Principal US Mega-Cap ETFUSMCETF
13F holders, Q2 2025 (June 30)76holders +6
11new positions
3sold out
1famous investor
$62.54avg. 13F price*
At the end of Q2 2025, 76 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, up 6 from Q1 2025. 11 opened new positions and 3 sold out. The largest holders were Principal Financial Group Inc. ($2.3B), Principal Securities, Inc. ($250.6M) and Envestnet Asset Management Inc. ($238.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.8M |
| Exits | 3 | $5.2M |
All 13F filers, Q1 2025 → Q2 2025: 8,436,955 shares bought and 872,898 shares sold, net +7,564,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Principal Financial Group Inc. | 1.23% | Add +24.0% | 37,292,203 | $2.3B |
| Principal Securities, Inc. | 4.71% | Reduce -8.3% | 4,006,418 | $250.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -6.2% | 3,814,251 | $238.6M |
| LPL Financial LLC | 0.03% | Add +58.7% | 1,256,291 | $78.6M |
| O'Brien Wealth Partners LLC | 9.04% | Reduce -0.5% | 920,520 | $57.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.3% | 789,865 | $49.4M |
| Morgan Stanley | 0.00% | Add +10.0% | 636,868 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 602,093 | $37.7M |
| NewEdge Advisors, LLC | 0.10% | Add +16.3% | 315,466 | $19.7M |
| Legacy CG, LLC | 5.76% | Add +0.6% | 308,748 | $19.3M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +29.0% | 268,592 | $16.8M |
| Segment Wealth Management, LLC | 1.02% | Add +0.4% | 257,232 | $16.1M |
| Symphony Financial Services, Inc. | 7.91% | Add +7.5% | 211,761 | $13.2M |
| Golden State Wealth Management, LLC | 1.49% | Add +2.1% | 195,564 | $12.2M |
| EP Wealth Advisors, LLC | 0.05% | Add +2.0% | 133,231 | $8.3M |
| Two Sigma Investments, LP | 0.01% | Add +500.0% | 116,400 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 74,709 | $4.7M |
| Systelligence, LLC | 0.78% | New | 67,603 | $4.2M |
| Wealth Advisors of Iowa, LLC | 1.47% | Add +85.6% | 63,077 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 60,503 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +60.5% | 58,783 | $3.7M |
| GTS Securities LLC | 0.16% | Add +222.1% | 56,475 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | New | 56,211 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.6% | 55,119 | $3.4M |
| UBS Group AG | 0.00% | Add +136.7% | 55,109 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +65.0% | 46,471 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 43,557 | $2.7M |
| US Bancorp \de | 0.00% | Add +554.2% | 42,761 | $2.7M |
| Jackson Wealth Management, LLC | 0.29% | Reduce -57.5% | 42,257 | $2.6M |
| CreativeOne Wealth, LLC | 0.07% | Add +11.9% | 40,597 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.0% | 34,063 | $2.1M |
| Smartleaf Asset Management LLC | 0.19% | Reduce -23.2% | 34,151 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +39.5% | 33,229 | $2.1M |
| PMG Wealth Management, Inc. | 1.68% | Add +1.0% | 32,570 | $2.0M |
| Richmond Investment Services, LLC | 0.40% | Add +99.1% | 30,182 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +9.6% | 25,973 | $1.6M |
| Ameriflex Group, Inc. | 0.83% | Add +6.7% | 25,510 | $1.6M |
| Citadel Advisors | 0.00% | New | 24,002 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 23,805 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -28.7% | 22,516 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | New | 19,196 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 18,481 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.0% | 16,176 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -69.8% | 15,741 | $985K |
| Susquehanna International Group, LLP | 0.00% | Add +38.3% | 14,621 | $915K |
| Prospera Financial Services Inc | 0.02% | Add +12.8% | 13,500 | $845K |
| Cary Street Partners Financial LLC | 0.02% | No change | 13,100 | $820K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +880.9% | 11,486 | $719K |
| One Capital Management, LLC | 0.02% | Reduce -46.0% | 11,282 | $706K |
| Bank of America Corp. | 0.00% | Add +0.6% | 10,772 | $674K |
| Greenwood Capital Associates LLC | 0.08% | Add +21.3% | 9,749 | $610K |
| Cannon Wealth Management Services, LLC | 0.49% | Reduce -0.3% | 9,682 | $606K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.9% | 9,538 | $597K |
| Kraft, Davis & Associates, LLC | 0.16% | No change | 9,241 | $586K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -9.0% | 8,604 | $538K |
| Private Advisor Group, LLC | 0.00% | Add +20.2% | 5,418 | $339K |
| Blair William & Co. | 0.00% | No change | 5,351 | $335K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.8% | 5,030 | $315K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,830 | $302K |
| Marshall Wace, LLP | 0.00% | New | 3,912 | $245K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -85.2% | 3,577 | $224K |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 3,562 | $223K |
| Assetmark, Inc. | 0.00% | Add +1763.6% | 2,665 | $167K |
| Comerica Bank | 0.00% | Reduce -35.5% | 1,244 | $78K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.7% | 984 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | Add +40.8% | 883 | $55K |
| CoreCap Advisors, LLC | 0.00% | Reduce -51.7% | 360 | $23K |
| Fifth Third Bancorp | 0.00% | New | 349 | $22K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 199 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 191 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.6% | 158 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 157 | $10K |
| Cwm, LLC | 0.00% | New | 132 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 54 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 27 | $2K |
| FMR LLC | 0.00% | Add +50.0% | 9 | $530 |
"% 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.