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

$77.11—Stale · unknown old

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

NASDAQ • Last print unknown ago

$77.11—Stale · unknown old

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USMC(USMC)

USMC

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Institutional Ownership

Top 109 Institutional Holders

Holder	Shares	Date	Change	% Held
PRINCIPAL FINANCIAL GROUP INC	32.30M	Jun 30, 26	+2.15M	68.05%
PRINCIPAL SECURITIES, INC.	4.82M	Jun 30, 26	+86.57K	10.16%
ENVESTNET ASSET MANAGEMENT INC	4.58M	Jun 30, 26	+91.19K	9.64%
LPL Financial LLC	1.07M	Jun 30, 26	-6.28K	2.25%
WELLS FARGO & COMPANY/MN	1.03M	Jun 30, 26	+41.93K	2.17%
MORGAN STANLEY	691.78K	Jun 30, 26	+11.69K	1.46%
RAYMOND JAMES FINANCIAL INC	635.41K	Jun 30, 26	+280	1.34%
Integrated Wealth Concepts LLC	472.32K	Jun 30, 26	+213.93K	1.00%
Oasis Advisors, LLC	270.67K	Jun 30, 26	-6.84M	0.57%
Segment Wealth Management, LLC	267.03K	Jun 30, 26	+12.14K	0.56%
Symphony Financial Services, Inc.	249.86K	Jun 30, 26	+7.24K	0.53%
Golden State Wealth Management, LLC	213.61K	Jun 30, 26	+3.91K	0.45%
ADVISOR GROUP HOLDINGS, INC.	210.43K	Jun 30, 26	+90.24K	0.44%
NewEdge Advisors, LLC	199.96K	Jun 30, 26	-100.87K	0.42%
MERCER GLOBAL ADVISORS INC /ADV	185.79K	Jun 30, 26	-6.10K	0.39%
EP Wealth Advisors, LLC	130.89K	Jun 30, 26	+1.78K	0.28%
Ameritas Advisory Services, LLC	91.98K	Jun 30, 26	+91.98K	0.19%
JPMORGAN CHASE & CO	83.87K	Jun 30, 26	+4.08K	0.18%
ROYAL BANK OF CANADA	75.95K	Jun 30, 26	-41.43K	0.16%
US BANCORP \DE\	60.91K	Jun 30, 26	+7.20K	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	60.53K	Jun 30, 26	+1.24K	0.13%
MCDONALD PARTNERS LLC	60.00K	Jun 30, 26	+32.09K	0.13%
Wealth Advisors of Iowa, LLC	56.56K	Jun 30, 26	-5.09K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	56.40K	Jun 30, 26	-68.48K	0.12%
Capital Investment Advisory Services, LLC	53.13K	Jun 30, 26	+319	0.11%
Smartleaf Asset Management LLC	46.61K	Jun 30, 26	--	0.10%
GREENWOOD CAPITAL ASSOCIATES LLC	43.88K	Jun 30, 26	+8.67K	0.09%
Cetera Investment Advisers	42.95K	Jun 30, 26	+5.02K	0.09%
Cambridge Investment Research Advisors, Inc.	41.44K	Jun 30, 26	+1.60K	0.09%
CreativeOne Wealth, LLC	36.76K	Jun 30, 26	+298	0.08%
MML INVESTORS SERVICES, LLC	36.32K	Jun 30, 26	+784	0.08%
PMG Wealth Management, Inc.	33.51K	Jun 30, 26	+574	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.13K	Jun 30, 26	+11.08K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24.34K	Jun 30, 26	-4.43K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.84K	Jun 30, 26	+2	0.05%
BANK OF AMERICA CORP /DE/	23.12K	Jun 30, 26	+10.88K	0.05%
STIFEL FINANCIAL CORP	22.00K	Jun 30, 26	-28	0.05%
Private Advisor Group, LLC	21.23K	Jun 30, 26	+16.28K	0.04%
UBS Group AG	19.84K	Jun 30, 26	-1.96K	0.04%
Kestra Advisory Services, LLC	19.27K	Jun 30, 26	-723	0.04%
Qube Research & Technologies Ltd	16.99K	Jun 30, 26	+16.99K	0.04%
Prospera Financial Services Inc	16.94K	Jun 30, 26	+10	0.04%
GOLDMAN SACHS GROUP INC	16.73K	Jun 30, 26	+16.73K	0.04%
CITIZENS FINANCIAL GROUP INC/RI	16.37K	Jun 30, 26	+172	0.03%
Richmond Investment Services, LLC	15.77K	Jun 30, 26	-16.11K	0.03%
GTS SECURITIES LLC	13.25K	Jun 30, 26	-13.26K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	12.52K	Jun 30, 26	--	0.03%
Steward Partners Investment Advisory, LLC	11.28K	Jun 30, 26	+284	0.02%
Cannon Wealth Management Services, LLC	9.37K	Jun 30, 26	+1	0.02%
Kraft, Davis & Associates, LLC	9.24K	Jun 30, 26	--	0.02%
Gotham Asset Management, LLC	8.14K	Jun 30, 26	-1.05K	0.02%
SRS Capital Advisors, Inc.	8.00K	Jun 30, 26	+8.00K	0.02%
BLAIR WILLIAM & CO/IL	7.07K	Jun 30, 26	+263	0.01%
Advisory Services Network, LLC	6.74K	Jun 30, 26	+232	0.01%
Brinker Capital Investments, LLC	6.68K	Jun 30, 26	-36.59K	0.01%
BASSO CAPITAL MANAGEMENT, L.P.	6.62K	Jun 30, 26	+6.62K	0.01%
Cornerstone Wealth Management, LLC	6.33K	Jun 30, 26	-149	0.01%
Jackson Wealth Management, LLC	5.78K	Jun 30, 26	-36.82K	0.01%
HighTower Advisors, LLC	5.78K	Jun 30, 26	+860	0.01%
Simplicity Wealth,LLC	5.06K	Jun 30, 26	+425	0.01%
Janney Montgomery Scott LLC	4.95K	Jun 30, 26	+22	0.01%
Baird Financial Group, Inc.	4.32K	Jun 30, 26	-321	0.01%
Perennial Investment Advisors, LLC	4.25K	Jun 30, 26	--	0.01%
Cornerstone Planning Group LLC	4.20K	Jun 30, 26	-48	0.01%
Equitable Holdings, Inc.	4.11K	Jun 30, 26	-549	0.01%
ASSETMARK, INC	3.84K	Jun 30, 26	+631	0.01%
D. E. Shaw & Co., Inc.	3.39K	Jun 30, 26	+3.39K	0.01%
MARSHALL WACE, LLP	2.74K	Jun 30, 26	-3.16K	0.01%
JANE STREET GROUP, LLC	2.72K	Jun 30, 26	-9.52K	0.01%
Concorde Asset Management, LLC	2.70K	Jun 30, 26	+2.70K	0.01%
Cape Investment Advisory, Inc.	2.41K	Jun 30, 26	+2.41K	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.37K	Jun 30, 26	+143	0.00%
FIFTH THIRD BANCORP	1.24K	Jun 30, 26	--	0.00%
FMR LLC	1.16K	Jun 30, 26	+906	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.08K	Jun 30, 26	+1.08K	0.00%
Regatta Research & Money Management	609	Jun 30, 26	+609	0.00%
Farther Finance Advisors, LLC	544	Jun 30, 26	+544	0.00%
CoreCap Advisors, LLC	500	Jun 30, 26	--	0.00%
ABOUND FINANCIAL, LLC	418	Jun 30, 26	--	0.00%
CITIGROUP INC	367	Jun 30, 26	+367	0.00%
Pinnacle Bancorp, Inc.	215	Jun 30, 26	-6	0.00%
Rockefeller Capital Management L.P.	98	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	54	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	44	Jun 30, 26	-119	0.00%
HARBOUR INVESTMENTS, INC.	27	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	--	Jun 30, 26	-2.03K	--
AE Wealth Management LLC	--	Jun 30, 26	-48.22K	--
Versant Capital Management, Inc	--	Jun 30, 26	-1.20K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-2.03K	--
Parallel Advisors, LLC	--	Jun 30, 26	-412	--
Centennial Advisors, LLC	--	Jun 30, 26	-7.22K	--
Legacy CG, LLC	--	Jun 30, 26	-62.17K	--
Independent Advisor Alliance	--	Jun 30, 26	-3.32K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-28.05K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-147	--
HRT FINANCIAL LP	--	Jun 30, 26	-7.33K	--
MCGUIRE CAPITAL ADVISORS INC	--	Jun 30, 26	-18	--
U.S. Capital Wealth Advisors, LLC	8.00K	Mar 31, 26	--	0.02%
Stillwater Wealth Management Group	6.79K	Mar 31, 26	-564	0.01%
O'Brien Wealth Partners LLC	893.72K	Dec 31, 25	-12.42K	1.88%
COMERICA BANK	1.24K	Dec 31, 25	--	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	0.44%
Raymond James Financial Services Advisors, Inc.	424.80K	Sep 30, 24	-5.97K	0.89%
RAYMOND JAMES & ASSOCIATES	252.61K	Sep 30, 24	+7.74K	0.53%
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%

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Holder

Date

Change

% Held

PRINCIPAL FINANCIAL GROUP INC

32.30M

Jun 30, 26

+2.15M

68.05%

PRINCIPAL SECURITIES, INC.

4.82M

Jun 30, 26

+86.57K

10.16%

ENVESTNET ASSET MANAGEMENT INC

4.58M

Jun 30, 26

+91.19K

9.64%

LPL Financial LLC

1.07M

Jun 30, 26

-6.28K

2.25%

WELLS FARGO & COMPANY/MN

1.03M

Jun 30, 26

+41.93K

2.17%

MORGAN STANLEY

691.78K

Jun 30, 26

+11.69K

1.46%

RAYMOND JAMES FINANCIAL INC

635.41K

Jun 30, 26

+280

1.34%

Integrated Wealth Concepts LLC

472.32K

Jun 30, 26

+213.93K

1.00%

Oasis Advisors, LLC

270.67K

Jun 30, 26

-6.84M

0.57%

Segment Wealth Management, LLC

267.03K

Jun 30, 26

+12.14K

0.56%

Symphony Financial Services, Inc.

249.86K

Jun 30, 26

+7.24K

0.53%

Golden State Wealth Management, LLC

213.61K

Jun 30, 26

+3.91K

0.45%

ADVISOR GROUP HOLDINGS, INC.

210.43K

Jun 30, 26

+90.24K

0.44%

NewEdge Advisors, LLC

199.96K

Jun 30, 26

-100.87K

0.42%

MERCER GLOBAL ADVISORS INC /ADV

185.79K

Jun 30, 26

-6.10K

0.39%

EP Wealth Advisors, LLC

130.89K

Jun 30, 26

+1.78K

0.28%

Ameritas Advisory Services, LLC

91.98K

Jun 30, 26

+91.98K

0.19%

JPMORGAN CHASE & CO

83.87K

Jun 30, 26

+4.08K

0.18%

ROYAL BANK OF CANADA

75.95K

Jun 30, 26

-41.43K

0.16%

US BANCORP \DE\

60.91K

Jun 30, 26

+7.20K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

60.53K

Jun 30, 26

+1.24K

0.13%

MCDONALD PARTNERS LLC

60.00K

Jun 30, 26

+32.09K

0.13%

Wealth Advisors of Iowa, LLC

56.56K

Jun 30, 26

-5.09K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

56.40K

Jun 30, 26

-68.48K

0.12%

Capital Investment Advisory Services, LLC

53.13K

Jun 30, 26

+319

0.11%

Smartleaf Asset Management LLC

46.61K

Jun 30, 26

0.10%

GREENWOOD CAPITAL ASSOCIATES LLC

43.88K

Jun 30, 26

+8.67K

0.09%

Cetera Investment Advisers

42.95K

Jun 30, 26

+5.02K

0.09%

Cambridge Investment Research Advisors, Inc.

41.44K

Jun 30, 26

+1.60K

0.09%

CreativeOne Wealth, LLC

36.76K

Jun 30, 26

+298

0.08%

MML INVESTORS SERVICES, LLC

36.32K

Jun 30, 26

+784

0.08%

PMG Wealth Management, Inc.

33.51K

Jun 30, 26

+574

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.13K

Jun 30, 26

+11.08K

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

24.34K

Jun 30, 26

-4.43K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.84K

Jun 30, 26

0.05%

BANK OF AMERICA CORP /DE/

23.12K

Jun 30, 26

+10.88K

0.05%

STIFEL FINANCIAL CORP

22.00K

Jun 30, 26

-28

0.05%

Private Advisor Group, LLC

21.23K

Jun 30, 26

+16.28K

0.04%

UBS Group AG

19.84K

Jun 30, 26

-1.96K

0.04%

Kestra Advisory Services, LLC

19.27K

Jun 30, 26

-723

0.04%

Qube Research & Technologies Ltd

16.99K

Jun 30, 26

+16.99K

0.04%

Prospera Financial Services Inc

16.94K

Jun 30, 26

+10

0.04%

GOLDMAN SACHS GROUP INC

16.73K

Jun 30, 26

+16.73K

0.04%

CITIZENS FINANCIAL GROUP INC/RI

16.37K

Jun 30, 26

+172

0.03%

Richmond Investment Services, LLC

15.77K

Jun 30, 26

-16.11K

0.03%

GTS SECURITIES LLC

13.25K

Jun 30, 26

-13.26K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

12.52K

Jun 30, 26

0.03%

Steward Partners Investment Advisory, LLC

11.28K

Jun 30, 26

+284

0.02%

Cannon Wealth Management Services, LLC

9.37K

Jun 30, 26

0.02%

Kraft, Davis & Associates, LLC

9.24K

Jun 30, 26

0.02%

Gotham Asset Management, LLC

8.14K

Jun 30, 26

-1.05K

0.02%

SRS Capital Advisors, Inc.

8.00K

Jun 30, 26

+8.00K

0.02%

BLAIR WILLIAM & CO/IL

7.07K

Jun 30, 26

+263

0.01%

Advisory Services Network, LLC

6.74K

Jun 30, 26

+232

0.01%

Brinker Capital Investments, LLC

6.68K

Jun 30, 26

-36.59K

0.01%

BASSO CAPITAL MANAGEMENT, L.P.

6.62K

Jun 30, 26

+6.62K

0.01%

Cornerstone Wealth Management, LLC

6.33K

Jun 30, 26

-149

0.01%

Jackson Wealth Management, LLC

5.78K

Jun 30, 26

-36.82K

0.01%

HighTower Advisors, LLC

5.78K

Jun 30, 26

+860

0.01%

Simplicity Wealth,LLC

5.06K

Jun 30, 26

+425

0.01%

Janney Montgomery Scott LLC

4.95K

Jun 30, 26

+22

0.01%

Baird Financial Group, Inc.

4.32K

Jun 30, 26

-321

0.01%

Perennial Investment Advisors, LLC

4.25K

Jun 30, 26

0.01%

Cornerstone Planning Group LLC

4.20K

Jun 30, 26

-48

0.01%

Equitable Holdings, Inc.

4.11K

Jun 30, 26

-549

0.01%

ASSETMARK, INC

3.84K

Jun 30, 26

+631

0.01%

D. E. Shaw & Co., Inc.

3.39K

Jun 30, 26

+3.39K

0.01%

MARSHALL WACE, LLP

2.74K

Jun 30, 26

-3.16K

0.01%

JANE STREET GROUP, LLC

2.72K

Jun 30, 26

-9.52K

0.01%

Concorde Asset Management, LLC

2.70K

Jun 30, 26

+2.70K

0.01%

Cape Investment Advisory, Inc.

2.41K

Jun 30, 26

+2.41K

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.37K

Jun 30, 26

+143

0.00%

FIFTH THIRD BANCORP

1.24K

Jun 30, 26

0.00%

FMR LLC

1.16K

Jun 30, 26

+906

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Regatta Research & Money Management

609

Jun 30, 26

+609

0.00%

Farther Finance Advisors, LLC

544

Jun 30, 26

+544

0.00%

CoreCap Advisors, LLC

500

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

418

Jun 30, 26

0.00%

CITIGROUP INC

367

Jun 30, 26

+367

0.00%

Pinnacle Bancorp, Inc.

215

Jun 30, 26

-6

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-119

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-2.03K

AE Wealth Management LLC

Jun 30, 26

-48.22K

Versant Capital Management, Inc

Jun 30, 26

-1.20K

Lloyd Advisory Services, LLC.

Jun 30, 26

-2.03K

Parallel Advisors, LLC

Jun 30, 26

-412

Centennial Advisors, LLC

Jun 30, 26

-7.22K

Legacy CG, LLC

Jun 30, 26

-62.17K

Independent Advisor Alliance

Jun 30, 26

-3.32K

CITADEL ADVISORS LLC

Jun 30, 26

-28.05K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-147

HRT FINANCIAL LP

Jun 30, 26

-7.33K

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

-18

U.S. Capital Wealth Advisors, LLC

8.00K

Mar 31, 26

0.02%

Stillwater Wealth Management Group

6.79K

Mar 31, 26

-564

0.01%

O'Brien Wealth Partners LLC

893.72K

Dec 31, 25

-12.42K

1.88%

COMERICA BANK

1.24K

Dec 31, 25

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

0.44%

Raymond James Financial Services Advisors, Inc.

424.80K

Sep 30, 24

-5.97K

0.89%

RAYMOND JAMES & ASSOCIATES

252.61K

Sep 30, 24

+7.74K

0.53%

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%