Principal U.S. Mega-Cap ETF(USMC)

$72.62▼-0.29 (-40.20%)

Chart

Principal U.S. Mega-Cap ETF(USMC)

NASDAQ

$72.62▼-0.29 (-40.20%)

Chart Studio

USMC(USMC)

USMC

Overview Intelligence Chart History Fundmntls TTM Earnings Growth Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 108 Institutional Holders

Holder	Shares	Date	Change	% Held
PRINCIPAL FINANCIAL GROUP INC	30.15M	Mar 31, 26	-1.15M	66.23%
PRINCIPAL SECURITIES, INC.	4.74M	Mar 31, 26	+266.35K	10.40%
ENVESTNET ASSET MANAGEMENT INC	4.48M	Mar 31, 26	+212.88K	9.85%
LPL Financial LLC	1.08M	Mar 31, 26	-328.13K	2.36%
WELLS FARGO & COMPANY/MN	986.53K	Mar 31, 26	+346.39K	2.17%
MORGAN STANLEY	680.09K	Mar 31, 26	-15.24K	1.49%
RAYMOND JAMES FINANCIAL INC	635.13K	Mar 31, 26	-109.65K	1.39%
Integrated Wealth Concepts LLC	258.39K	Mar 31, 26	+16.74K	0.57%
Segment Wealth Management, LLC	254.89K	Mar 31, 26	-1.41K	0.56%
Symphony Financial Services, Inc.	242.62K	Mar 31, 26	+13.93K	0.53%
Golden State Wealth Management, LLC	209.70K	Mar 31, 26	+1.74K	0.46%
MERCER GLOBAL ADVISORS INC /ADV	191.88K	Mar 31, 26	-701.73K	0.42%
EP Wealth Advisors, LLC	129.11K	Mar 31, 26	-4.37K	0.28%
COMMONWEALTH EQUITY SERVICES, LLC	124.88K	Mar 31, 26	+9.60K	0.27%
ADVISOR GROUP HOLDINGS, INC.	120.19K	Mar 31, 26	-23.24K	0.26%
ROYAL BANK OF CANADA	117.37K	Mar 31, 26	+30.69K	0.26%
NewEdge Advisors, LLC	100.51K	Mar 31, 26	-213.03K	0.22%
JPMORGAN CHASE & CO	79.79K	Mar 31, 26	+17.10K	0.18%
Legacy CG, LLC	62.17K	Mar 31, 26	-234.03K	0.14%
Wealth Advisors of Iowa, LLC	61.66K	Mar 31, 26	-143.40K	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	59.29K	Mar 31, 26	+2.01K	0.13%
US BANCORP \DE\	53.72K	Mar 31, 26	+7.23K	0.12%
Capital Investment Advisory Services, LLC	52.81K	Mar 31, 26	-219	0.12%
AE Wealth Management LLC	48.22K	Mar 31, 26	+48.22K	0.11%
Smartleaf Asset Management LLC	46.61K	Mar 31, 26	-5.42K	0.10%
Brinker Capital Investments, LLC	43.27K	Mar 31, 26	-263.10K	0.10%
Jackson Wealth Management, LLC	42.60K	Mar 31, 26	-1.82K	0.09%
Cambridge Investment Research Advisors, Inc.	39.84K	Mar 31, 26	-1.70K	0.09%
Cetera Investment Advisers	37.93K	Mar 31, 26	-48.22K	0.08%
CreativeOne Wealth, LLC	36.46K	Mar 31, 26	-3.14K	0.08%
MML INVESTORS SERVICES, LLC	35.53K	Mar 31, 26	-22.82K	0.08%
GREENWOOD CAPITAL ASSOCIATES LLC	35.21K	Mar 31, 26	+4.55K	0.08%
PMG Wealth Management, Inc.	32.93K	Mar 31, 26	-507	0.07%
Richmond Investment Services, LLC	31.88K	Mar 31, 26	-270	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28.76K	Mar 31, 26	-2.63K	0.06%
CITADEL ADVISORS LLC	28.05K	Mar 31, 26	+6.85K	0.06%
MCDONALD PARTNERS LLC	27.91K	Mar 31, 26	+21.40K	0.06%
GTS SECURITIES LLC	26.51K	Mar 31, 26	+8.99K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.84K	Mar 31, 26	-6.51K	0.05%
STIFEL FINANCIAL CORP	22.02K	Mar 31, 26	-1.39K	0.05%
UBS Group AG	21.80K	Mar 31, 26	-349	0.05%
Kestra Advisory Services, LLC	19.99K	Mar 31, 26	-169	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.05K	Mar 31, 26	+17.05K	0.04%
Prospera Financial Services Inc	16.93K	Mar 31, 26	+250	0.04%
CITIZENS FINANCIAL GROUP INC/RI	16.20K	Mar 31, 26	+464	0.04%
CARY STREET PARTNERS FINANCIAL LLC	12.52K	Mar 31, 26	--	0.03%
BANK OF AMERICA CORP /DE/	12.24K	Mar 31, 26	+3.67K	0.03%
JANE STREET GROUP, LLC	12.24K	Mar 31, 26	+12.24K	0.03%
Steward Partners Investment Advisory, LLC	10.99K	Mar 31, 26	+229	0.02%
Cannon Wealth Management Services, LLC	9.37K	Mar 31, 26	-139	0.02%
Kraft, Davis & Associates, LLC	9.24K	Mar 31, 26	--	0.02%
Gotham Asset Management, LLC	9.19K	Mar 31, 26	+1.10K	0.02%
U.S. Capital Wealth Advisors, LLC	8.00K	Mar 31, 26	--	0.02%
HRT FINANCIAL LP	7.33K	Mar 31, 26	+7.33K	0.02%
BLAIR WILLIAM & CO/IL	6.80K	Mar 31, 26	--	0.01%
Stillwater Wealth Management Group	6.79K	Mar 31, 26	-564	0.01%
Advisory Services Network, LLC	6.51K	Mar 31, 26	-609	0.01%
Cornerstone Wealth Management, LLC	6.48K	Mar 31, 26	-207	0.01%
MARSHALL WACE, LLP	5.91K	Mar 31, 26	+5.91K	0.01%
Private Advisor Group, LLC	4.96K	Mar 31, 26	+65	0.01%
Janney Montgomery Scott LLC	4.93K	Mar 31, 26	-14.28K	0.01%
HighTower Advisors, LLC	4.92K	Mar 31, 26	-355	0.01%
Equitable Holdings, Inc.	4.66K	Mar 31, 26	+186	0.01%
Baird Financial Group, Inc.	4.64K	Mar 31, 26	-207	0.01%
Simplicity Wealth,LLC	4.63K	Mar 31, 26	+30	0.01%
Cornerstone Planning Group LLC	4.25K	Mar 31, 26	-3.76K	0.01%
Perennial Investment Advisors, LLC	4.25K	Mar 31, 26	--	0.01%
Independent Advisor Alliance	3.32K	Mar 31, 26	+3.32K	0.01%
ASSETMARK, INC	3.21K	Mar 31, 26	+42	0.01%
Lloyd Advisory Services, LLC.	2.03K	Mar 31, 26	+2.03K	0.00%
Kingdom Financial Group LLC.	2.03K	Mar 31, 26	+2.03K	0.00%
FIFTH THIRD BANCORP	1.24K	Mar 31, 26	+1.24K	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.23K	Mar 31, 26	+1.23K	0.00%
Versant Capital Management, Inc	1.20K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	500	Mar 31, 26	--	0.00%
ABOUND FINANCIAL, LLC	418	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	412	Mar 31, 26	+412	0.00%
FMR LLC	249	Mar 31, 26	+240	0.00%
Pinnacle Bancorp, Inc.	221	Mar 31, 26	+15	0.00%
Russell Investments Group, Ltd.	163	Mar 31, 26	-543	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	147	Mar 31, 26	+147	0.00%
Rockefeller Capital Management L.P.	98	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	54	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	27	Mar 31, 26	--	0.00%
One Capital Management, LLC	--	Mar 31, 26	-7.73K	--
Sanctuary Advisors, LLC	--	Mar 31, 26	-3.02K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-40	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-3.71K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.14K	--
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-26.69K	--
Virtu Financial LLC	--	Mar 31, 26	-22.82K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-367	--
Ethos Financial Group, LLC	--	Mar 31, 26	-111.87K	--
Elevation Capital Advisory, LLC	--	Mar 31, 26	-101.51K	--
Hershey Financial Advisers, LLC	--	Mar 31, 26	-6.96K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-4.92K	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-141.00K	--
O'Brien Wealth Partners LLC	893.72K	Dec 31, 25	-12.42K	1.96%
COMERICA BANK	1.24K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	62	Dec 31, 25	+62	0.00%
AVANTAX ADVISORY SERVICES, INC.	46.47K	Jun 30, 25	+18.30K	0.10%
Iron Horse Wealth Management, LLC	191	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	208.25K	Mar 31, 25	+62.85K	0.46%
Raymond James Financial Services Advisors, Inc.	424.80K	Sep 30, 24	-5.97K	0.93%
RAYMOND JAMES & ASSOCIATES	252.61K	Sep 30, 24	+7.74K	0.55%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	17.61K	Sep 30, 23	+2.51K	0.04%
Advisor Group, Inc.	20.17K	Dec 31, 19	+6.46K	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.81K	Dec 31, 19	-71	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

PRINCIPAL FINANCIAL GROUP INC

30.15M

Mar 31, 26

-1.15M

66.23%

PRINCIPAL SECURITIES, INC.

4.74M

Mar 31, 26

+266.35K

10.40%

ENVESTNET ASSET MANAGEMENT INC

4.48M

Mar 31, 26

+212.88K

9.85%

LPL Financial LLC

1.08M

Mar 31, 26

-328.13K

2.36%

WELLS FARGO & COMPANY/MN

986.53K

Mar 31, 26

+346.39K

2.17%

MORGAN STANLEY

680.09K

Mar 31, 26

-15.24K

1.49%

RAYMOND JAMES FINANCIAL INC

635.13K

Mar 31, 26

-109.65K

1.39%

Integrated Wealth Concepts LLC

258.39K

Mar 31, 26

+16.74K

0.57%

Segment Wealth Management, LLC

254.89K

Mar 31, 26

-1.41K

0.56%

Symphony Financial Services, Inc.

242.62K

Mar 31, 26

+13.93K

0.53%

Golden State Wealth Management, LLC

209.70K

Mar 31, 26

+1.74K

0.46%

MERCER GLOBAL ADVISORS INC /ADV

191.88K

Mar 31, 26

-701.73K

0.42%

EP Wealth Advisors, LLC

129.11K

Mar 31, 26

-4.37K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

124.88K

Mar 31, 26

+9.60K

0.27%

ADVISOR GROUP HOLDINGS, INC.

120.19K

Mar 31, 26

-23.24K

0.26%

ROYAL BANK OF CANADA

117.37K

Mar 31, 26

+30.69K

0.26%

NewEdge Advisors, LLC

100.51K

Mar 31, 26

-213.03K

0.22%

JPMORGAN CHASE & CO

79.79K

Mar 31, 26

+17.10K

0.18%

Legacy CG, LLC

62.17K

Mar 31, 26

-234.03K

0.14%

Wealth Advisors of Iowa, LLC

61.66K

Mar 31, 26

-143.40K

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

59.29K

Mar 31, 26

+2.01K

0.13%

US BANCORP \DE\

53.72K

Mar 31, 26

+7.23K

0.12%

Capital Investment Advisory Services, LLC

52.81K

Mar 31, 26

-219

0.12%

AE Wealth Management LLC

48.22K

Mar 31, 26

+48.22K

0.11%

Smartleaf Asset Management LLC

46.61K

Mar 31, 26

-5.42K

0.10%

Brinker Capital Investments, LLC

43.27K

Mar 31, 26

-263.10K

0.10%

Jackson Wealth Management, LLC

42.60K

Mar 31, 26

-1.82K

0.09%

Cambridge Investment Research Advisors, Inc.

39.84K

Mar 31, 26

-1.70K

0.09%

Cetera Investment Advisers

37.93K

Mar 31, 26

-48.22K

0.08%

CreativeOne Wealth, LLC

36.46K

Mar 31, 26

-3.14K

0.08%

MML INVESTORS SERVICES, LLC

35.53K

Mar 31, 26

-22.82K

0.08%

GREENWOOD CAPITAL ASSOCIATES LLC

35.21K

Mar 31, 26

+4.55K

0.08%

PMG Wealth Management, Inc.

32.93K

Mar 31, 26

-507

0.07%

Richmond Investment Services, LLC

31.88K

Mar 31, 26

-270

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

28.76K

Mar 31, 26

-2.63K

0.06%

CITADEL ADVISORS LLC

28.05K

Mar 31, 26

+6.85K

0.06%

MCDONALD PARTNERS LLC

27.91K

Mar 31, 26

+21.40K

0.06%

GTS SECURITIES LLC

26.51K

Mar 31, 26

+8.99K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.84K

Mar 31, 26

-6.51K

0.05%

STIFEL FINANCIAL CORP

22.02K

Mar 31, 26

-1.39K

0.05%

UBS Group AG

21.80K

Mar 31, 26

-349

0.05%

Kestra Advisory Services, LLC

19.99K

Mar 31, 26

-169

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.05K

Mar 31, 26

+17.05K

0.04%

Prospera Financial Services Inc

16.93K

Mar 31, 26

+250

0.04%

CITIZENS FINANCIAL GROUP INC/RI

16.20K

Mar 31, 26

+464

0.04%

CARY STREET PARTNERS FINANCIAL LLC

12.52K

Mar 31, 26

0.03%

BANK OF AMERICA CORP /DE/

12.24K

Mar 31, 26

+3.67K

0.03%

JANE STREET GROUP, LLC

12.24K

Mar 31, 26

+12.24K

0.03%

Steward Partners Investment Advisory, LLC

10.99K

Mar 31, 26

+229

0.02%

Cannon Wealth Management Services, LLC

9.37K

Mar 31, 26

-139

0.02%

Kraft, Davis & Associates, LLC

9.24K

Mar 31, 26

0.02%

Gotham Asset Management, LLC

9.19K

Mar 31, 26

+1.10K

0.02%

U.S. Capital Wealth Advisors, LLC

8.00K

Mar 31, 26

0.02%

HRT FINANCIAL LP

7.33K

Mar 31, 26

+7.33K

0.02%

BLAIR WILLIAM & CO/IL

6.80K

Mar 31, 26

0.01%

Stillwater Wealth Management Group

6.79K

Mar 31, 26

-564

0.01%

Advisory Services Network, LLC

6.51K

Mar 31, 26

-609

0.01%

Cornerstone Wealth Management, LLC

6.48K

Mar 31, 26

-207

0.01%

MARSHALL WACE, LLP

5.91K

Mar 31, 26

+5.91K

0.01%

Private Advisor Group, LLC

4.96K

Mar 31, 26

+65

0.01%

Janney Montgomery Scott LLC

4.93K

Mar 31, 26

-14.28K

0.01%

HighTower Advisors, LLC

4.92K

Mar 31, 26

-355

0.01%

Equitable Holdings, Inc.

4.66K

Mar 31, 26

+186

0.01%

Baird Financial Group, Inc.

4.64K

Mar 31, 26

-207

0.01%

Simplicity Wealth,LLC

4.63K

Mar 31, 26

+30

0.01%

Cornerstone Planning Group LLC

4.25K

Mar 31, 26

-3.76K

0.01%

Perennial Investment Advisors, LLC

4.25K

Mar 31, 26

0.01%

Independent Advisor Alliance

3.32K

Mar 31, 26

+3.32K

0.01%

ASSETMARK, INC

3.21K

Mar 31, 26

+42

0.01%

Lloyd Advisory Services, LLC.

2.03K

Mar 31, 26

+2.03K

0.00%

Kingdom Financial Group LLC.

2.03K

Mar 31, 26

+2.03K

0.00%

FIFTH THIRD BANCORP

1.24K

Mar 31, 26

+1.24K

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.23K

Mar 31, 26

+1.23K

0.00%

Versant Capital Management, Inc

1.20K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

500

Mar 31, 26

0.00%

ABOUND FINANCIAL, LLC

418

Mar 31, 26

0.00%

Parallel Advisors, LLC

412

Mar 31, 26

+412

0.00%

FMR LLC

249

Mar 31, 26

+240

0.00%

Pinnacle Bancorp, Inc.

221

Mar 31, 26

+15

0.00%

Russell Investments Group, Ltd.

163

Mar 31, 26

-543

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

147

Mar 31, 26

+147

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

One Capital Management, LLC

Mar 31, 26

-7.73K

Sanctuary Advisors, LLC

Mar 31, 26

-3.02K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-40

Cape Investment Advisory, Inc.

Mar 31, 26

-3.71K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.14K

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-26.69K

Virtu Financial LLC

Mar 31, 26

-22.82K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-367

Ethos Financial Group, LLC

Mar 31, 26

-111.87K

Elevation Capital Advisory, LLC

Mar 31, 26

-101.51K

Hershey Financial Advisers, LLC

Mar 31, 26

-6.96K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-4.92K

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-141.00K

O'Brien Wealth Partners LLC

893.72K

Dec 31, 25

-12.42K

1.96%

COMERICA BANK

1.24K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+62

0.00%

AVANTAX ADVISORY SERVICES, INC.

46.47K

Jun 30, 25

+18.30K

0.10%

Iron Horse Wealth Management, LLC

191

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

208.25K

Mar 31, 25

+62.85K

0.46%

Raymond James Financial Services Advisors, Inc.

424.80K

Sep 30, 24

-5.97K

0.93%

RAYMOND JAMES & ASSOCIATES

252.61K

Sep 30, 24

+7.74K

0.55%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

17.61K

Sep 30, 23

+2.51K

0.04%

Advisor Group, Inc.

20.17K

Dec 31, 19

+6.46K

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.81K

Dec 31, 19

-71

0.00%