Who Owns Principal U.S. Mega-Cap ETF (USMC)?Hedge Fund & Institutional Holders

$65.64-0.50 (-0.75%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.958167306000292e+215T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$50.94$55.67$60.39$65.12$69.85Jul 24May 25Mar 26

USMC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+31.3M+$2.1B
ENVESTNET ASSET MANAGEMENT INCNew Position+4.3M+$292.0M
O'Brien Wealth Partners LLCNew Position+894K+$61.2M
Legacy CG, LLCNew Position+296K+$20.3M
Segment Wealth Management, LLCNew Position+256K+$17.5M
Golden State Wealth Management, LLCNew Position+208K+$14.2M
EP Wealth Advisors, LLCNew Position+133K+$9.0M
Ethos Financial Group, LLCNew Position+112K+$7.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+115K+$7.0M
Elevation Capital Advisory, LLCNew Position+102K+$6.9M
Henderson Brothers Financial Partners, LLCNew Position+78K+$5.3M
Capital Investment Advisory Services, LLCNew Position+53K+$3.6M
Smartleaf Asset Management LLCNew Position+52K+$3.0M
PMG Wealth Management, Inc.New Position+33K+$2.3M
GREENWOOD CAPITAL ASSOCIATES LLCNew Position+31K+$2.1M

USMC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MERCER GLOBAL ADVISORS INC /ADVDecreased-11K-$61.6B
RAYMOND JAMES FINANCIAL INCDecreased-17K-$51.9B
NewEdge Advisors, LLCDecreased-146K-$31.3B
Wealth Advisors of Iowa, LLCDecreased-3K-$14.1B
UBS Group AGDecreased-37K-$4.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-29K-$2.0B
CITADEL ADVISORS LLCDecreased-4K-$1.7B
Gotham Asset Management, LLCDecreased-11K-$1.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-16K-$1.3B
CARY STREET PARTNERS FINANCIAL LLCDecreased-584-$892.2M
Steward Partners Investment Advisory, LLCDecreased-526-$769.6M
BANK OF AMERICA CORP /DE/Decreased-2K-$739.1M
Cannon Wealth Management Services, LLCDecreased-148-$657.8M
Stillwater Wealth Management GroupDecreased-1K-$595.8M
Private Advisor Group, LLCDecreased-102-$340.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC28,617,590$2.0B1.00%Share
2PRINCIPAL SECURITIES, INC.4,470,607$306.0M4.72%Share
3ENVESTNET ASSET MANAGEMENT INC4,271,668$292.0M0.09%Share
4PRINCIPAL FINANCIAL GROUP INC2,682,062$183.6M0.09%Share
5LPL Financial LLC1,404,127$96.0M0.03%Share
6O'Brien Wealth Partners LLC893,720$61.2M8.09%Share
7MERCER GLOBAL ADVISORS INC /ADV893,610$61.0M0.09%Share
8MORGAN STANLEY694,992$47.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC509,624$34.0M0.01%Share
10WELLS FARGO & COMPANY/MN321,462$22.0M0.00%Share
11NewEdge Advisors, LLC313,540$21.0M0.08%Share
12WELLS FARGO & COMPANY/MN318,675$21.0M0.00%Share
13Legacy CG, LLC296,195$20.3M5.68%Share
14Orion Porfolio Solutions, LLC306,368$20.0M0.15%Share
15Segment Wealth Management, LLC256,306$17.5M1.02%Share
16RAYMOND JAMES FINANCIAL INC235,159$16.0M0.00%Share
17Integrated Wealth Concepts LLC241,652$16.0M0.19%Share
18Symphony Financial Services, Inc.228,694$15.7M8.03%Share
19Golden State Wealth Management, LLC207,963$14.2M1.50%Share
20Wealth Advisors of Iowa, LLC205,062$14.0M4.61%Share
21OSAIC HOLDINGS, INC.143,433$9.0M0.01%Share
22TWO SIGMA INVESTMENTS, LP141,000$9.0M0.01%Share
23EP Wealth Advisors, LLC133,476$9.0M0.05%Share
24Ethos Financial Group, LLC111,872$7.7M0.57%Share
25COMMONWEALTH EQUITY SERVICES, LLC115,282$7.0M0.01%Share
26Elevation Capital Advisory, LLC101,514$6.9M2.84%Share
27Henderson Brothers Financial Partners, LLC77,575$5.3M2.66%Share
28Cetera Investment Advisers86,151$5.0M0.01%Share
29ROYAL BANK OF CANADA86,684$5.0M0.00%Share
30JPMORGAN CHASE & CO62,495$4.0M0.00%Share
31Capital Investment Advisory Services, LLC53,034$3.6M0.26%Share
32US BANCORP \DE\46,489$3.2M0.00%Share
33Jackson Wealth Management, LLC44,418$3.0M0.30%Share
34Smartleaf Asset Management LLC52,031$3.0M0.11%Share
35&PARTNERS57,277$3.0M0.02%Share
36MML INVESTORS SERVICES, LLC58,352$3.0M0.01%Share
37PMG Wealth Management, Inc.33,438$2.3M1.68%Share
38Richmond Investment Services, LLC32,147$2.2M0.38%Share
39GREENWOOD CAPITAL ASSOCIATES LLC30,658$2.1M0.23%Share
40WEALTH ENHANCEMENT ADVISORY SERVICES, LLC30,356$2.1M0.00%Share
41Cambridge Investment Research Advisors, Inc.41,538$2.0M0.01%Share
42CreativeOne Wealth, LLC39,600$2.0M0.05%Share
43SILVER OAK SECURITIES, INCORPORATED26,687$1.8M0.12%Share
44Virtu Financial LLC22,824$1.6M0.06%Share
45UBS Group AG22,153$1.5M0.00%Share
46CITIZENS FINANCIAL GROUP INC/RI15,734$1.1M0.01%Share
47Janney Montgomery Scott LLC19,204$1.0M0.00%Share
48CITADEL ADVISORS LLC21,200$1.0M0.00%Share
49Prospera Financial Services Inc16,678$1.0M0.02%Share
50Kestra Advisory Services, LLC20,161$1.0M0.00%Share

USMC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202588$3.4B+32
Q3 202556$742.2B-13
Q2 202569$3.2T+2
Q1 202567$2.6T+11
Q4 202456$290.2T+20
Q3 202436$580.0T+7
Q2 202429$538.0T-1
Q1 202430$454.7T—

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As of Q4 2025, 50 institutional investors hold USMC (Principal U.S. Mega-Cap ETF). The largest holder is PRINCIPAL FINANCIAL GROUP INC with $2.0B in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own USMC?

As of Q4 2025, 50 institutional investors report holding USMC (Principal U.S. Mega-Cap ETF) in their 13F filings.

Who is the largest institutional holder of USMC?

The largest institutional holder of USMC is PRINCIPAL FINANCIAL GROUP INC with $2.0B in shares.

Is institutional ownership of USMC increasing or decreasing?

This quarter, 15 institutions opened new positions in USMC and 1 closed their positions.