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Principal US Mega-Cap ETF (USMC)

CUSIP: 74255Y870 | NYSE | 171 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Principal Financial Group Inc51,012,359
2.0% of portfolio›$3.9B
Segment Wealth Management, LLC266,962
1.1% of portfolio›$20.5M
Golden State Wealth Management, LLC217,482
1.5% of portfolio›$16.7M
Mcdonald Partners LLC76,224
1.4% of portfolio›$5.8M
US Bancorp \de\65,795
0.0% of portfolio›$5.0M
Capital Investment Advisory Services, LLC57,352
0.3% of portfolio›$4.4M
Commonwealth Equity Services, LLC54,865
0.0% of portfolio›$4.2M
Greenwood Capital Associates LLC48,932
0.4% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.45,255
0.0% of portfolio›$3.5K
Wealth Enhancement Advisory Services, LLC25,046
0.0% of portfolio›$1.9M
Citizens Financial Group Inc19,343
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC18,674
0.0% of portfolio›$1.4M
Elevation Capital Advisory, LLC18,657
0.6% of portfolio›$1.4M
Prospera Financial Services Inc16,957
0.0% of portfolio›$1.3M
Richmond Investment Services, LLC16,058
0.4% of portfolio›$1.2M
Farther Finance Advisors, LLC10,066
0.0% of portfolio›$772.2K
Kraft, Davis & Associates, LLC9,241
0.1% of portfolio›$709.4K
Basso Capital Management, L.P.6,617
0.1% of portfolio›$507.6K
Centennial Advisors, LLC6,169
0.6% of portfolio›$473.2K
Cornerstone Wealth Management, LLC6,030
0.0% of portfolio›$462.6K
Simplicity Wealth,LLC4,729
0.0% of portfolio›$362.7K
Oasis Advisors, LLC4,608
0.1% of portfolio›$353.5K
Creative Financial Designs Inc4,542
0.0% of portfolio›$348.4K
Cornerstone Planning Group LLC4,208
0.0% of portfolio›$328.7K
Fifth Third Securities, Inc.4,098
0.0% of portfolio›$314.4K
Assetmark, Inc3,837
0.0% of portfolio›$294.3K
Cape Investment Advisory, Inc.2,377
0.0% of portfolio›$182.3K
Kingdom Financial Group Llc.1,616
0.0% of portfolio›$124.0K
Lloyd Advisory Services, Llc.1,437
0.0% of portfolio›$110.2K
Fifth Third Bancorp1,114
0.0% of portfolio›$85.5K
Compass Financial Management LLC1,082
0.0% of portfolio›$83.0K
Ascentis Independent Advisors520
0.0% of portfolio›$39.9K
CoreCap Advisors, LLC500
0.0% of portfolio›$38.4K
William Mack & Associates, Inc.267
0.0% of portfolio›$20.5K
Pinnacle Bancorp, Inc.210
0.0% of portfolio›$16.1K
Center for Financial Planning, Inc.98
0.0% of portfolio›$7.5K
StyleTurnoverLocationFiled
Principal Financial Group Inc
51,012,359$3.9B2.0%CoreLowDes Moines, IA2026-11-02
Segment Wealth Management, LLC
266,962$20.5M1.1%CoreLowHouston, TX2026-10-26
Golden State Wealth Management, LLC
217,482$16.7M1.5%ETFMediumSanta Ana, CA2026-11-02
Mcdonald Partners LLC
76,224$5.8M1.4%CoreLowCleveland, OH2026-11-03
US Bancorp \de\
65,795$5.0M0.0%IndexLowMinneapolis, MN2026-11-05
Capital Investment Advisory Services, LLC
57,352$4.4M0.3%CoreMediumRaleigh, NC2026-10-30
Commonwealth Equity Services, LLC
54,865$4.2M0.0%ETFLowWaltham, MA2026-11-02
Greenwood Capital Associates LLC
48,932$3.8M0.4%CoreMediumGreenwood, SC2026-10-27
Cambridge Investment Research Advisors, Inc.
45,255$3.5K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
25,046$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Citizens Financial Group Inc
19,343$1.5M0.0%GrowthLowProvidence, RI2026-10-23
Kestra Advisory Services, LLC
18,674$1.4M0.0%CoreLowAustin, TX2026-11-02
Elevation Capital Advisory, LLC
18,657$1.4M0.6%ETFVery HighBend, OR2026-10-29
Prospera Financial Services Inc
16,957$1.3M0.0%CoreMediumDallas, TX2026-11-04
Richmond Investment Services, LLC
16,058$1.2M0.4%ETFLowMequon, WI2026-10-29
Farther Finance Advisors, LLC
10,066$772.2K0.0%IndexLowSan Francisco, CA2026-10-08
Kraft, Davis & Associates, LLC
9,241$709.4K0.1%ETFMediumSt. Louis, MO2026-10-21
Basso Capital Management, L.P.
6,617$507.6K0.1%ETFMediumStamford, CT2026-10-30
Centennial Advisors, LLC
6,169$473.2K0.6%ETFHighAustin, TX2026-10-21
Cornerstone Wealth Management, LLC
6,030$462.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Simplicity Wealth,LLC
4,729$362.7K0.0%ETFLowSummit, NJ2026-10-23
Oasis Advisors, LLC
4,608$353.5K0.1%ETFMediumForest City, IA2026-10-16
Creative Financial Designs Inc
4,542$348.4K0.0%ETFMediumKokomo, IN2026-11-04
Cornerstone Planning Group LLC
4,208$328.7K0.0%ETFMediumFairfield, NJ2026-10-16
Fifth Third Securities, Inc.
4,098$314.4K0.0%ETFLowCincinnati, OH2026-10-21
Assetmark, Inc
3,837$294.3K0.0%ETFLowConcord, CA2026-10-21
Cape Investment Advisory, Inc.
2,377$182.3K0.0%ETFLowMcdonough, GA2026-10-13
Kingdom Financial Group Llc.
1,616$124.0K0.0%ETFMediumPeoria, AZ2026-11-04
Lloyd Advisory Services, Llc.
1,437$110.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Fifth Third Bancorp
1,114$85.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Compass Financial Management LLC
1,082$83.0K0.0%CoreN/ATampa, FL2026-10-30
Ascentis Independent Advisors
520$39.9K0.0%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
500$38.4K0.0%ETFMediumSouthfield, MI2026-10-08
William Mack & Associates, Inc.
267$20.5K0.0%ETFLowTroy, MI2026-10-27
Pinnacle Bancorp, Inc.
210$16.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Center for Financial Planning, Inc.
98$7.5K0.0%ETFLowSouthfied, MI2026-10-26