Who Owns USMC?
Principal U.S. Mega-Cap ETF — Institutional Ownership & 13F Holdings
$69.58
-0.21 (-0.31%)
Market Cap
$3.0B
Shares Outstanding
44,527,434
Institutional Holders
67
Total Inst. Value
$3.1B
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
19
Closed Positions
8
Increased
29
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.7B | 30,081,870 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $827.5M | 14,574 |
| 3 | PRINCIPAL SECURITIES, INC. | $262.2M | 4,368,167 |
| 4 | O'Brien Wealth Partners LLC | $52.5M | 925,108 |
| 5 | RAYMOND JAMES FINANCIAL INC | $45.0M | 792,091 |
| 6 | WELLS FARGO & COMPANY/MN | $32.9M | 579,073 |
| 7 | MORGAN STANLEY | $32.9M | 579,045 |
| 8 | Golden State Wealth Management, LLC | $21.8M | 383,198 |
| 9 | Legacy CG, LLCNew | $17.4M | 306,802 |
| 10 | NewEdge Advisors, LLC | $15.4M | 271,318 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | +1K | $262.2M |
| RAYMOND JAMES FINANCIAL INC | +112K | $45.0M |
| WELLS FARGO & COMPANY/MN | +291K | $32.9M |
| MORGAN STANLEY | +110K | $32.9M |
| Golden State Wealth Management, LLC | +198K | $21.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | -994K | $1.7B |
| ENVESTNET ASSET MANAGEMENT INC | -158K | $231K |
| O'Brien Wealth Partners LLC | -39K | $52.5M |
| Kestra Advisory Services, LLC | -22K | $3K |
| Wealth Advisors of Iowa, LLC | -8K | $1.9M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold USMC?
As of Q1 2025, 67 institutional investors report holding USMC (Principal U.S. Mega-Cap ETF) in their 13F filings.
Which hedge fund owns the most USMC?
The largest institutional holder of USMC is PRINCIPAL FINANCIAL GROUP INC with $1.7B in shares.
Are institutions buying or selling USMC?
This quarter, 19 institutions opened new positions in USMC and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.