%
7/1/2024Jackson Wealth Management LLC48,007$2.60M0.6%-39.9%0.108%
6/11/2024Jackson Wealth Management LLC79,937$4.11M0.5%-0.5%0.180%
5/14/2024CreativeOne Wealth LLC10,166$522K0.0%N/A0.023%
5/1/2024Janney Montgomery Scott LLC21,725$1.12M0.0%N/A0.049%
4/29/2024Commonwealth Equity Services LLC56,778$2.92M0.0%-0.7%0.128%
4/29/2024Principal Financial Group Inc.35,101,992$1.80B1.1%-6.6%79.059%
4/25/2024Capital Investment Advisory Services LLC970$50K0.0%N/A0.002%
4/23/2024Raymond James Financial Services Advisors Inc.431,853$22.18M0.0%+25.8%0.973%
4/22/2024Legacy CG LLC362,439$18.62M6.8%+10.0%0.817%
4/22/2024Raymond James & Associates235,996$12.12M0.0%+6.0%0.532%
4/18/2024O Brien Wealth Partners LLC351,527$18.05M4.2%N/A0.792%
2/13/2024Envestnet Asset Management Inc.1,640,739$76.72M0.0%+11.2%3.749%
2/9/2024Wells Fargo & Company MN219,096$10.25M0.0%+100.3%0.501%
2/7/2024Principal Financial Group Inc.37,566,551$1.76B1.1%+35.7%85.847%
2/7/2024One Capital Management LLC20,759$971K0.0%-43.9%0.047%
2/7/2024Cary Street Partners Investment Advisory LLC13,100$613K0.0%N/A0.030%
2/7/2024Principal Securities Inc.1,676,822$78.41M2.9%N/A3.832%
2/7/2024Concourse Financial Group Securities Inc.1,582$74K0.0%-12.0%0.004%
1/31/2024Kraft Davis & Associates LLC9,241$446K0.1%-22.8%0.021%
1/30/2024Legacy CG LLC329,461$15.41M5.8%N/A0.753%
1/26/2024Segment Wealth Management LLC149,341$6.98M0.6%-1.4%0.341%
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1/24/2024International Assets Investment Management LLC2,432$114K0.0%+2,902.5%0.006%
1/16/2024Raymond James Financial Services Advisors Inc.343,374$16.06M0.0%-4.7%0.786%
1/16/2024Raymond James & Associates222,724$10.42M0.0%+24.0%0.510%
11/15/2023Jackson Wealth Management LLC82,305$3.53M0.5%+72.7%0.202%
11/13/2023LPL Financial LLC310,942$13.32M0.0%+12.6%0.762%
11/13/2023Laidlaw Wealth Management LLC7,275$312K0.1%N/A0.018%
11/13/2023Envestnet Asset Management Inc.1,474,919$63.19M0.0%-1.2%3.615%
11/8/2023J.P. Morgan Private Wealth Advisors LLC17,612$754K0.0%+16.6%0.043%
11/2/2023Principal Financial Group Inc.27,684,799$1.19B0.9%0.0%67.855%
10/25/2023Segment Wealth Management LLC151,438$6.49M0.7%-2.5%0.395%
(Data available from 1/1/2016 forward)

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USMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMC shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Principal U.S. Mega-Cap ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($1.86B), Principal Securities Inc. ($262.15M), Envestnet Asset Management Inc. ($253.65M), O Brien Wealth Partners LLC ($57.86M), Raymond James Financial Inc. ($40.82M), LPL Financial LLC ($34.26M), and Raymond James Financial Services Advisors Inc. ($23.37M).Learn more on USMC's institutional investors.

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

Of the 50 institutional investors that purchased Principal U.S. Mega-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($13.89M), Principal Securities Inc. ($1.76M), Raymond James Financial Inc. ($1.36M), O Brien Wealth Partners LLC ($958.53K), Envestnet Asset Management Inc. ($918.56K), Raymond James Financial Services Advisors Inc. ($448.65K), and Legacy CG LLC ($407.69K).

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

Institutional investors have bought a total of 21,595,200 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

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

Of the 21 institutional investors that sold Principal U.S. Mega-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($6.62M), Legacy CG LLC ($106.24K), Envestnet Asset Management Inc. ($77.25K), NewEdge Advisors LLC ($59.19K), Principal Securities Inc. ($44.35K), Sheets Smith Wealth Management ($39.88K), and Jackson Wealth Management LLC ($35.18K).

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

Institutional investors have sold a total of 7,083,325 shares in the last 24 months. This volume of shares sold represents approximately $398.03M in transactions.


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This page (NASDAQ:USMC) was last updated on 4/3/2025 by MarketBeat.com Staff
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