Principal US Mega-Cap ETFUSMCETF
13F holders, Q2 2024 (June 30)41holders
2new positions
3sold out
$54.16avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were Principal Financial Group Inc. ($1.9B), Principal Securities, Inc. ($234.6M) and Envestnet Asset Management Inc. ($228.5M).
- Company
- Principal US Mega-Cap ETF
- CUSIP
- 74255Y870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $532K |
| Exits | 3 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,410,907 shares bought and 330,065 shares sold, net +1,080,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Principal Financial Group Inc. | 1.13% | Add +0.3% | 35,222,823 | $1.9B |
| Principal Securities, Inc. | 6.47% | Add +14.4% | 4,325,260 | $234.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +14.4% | 4,211,701 | $228.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.3% | 430,776 | $23.4M |
| LPL Financial LLC | 0.01% | Reduce -21.1% | 388,846 | $21.1M |
| Morgan Stanley | 0.00% | Add +8.0% | 374,378 | $20.3M |
| O'Brien Wealth Partners LLC | 4.35% | Add +1.5% | 356,759 | $19.4M |
| NewEdge Advisors, LLC | 0.11% | Add +0.8% | 276,080 | $15.0M |
| Segment Wealth Management, LLC | 1.06% | Add +76.3% | 264,437 | $14.3M |
| Legacy CG, LLC | 4.73% | Reduce -29.3% | 256,200 | $13.9M |
| Raymond James & Associates | 0.01% | Add +3.8% | 244,868 | $13.3M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 219,118 | $11.9M |
| Symphony Financial Services, Inc. | 6.79% | — | 142,784 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.4% | 69,521 | $3.8M |
| Jackson Wealth Management, LLC | 0.56% | Reduce -39.9% | 48,007 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 38,096 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +39.8% | 28,178 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 26,720 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +151.1% | 25,523 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 23,314 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -65.7% | 22,449 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 22,315 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 22,069 | $1.2M |
| One Capital Management, LLC | 0.03% | Reduce -14.3% | 16,959 | $920K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 14,825 | $804K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 13,100 | $711K |
| MML Investors Services, LLC | 0.00% | Add +33.2% | 12,869 | $698K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.3% | 12,559 | $681K |
| Laidlaw Wealth Management LLC | 0.29% | Add +9.1% | 9,733 | $528K |
| Kraft, Davis & Associates, LLC | 0.15% | No change | 9,241 | $495K |
| Smartleaf Asset Management LLC | 0.07% | Add +6.6% | 7,680 | $417K |
| Wealth Advisors of Iowa, LLC | 0.18% | New | 6,107 | $331K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.4% | 5,950 | $323K |
| Blair William & Co. | 0.00% | New | 3,697 | $201K |
| UBS Group AG | 0.00% | Add +110.7% | 2,950 | $160K |
| Comerica Bank | 0.00% | No change | 1,929 | $105K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,582 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.5% | 1,004 | $54K |
| Bank of America Corp. | 0.00% | No change | 582 | $32K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 191 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 168 | $9K |
"% 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.