Principal US Mega-Cap ETFUSMCETF
13F holders, Q4 2025 (December 31)89holders +8
11new positions
6sold out
2famous investors
$68.44avg. 13F price*
At the end of Q4 2025, 89 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, up 8 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Principal Financial Group Inc. ($2.1B), Principal Securities, Inc. ($306.0M) and Envestnet Asset Management Inc. ($292.4M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.0M |
| Exits | 6 | $6.4M |
All 13F filers, Q3 2025 → Q4 2025: 884,272 shares bought and 6,534,206 shares sold, net −5,649,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Principal Financial Group Inc. | 1.09% | Reduce -16.4% | 31,301,844 | $2.1B |
| Principal Securities, Inc. | 4.72% | Add +2.1% | 4,470,607 | $306.0M |
| Envestnet Asset Management Inc. | 0.09% | Add +2.3% | 4,271,668 | $292.4M |
| LPL Financial LLC | 0.03% | Add +6.6% | 1,404,127 | $96.1M |
| O'Brien Wealth Partners LLC | 8.09% | Reduce -1.4% | 893,720 | $61.2M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -1.3% | 893,610 | $61.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.2% | 744,783 | $51.0M |
| Morgan Stanley | 0.00% | Add +6.6% | 695,333 | $47.6M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 640,137 | $43.8M |
| NewEdge Advisors, LLC | 0.08% | Reduce -31.7% | 313,540 | $21.5M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +4.7% | 306,368 | $21.0M |
| Oasis Advisors, LLC | 10.82% | — | 298,317 | $20.4M |
| Legacy CG, LLC | 5.68% | Reduce -4.0% | 296,195 | $20.3M |
| Segment Wealth Management, LLC | 1.02% | Reduce -0.3% | 256,306 | $17.5M |
| Integrated Wealth Concepts LLC | 0.20% | Add +55.3% | 241,652 | $16.5M |
| Symphony Financial Services, Inc. | 8.03% | Add +6.6% | 228,694 | $15.7M |
| Golden State Wealth Management, LLC | 1.50% | Add +4.8% | 207,963 | $14.2M |
| Wealth Advisors of Iowa, LLC | 4.61% | Reduce -1.3% | 205,062 | $14.0M |
| Osaic Holdings, Inc. | 0.01% | Add +115.2% | 143,433 | $9.8M |
| Two Sigma Investments, LP | 0.02% | Add +21.1% | 141,000 | $9.7M |
| EP Wealth Advisors, LLC | 0.05% | — | 133,476 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 115,282 | $7.9M |
| Ethos Financial Group, LLC | 0.57% | New | 111,872 | $7.7M |
| Elevation Capital Advisory, LLC | 2.84% | Reduce -20.8% | 101,514 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +38.7% | 86,684 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +50.1% | 86,151 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +30.0% | 62,695 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +1.1% | 58,352 | $4.0M |
| &partners | 0.02% | Add +3.0% | 57,277 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +5.2% | 53,034 | $3.6M |
| Smartleaf Asset Management LLC | 0.14% | Reduce -1.4% | 52,031 | $3.6M |
| US Bancorp \de | 0.00% | Add +4.9% | 46,489 | $3.2M |
| Jackson Wealth Management, LLC | 0.30% | Add +2.2% | 44,418 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 41,538 | $2.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +0.2% | 39,600 | $2.7M |
| PMG Wealth Management, Inc. | 1.68% | Add +1.3% | 33,438 | $2.3M |
| Richmond Investment Services, LLC | 0.38% | Add +6.4% | 32,147 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +68.9% | 31,397 | $2.1M |
| Greenwood Capital Associates LLC | 0.23% | Add +50.6% | 30,658 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.2% | 30,356 | $2.1M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -15.7% | 26,687 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 23,418 | $1.6M |
| Virtu Financial LLC | 0.06% | Add +509.4% | 22,824 | $1.6M |
| UBS Group AG | 0.00% | Reduce -62.8% | 22,153 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -17.4% | 21,200 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +37.3% | 20,161 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 19,204 | $1.3M |
| GTS Securities LLC | 0.04% | Add +134.0% | 17,523 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +30.4% | 16,678 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.1% | 15,734 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | Reduce -4.5% | 12,516 | $857K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.7% | 10,762 | $737K |
| Cannon Wealth Management Services, LLC | 0.46% | Reduce -1.5% | 9,511 | $651K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 9,241 | $633K |
| Bank of America Corp. | 0.00% | Reduce -20.9% | 8,577 | $587K |
| Gotham Asset Management | 0.00% | Reduce -56.7% | 8,093 | $554K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,002 | $548K |
| Cornerstone Planning Group LLC | 0.08% | New | 8,015 | $544K |
| One Capital Management, LLC | 0.02% | No change | 7,732 | $529K |
| Stillwater Wealth Management Group | 0.34% | Reduce -15.9% | 7,352 | $503K |
| Advisory Services Network, LLC | 0.01% | Add +3.1% | 7,117 | $487K |
| Hershey Financial Advisers, LLC | 0.40% | New | 6,955 | $476K |
| Blair William & Co. | 0.00% | Add +27.2% | 6,805 | $466K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.6% | 6,685 | $458K |
| McDonald Partners LLC | 0.14% | New | 6,506 | $445K |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 5,274 | $361K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.6% | 4,920 | $337K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.0% | 4,890 | $335K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 4,846 | $332K |
| Simplicity Wealth,LLC | 0.02% | New | 4,601 | $315K |
| Equitable Holdings, Inc. | 0.00% | Add +5.5% | 4,476 | $306K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,249 | $291K |
| Cape Investment Advisory, Inc. | 0.08% | New | 3,705 | $254K |
| Assetmark, Inc. | 0.00% | Add +18.7% | 3,164 | $217K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.4% | 3,018 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,141 | $147K |
| Comerica Bank | 0.00% | No change | 1,244 | $85K |
| Versant Capital Management, Inc | 0.01% | New | 1,200 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.6% | 706 | $48K |
| CoreCap Advisors, LLC | 0.00% | Add +38.9% | 500 | $34K |
| Abound Financial, LLC | 0.01% | New | 418 | $29K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 206 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3166.7% | 98 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 62 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 54 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 18 | $1K |
| FMR LLC | 0.00% | No change | 9 | $59 |
"% 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.