Principal US Mega-Cap ETFUSMCETF
13F holders, Q1 2024 (March 31)41holders
$51.39avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings. The largest holders were Principal Financial Group Inc. ($1.8B), Principal Securities, Inc. ($194.2M) and Envestnet Asset Management Inc. ($189.1M).
- Company
- Principal US Mega-Cap ETF
- CUSIP
- 74255Y870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $23.1M |
| Exits | 1 | $1.7M |
Ownership 41 holders
| Principal Financial Group Inc. | 1.06% | Reduce -6.6% | 35,101,992 | $1.8B |
| Principal Securities, Inc. | 6.05% | Add +125.5% | 3,781,033 | $194.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +124.5% | 3,682,623 | $189.1M |
| LPL Financial LLC | 0.01% | Add +5.7% | 492,865 | $25.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +25.8% | 431,853 | $22.2M |
| Legacy CG, LLC | 6.75% | Add +10.0% | 362,439 | $18.6M |
| O'Brien Wealth Partners LLC | 4.18% | New | 351,527 | $18.1M |
| Morgan Stanley | 0.00% | Add +32.4% | 346,749 | $17.8M |
| NewEdge Advisors, LLC | 0.12% | Add +0.5% | 273,876 | $14.1M |
| Raymond James & Associates | 0.01% | Add +6.0% | 235,996 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 215,627 | $11.1M |
| Segment Wealth Management, LLC | 0.59% | Add +0.5% | 150,007 | $7.7M |
| Jackson Wealth Management, LLC | 0.51% | Reduce -0.6% | 79,937 | $4.1M |
| GTS Securities LLC | 0.09% | New | 65,502 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 56,778 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +189.6% | 40,588 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +131.7% | 29,635 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.0% | 26,906 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 22,315 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 21,725 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +27.6% | 21,278 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +129.2% | 20,150 | $1.0M |
| One Capital Management, LLC | 0.04% | Reduce -4.7% | 19,789 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +105.8% | 15,751 | $809K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 14,300 | $734K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 13,100 | $673K |
| CreativeOne Wealth, LLC | 0.02% | New | 10,166 | $522K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 9,663 | $496K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 9,241 | $472K |
| Laidlaw Wealth Management LLC | 0.26% | Add +21.7% | 8,924 | $458K |
| Smartleaf Asset Management LLC | 0.07% | Add +414.9% | 7,203 | $370K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.3% | 6,158 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 5,055 | $260K |
| Comerica Bank | 0.00% | No change | 1,929 | $99K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,582 | $81K |
| UBS Group AG | 0.00% | No change | 1,400 | $72K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 970 | $50K |
| Bank of America Corp. | 0.00% | Reduce -36.0% | 582 | $30K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 191 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 168 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 149 | $7K |
"% of holder's portfolio" is USMC's weight in each manager's 13F, not the share of Principal US Mega-Cap ETF the manager owns.