Principal US Mega-Cap ETFUSMCETF
13F holders, Q4 2024 (December 31)65holders +14
16new positions
7sold out
1famous investor
$59.90avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, up 14 from Q3 2024. 16 opened new positions and 7 sold out. The largest holders were Principal Financial Group Inc. ($1.9B), Principal Securities, Inc. ($262.1M) and Envestnet Asset Management Inc. ($253.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $31.4M |
| Exits | 7 | $11.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,115,109 shares bought and 2,984,902 shares sold, net −1,869,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Principal Financial Group Inc. | 1.01% | Reduce -7.8% | 31,076,346 | $1.9B |
| Principal Securities, Inc. | 5.91% | Reduce -1.0% | 4,366,917 | $262.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.4% | 4,225,392 | $253.7M |
| O'Brien Wealth Partners LLC | 10.43% | Add +16.0% | 963,761 | $57.9M |
| Raymond James Financial Inc. | 0.02% | — | 680,027 | $40.8M |
| LPL Financial LLC | 0.01% | Add +29.1% | 570,746 | $34.3M |
| Morgan Stanley | 0.00% | Add +12.1% | 469,036 | $28.2M |
| Legacy CG, LLC | 5.55% | Add +10.9% | 301,450 | $18.1M |
| Wells Fargo & Company | 0.00% | Add +46.5% | 288,337 | $17.3M |
| Segment Wealth Management, LLC | 1.04% | Add +0.9% | 253,506 | $15.2M |
| Golden State Wealth Management, LLC | 1.66% | — | 184,789 | $11.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -22.5% | 179,874 | $10.8M |
| Symphony Financial Services, Inc. | 7.24% | Add +2.6% | 150,123 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.09% | New | 145,398 | $8.7M |
| Orion Portfolio Solutions, LLC | 0.09% | New | 145,398 | $8.7M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.2% | 128,565 | $7.7M |
| Jackson Wealth Management, LLC | 0.68% | Add +26.5% | 99,557 | $6.0M |
| Elevation Capital Advisory, LLC | 1.98% | New | 76,840 | $4.6M |
| GeoWealth Management, LLC | 0.15% | New | 76,840 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +59.8% | 74,237 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 64,609 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +8.7% | 50,830 | $3.1M |
| Wealth Advisors of Iowa, LLC | 1.26% | Add +87.9% | 41,501 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +29.3% | 33,543 | $2.0M |
| Smartleaf Asset Management LLC | 0.20% | Add +196.7% | 33,093 | $2.0M |
| PMG Wealth Management, Inc. | 1.78% | — | 32,656 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +6.3% | 30,484 | $1.8M |
| Ameriflex Group, Inc. | 0.69% | — | 24,308 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | New | 24,516 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 22,785 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 21,700 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.2% | 21,356 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +383.4% | 20,060 | $1.2M |
| UBS Group AG | 0.00% | Add +21.3% | 18,815 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2828.8% | 18,510 | $1.1M |
| Stillwater Wealth Management Group | 0.99% | — | 18,423 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 15,591 | $936K |
| MML Investors Services, LLC | 0.00% | Add +25.9% | 15,580 | $935K |
| Richmond Investment Services, LLC | 0.52% | — | 15,443 | $927K |
| One Capital Management, LLC | 0.03% | Reduce -10.2% | 14,300 | $858K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 13,922 | $836K |
| Cary Street Partners Financial LLC | 0.03% | — | 13,100 | $786K |
| Laidlaw Wealth Management LLC | 0.27% | Add +1.5% | 10,244 | $615K |
| Cannon Wealth Management Services, LLC | 0.53% | Reduce -5.7% | 9,838 | $609K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 9,874 | $593K |
| Kraft, Davis & Associates, LLC | 0.16% | No change | 9,241 | $576K |
| Citadel Advisors | 0.00% | Add +84.3% | 9,520 | $571K |
| Retireful, LLC | 0.28% | No change | 8,211 | $493K |
| Prospera Financial Services Inc | 0.01% | New | 7,235 | $434K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +81.2% | 6,252 | $375K |
| Jane Street Group, LLC | 0.00% | New | 5,400 | $324K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.5% | 5,272 | $316K |
| Blair William & Co. | 0.00% | Add +26.7% | 4,683 | $281K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 4,572 | $274K |
| Independent Advisor Alliance | 0.00% | New | 3,835 | $230K |
| Bank of America Corp. | 0.00% | Add +1.8% | 3,671 | $220K |
| Comerica Bank | 0.00% | No change | 1,929 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,582 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 300 | $18K |
| Cwm, LLC | 0.00% | New | 206 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +18.4% | 199 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 191 | $11K |
| Assetmark, Inc. | 0.00% | New | 180 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | New | 74 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 67 | $4K |
"% 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.