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

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$51.58
+0.45 (+0.88%)
(As of 05/31/2024 ET)
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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)
20
Total
Institutional Inflows
(last 12 months)
$796.15M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$130.09M
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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
5/14/2024 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%
4/23/2024 Raymond 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%
4/22/2024 Raymond 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%
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%
1/16/2024 Raymond James Financial Services Advisors Inc.343,374$16.06M0.0%-4.7%0.786%
1/16/2024 Raymond James & Associates222,724$10.42M0.0%+24.0%0.510%
11/15/2023Jackson Wealth Management LLC82,305$3.53M0.5%+72.7%0.202%
11/13/2023 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%
10/24/2023 Raymond James Financial Services Advisors Inc.360,171$15.43M0.0%N/A0.940%
10/24/2023 Raymond 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%
8/2/2023Jackson 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%
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7/25/2023 Raymond 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%
4/14/2023 Raymond 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%
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%
5/4/2022Commonwealth Equity Services LLC23,432$999K0.0%+6.9%0.061%
5/4/2022 Envestnet Asset Management Inc.785,300$33.51M0.0%+31.7%2.048%
5/2/2022 Sheets Smith Wealth Management39,741$1.70M0.2%-10.0%0.103%
4/25/2022 Segment Wealth Management LLC158,318$6.76M0.7%+1.3%0.411%
2/16/2022 Horizon Investments LLC1,332,218$59.02M1.7%+58.9%3.474%
2/14/2022Golden State Wealth Management LLC153,839$6.82M1.2%+9.5%0.402%
2/14/2022 LPL Financial LLC140,523$6.23M0.0%-3.9%0.367%
2/9/2022 Principal Financial Group Inc.35,993,928$1.60B1.0%+4,045.7%93.979%
2/8/2022 Bank of America Corp DE52,034$2.31M0.0%+3.4%0.136%
2/4/2022 Envestnet Asset Management Inc.596,424$26.42M0.0%+60.1%1.559%
2/3/2022 Cambridge Investment Research Advisors Inc.20,353$902K0.0%N/A0.053%
2/3/2022 Northwestern Mutual Wealth Management Co.18,108$802K0.0%-13.0%0.047%
1/31/2022Commonwealth Equity Services LLC21,918$971K0.0%-6.6%0.057%
1/24/2022 Segment Wealth Management LLC156,283$6.92M0.7%+3.9%0.407%
1/20/2022 Sheets Smith Wealth Management44,181$1.96M0.2%-28.1%0.115%
11/16/2021 LPL Financial LLC146,275$5.90M0.0%+8.7%0.294%
11/15/2021 Horizon Investments LLC838,192$33.66M0.9%+0.2%1.683%
11/9/2021 Concourse Financial Group Securities Inc.2,202$89K0.0%-12.8%0.004%
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11/9/2021 Principal Financial Group Inc.868,233$35.01M0.0%+15.5%1.742%
11/5/2021 Advisor Group Holdings Inc.7,233$293K0.0%-4.9%0.014%
10/29/2021 GWM Advisors LLC124,460$5.02M0.1%+5.4%0.249%
10/19/2021 Segment Wealth Management LLC150,461$6.07M0.7%+3.7%0.302%
10/15/2021 Sheets Smith Wealth Management61,407$2.48M0.3%-4.7%0.123%
8/17/2021 Wells Fargo & Company MN211,760$8.41M0.0%-5.4%0.431%
8/16/2021 Morgan Stanley111,594$4.43M0.0%+1.1%0.227%
8/13/2021 LPL Financial LLC134,533$5.34M0.0%-7.3%0.274%
8/13/2021 Northwestern Mutual Wealth Management Co.23,817$946K0.0%-4.0%0.049%
8/12/2021Golden State Wealth Management LLC121,154$4.81M1.1%+5.6%0.247%
(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, 30 institutional investors and hedge funds held shares of Principal U.S. Mega-Cap ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($1.80B), Principal Securities Inc. ($78.41M), Envestnet Asset Management Inc. ($76.72M), Raymond James Financial Services Advisors Inc. ($22.18M), Legacy CG LLC ($18.62M), O Brien Wealth Partners LLC ($18.05M), and LPL Financial LLC ($13.32M).Learn more on USMC's institutional investors.

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

Of the 26 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. ($13.77M), Principal Securities Inc. ($1.68M), Envestnet Asset Management Inc. ($873.34K), Raymond James Financial Services Advisors Inc. ($448.65K), Legacy CG LLC ($362.44K), O Brien Wealth Partners LLC ($351.53K), and Raymond James & Associates ($236.00K).

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

Institutional investors have bought a total of 18,294,466 shares in the last 24 months. This purchase volume represents approximately $871.56M in transactions.

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

Of the 13 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. ($2.47M), Sheets Smith Wealth Management ($44.02K), Envestnet Asset Management Inc. ($17.90K), Raymond James Financial Services Advisors Inc. ($16.80K), Segment Wealth Management LLC ($16.47K), One Capital Management LLC ($16.23K), and LPL Financial LLC ($11.08K).

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

Institutional investors have sold a total of 2,616,793 shares in the last 24 months. This volume of shares sold represents approximately $135.79M in transactions.


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This page (NASDAQ:USMC) was last updated on 5/31/2024 by MarketBeat.com Staff

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