Free Trial
→ Tesla Execs are Freaking Out (From Angel Publishing) (Ad) Free USMC Stock Alerts

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

Principal U.S. Mega-Cap ETF logo
$58.56 -0.64 (-1.08%)
(As of 10:45 AM ET)
Compare

Institutional Ownership Changes (13F Filings) for Principal U.S. Mega-Cap ETF (NASDAQ:USMC)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$679.16M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$224.19M
Get USMC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal U.S. Mega-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USMC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC12,372$705K0.0%-3.9%0.028%
11/15/2024 EP Wealth Advisors LLC131,410$7.49M0.1%N/A0.299%
11/15/2024 Stifel Financial Corp4,150$237K0.0%N/A0.009%
11/14/2024 CreativeOne Wealth LLC28,681$1.64M0.1%+12.4%0.065%
11/8/2024 Retireful LLC8,211$468K0.3%N/A0.019%
10/31/2024 Principal Financial Group Inc.33,692,392$1.92B1.1%-4.3%76.574%
10/30/2024 Legacy CG LLC271,867$15.49M5.1%+6.1%0.618%
10/29/2024 Janney Montgomery Scott LLC20,894$1.19M0.0%-5.3%0.047%
10/28/2024 Principal Securities Inc.4,411,268$251.40M6.1%+2.0%10.026%
10/24/2024 Wealth Enhancement Advisory Services LLC22,060$1.26M0.0%-1.1%0.049%
10/23/2024 O Brien Wealth Partners LLC830,932$47.36M9.3%+132.9%1.856%
10/23/2024 Silver Oak Securities Incorporated13,810$783K0.1%N/A0.031%
10/23/2024 Jackson Wealth Management LLC78,721$4.49M0.5%+64.0%0.176%
10/22/2024 Segment Wealth Management LLC251,285$14.32M1.0%-5.0%0.561%
10/18/2024Raymond James & Associates252,612$14.40M0.0%+3.2%0.564%
8/16/2024 Northwestern Mutual Wealth Management Co.14,825$804K0.0%+3.7%0.034%
8/16/2024 NewEdge Advisors LLC276,080$14.98M0.1%+0.8%0.633%
8/12/2024 Blair William & Co. IL3,697$201K0.0%N/A0.008%
8/9/2024 One Capital Management LLC16,959$920K0.0%-14.3%0.039%
8/8/2024 Envestnet Asset Management Inc.4,211,701$228.49M0.1%+14.4%9.651%
8/1/2024 Laidlaw Wealth Management LLC9,733$528K0.3%+9.1%0.022%
7/31/2024Commonwealth Equity Services LLC69,521$3.77M0.0%+22.4%0.154%
7/29/2024 Principal Financial Group Inc.35,222,823$1.91B1.1%+0.3%78.169%
7/22/2024 Legacy 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%
7/1/2024 Jackson Wealth Management LLC48,007$2.60M0.6%-39.9%0.108%
6/11/2024 Jackson Wealth Management LLC79,937$4.11M0.5%-0.5%0.180%
5/14/2024 CreativeOne Wealth LLC10,166$522K0.0%N/A0.023%
5/1/2024 Janney Montgomery Scott LLC21,725$1.12M0.0%N/A0.049%
4/29/2024Commonwealth Equity Services LLC56,778$2.92M0.0%-0.7%0.128%
4/29/2024 Principal Financial Group Inc.35,101,992$1.80B1.1%-6.6%79.059%
4/25/2024 Capital 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%
4/22/2024 Legacy CG LLC362,439$18.62M6.8%+10.0%0.817%
4/22/2024Raymond James & Associates235,996$12.12M0.0%+6.0%0.532%
4/18/2024 O Brien Wealth Partners LLC351,527$18.05M4.2%N/A0.792%
2/13/2024 Envestnet Asset Management Inc.1,640,739$76.72M0.0%+11.2%3.749%
2/9/2024 Wells Fargo & Company MN219,096$10.25M0.0%+100.3%0.501%
2/7/2024 Principal Financial Group Inc.37,566,551$1.76B1.1%+35.7%85.847%
Breaking News: Tesla headed to $500… (Ad)

That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
2/7/2024 One Capital Management LLC20,759$971K0.0%-43.9%0.047%
2/7/2024 Cary Street Partners Investment Advisory LLC13,100$613K0.0%N/A0.030%
2/7/2024 Principal Securities Inc.1,676,822$78.41M2.9%N/A3.832%
2/7/2024 Concourse Financial Group Securities Inc.1,582$74K0.0%-12.0%0.004%
1/31/2024 Kraft Davis & Associates LLC9,241$446K0.1%-22.8%0.021%
1/30/2024 Legacy CG LLC329,461$15.41M5.8%N/A0.753%
1/26/2024 Segment Wealth Management LLC149,341$6.98M0.6%-1.4%0.341%
1/24/2024 International 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%
11/15/2023 Jackson Wealth Management LLC82,305$3.53M0.5%+72.7%0.202%
11/13/2023 LPL Financial LLC310,942$13.32M0.0%+12.6%0.762%
11/13/2023 Laidlaw Wealth Management LLC7,275$312K0.1%N/A0.018%
11/13/2023 Envestnet 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%
11/2/2023 Principal Financial Group Inc.27,684,799$1.19B0.9%0.0%67.855%
10/25/2023 Segment Wealth Management LLC151,438$6.49M0.7%-2.5%0.395%
10/24/2023Raymond James Financial Services Advisors Inc.360,171$15.43M0.0%N/A0.940%
10/24/2023Raymond James & Associates179,688$7.70M0.0%+2.4%0.469%
10/24/2023 Cambridge Investment Research Advisors Inc.18,685$800K0.0%-7.5%0.049%
10/23/2023Commonwealth Equity Services LLC54,546$2.34M0.0%+37.3%0.142%
8/10/2023Commonwealth Equity Services LLC39,723$1.73M0.0%+13.7%0.118%
8/7/2023 Principal Financial Group Inc.27,691,139$1.21B0.8%+15.9%82.414%
8/4/2023 Envestnet Asset Management Inc.1,492,820$65.18M0.0%+8.8%4.443%
8/3/2023 Atria Wealth Solutions Inc.4,964$217K0.0%N/A0.015%
8/2/2023 Jackson Wealth Management LLC47,657$2.08M0.3%-5.6%0.142%
7/31/2023 LPL Financial LLC276,076$12.05M0.0%+82.0%0.822%
7/28/2023First Republic Investment Management Inc.15,102$659K0.0%N/A0.045%
7/25/2023Raymond James & Associates175,404$7.66M0.0%+9.3%0.522%
7/13/2023 Cambridge Investment Research Advisors Inc.20,200$882K0.0%-26.3%0.060%
5/26/2023 Sheets Smith Wealth Management30,974$1.23M0.2%-12.6%0.093%
5/15/2023 Sheets Smith Wealth Management40$1.23M0.2%-99.9%0.000%
5/12/2023 NewEdge Advisors LLC301,667$12.01M0.2%-2.3%0.909%
5/11/2023 Envestnet Asset Management Inc.1,372,629$54.64M0.0%+8.2%4.134%
5/10/2023 LPL Financial LLC151,727$6.04M0.0%+5.5%0.457%
5/9/2023 Principal Financial Group Inc.23,890,750$950.78M0.7%+0.4%71.960%
4/26/2023 Brooklyn FI LLC4,554$202K0.2%N/A0.015%
4/20/2023 Segment Wealth Management LLC156,077$6.21M0.7%-1.4%0.532%
4/14/2023Raymond James & Associates160,538$6.39M0.0%N/A0.548%
3/8/2023 Sheets Smith Wealth Management35,449$1.28M0.2%-5.0%0.122%
2/9/2023 Principal Financial Group Inc.23,805,414$860.50M0.6%+0.0%81.806%
2/8/2023 Cambridge Investment Research Advisors Inc.31,962$1.15M0.0%+0.9%0.110%
2/7/2023Commonwealth Equity Services LLC35,706$1.29M0.0%-4.3%0.123%
2/7/2023 LPL Financial LLC143,870$5.19M0.0%-7.1%0.494%
2/7/2023 Envestnet Asset Management Inc.1,269,159$45.77M0.0%+22.5%4.361%
1/13/2023 Segment Wealth Management LLC158,238$5.71M0.7%-5.0%0.537%
11/10/2022 Envestnet Asset Management Inc.1,035,931$34.97M0.0%+10.7%3.512%
11/1/2022 Sheets Smith Wealth Management37,325$1.26M0.2%-5.7%0.127%
10/24/2022 Segment Wealth Management LLC166,568$5.62M0.7%+0.2%0.565%
10/17/2022 Cambridge Investment Research Advisors Inc.31,680$1.07M0.0%+13.4%0.107%
Breaking News: Tesla headed to $500… (Ad)

That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
8/13/2022 NewEdge Advisors LLC251,318$9.20M0.2%+98.5%0.685%
8/9/2022 SeaCrest Wealth Management LLC1,478$54K0.0%N/A0.004%
8/4/2022 Northwestern Mutual Wealth Management Co.18,729$685K0.0%+3.4%0.051%
8/3/2022 Envestnet Asset Management Inc.936,048$34.26M0.0%+19.2%2.551%
7/20/2022 Segment Wealth Management LLC166,198$6.08M0.8%+5.0%0.448%
7/19/2022Commonwealth Equity Services LLC38,181$1.40M0.0%+62.9%0.103%
7/13/2022 Cambridge Investment Research Advisors Inc.27,945$1.02M0.0%+30.8%0.075%
5/19/2022Golden State Wealth Management LLC158,878$6.78M1.3%+3.3%0.422%
5/10/2022 Cornercap Investment Counsel Inc.39,754$1.70M0.2%N/A0.104%
5/9/2022 Principal Financial Group Inc.30,151,399$1.29B0.8%-16.2%78.622%
(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, 36 institutional investors and hedge funds held shares of Principal U.S. Mega-Cap ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($1.92B), Principal Securities Inc. ($251.40M), Envestnet Asset Management Inc. ($228.49M), O Brien Wealth Partners LLC ($47.36M), Raymond James Financial Services Advisors Inc. ($23.37M), Legacy CG LLC ($15.49M), and NewEdge Advisors LLC ($14.98M).Learn more on USMC's institutional investors.

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

Of the 29 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), Envestnet Asset Management Inc. ($1.15M), O Brien Wealth Partners LLC ($825.70K), Raymond James Financial Services Advisors Inc. ($448.65K), Legacy CG LLC ($378.11K), and Raymond James & Associates ($252.61K).

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

Institutional investors have bought a total of 19,337,500 shares in the last 24 months. This purchase volume represents approximately $923.07M in transactions.

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

Of the 17 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. ($4.00M), Legacy CG LLC ($106.24K), Sheets Smith Wealth Management ($41.76K), Jackson Wealth Management LLC ($35.18K), Segment Wealth Management LLC ($29.62K), One Capital Management LLC ($19.06K), and Envestnet Asset Management Inc. ($17.90K).

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

Institutional investors have sold a total of 4,302,565 shares in the last 24 months. This volume of shares sold represents approximately $231.45M in transactions.


Related Companies

This page (NASDAQ:USMC) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored