Principal US Mega-Cap ETFUSMCETF
13F holders, Q3 2024 (September 30)51holders +10
9new positions
0sold out
1famous investor
$57.00avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, up 10 from Q2 2024. 9 opened new positions and 0 sold out. The largest holders were Principal Financial Group Inc. ($1.9B), Principal Securities, Inc. ($251.4M) and Envestnet Asset Management Inc. ($244.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal US Mega-Cap ETF
- CUSIP
- 74255Y870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $20.4M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,199,236 shares bought and 1,667,713 shares sold, net −468,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Principal Financial Group Inc. | 1.05% | Reduce -4.3% | 33,692,392 | $1.9B |
| Principal Securities, Inc. | 6.08% | Add +2.0% | 4,411,268 | $251.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.7% | 4,284,744 | $244.2M |
| O'Brien Wealth Partners LLC | 9.29% | Add +132.9% | 830,932 | $47.4M |
| LPL Financial LLC | 0.01% | Add +13.7% | 441,908 | $25.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.4% | 424,801 | $24.2M |
| Morgan Stanley | 0.00% | Add +11.8% | 418,490 | $23.8M |
| Legacy CG, LLC | 5.07% | Add +6.1% | 271,867 | $15.5M |
| Raymond James & Associates | 0.01% | Add +3.2% | 252,612 | $14.4M |
| Segment Wealth Management, LLC | 0.98% | Reduce -5.0% | 251,285 | $14.3M |
| NewEdge Advisors, LLC | 0.09% | Reduce -15.9% | 232,117 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 196,836 | $11.2M |
| Symphony Financial Services, Inc. | 7.09% | Add +2.5% | 146,311 | $8.3M |
| EP Wealth Advisors, LLC | 0.06% | New | 131,410 | $7.5M |
| Win Advisors, Inc. | 3.29% | New | 123,071 | $7.0M |
| Jackson Wealth Management, LLC | 0.54% | Add +64.0% | 78,721 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.3% | 67,922 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +22.7% | 46,750 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | New | 46,448 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +12.4% | 28,681 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.9% | 25,945 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.64% | Add +261.6% | 22,084 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 22,060 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 20,894 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.8% | 20,055 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 16,762 | $955K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 16,028 | $913K |
| One Capital Management, LLC | 0.03% | Reduce -6.1% | 15,917 | $907K |
| UBS Group AG | 0.00% | Add +425.6% | 15,506 | $884K |
| Osaic Holdings, Inc. | 0.00% | Add +18.9% | 14,938 | $851K |
| Silver Oak Securities, Incorporated | 0.08% | New | 13,810 | $783K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 13,100 | $747K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 12,372 | $705K |
| Smartleaf Asset Management LLC | 0.08% | Add +45.2% | 11,153 | $632K |
| Cannon Wealth Management Services, LLC | 0.54% | — | 10,429 | $594K |
| Laidlaw Wealth Management LLC | 0.28% | Add +3.7% | 10,094 | $575K |
| Kraft, Davis & Associates, LLC | 0.16% | No change | 9,241 | $525K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,928 | $509K |
| Retireful, LLC | 0.35% | New | 8,211 | $468K |
| GTS Securities LLC | 0.01% | Reduce -70.0% | 6,745 | $384K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 5,892 | $336K |
| Citadel Advisors | 0.00% | New | 5,164 | $294K |
| Stifel Financial Corp. | 0.00% | New | 4,150 | $237K |
| Blair William & Co. | 0.00% | No change | 3,697 | $211K |
| Bank of America Corp. | 0.00% | Add +519.6% | 3,606 | $206K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +243.7% | 3,451 | $197K |
| Comerica Bank | 0.00% | No change | 1,929 | $110K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,582 | $90K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.3% | 632 | $36K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 191 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 168 | $10K |
"% 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.