Who Owns Principal Exchange-Traded Funds U.S. Mega-Cap Etf (USMC)? -- Institutional Holders (2026-03-31)
101 institutions reported holding $2.97B of Principal Exchange-Traded Funds U.S. Mega-Cap Etf (USMC) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($1.94B), PRINCIPAL SECURITIES, INC. ($304.6M), ENVESTNET ASSET MANAGEMENT INC ($288.4M), LPL Financial LLC ($69.2M), WELLS FARGO & COMPANY/MN ($63.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.94B | 30.2M | Trimmed |
| 2 | PRINCIPAL SECURITIES, INC. | $304.6M | 4.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $288.4M | 4.5M | Added |
| 4 | LPL Financial LLC | $69.2M | 1.1M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $63.4M | 986,527 | Added |
| 6 | MORGAN STANLEY | $43.7M | 680,091 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.8M | 635,132 | Trimmed |
| 8 | Oasis Advisors, LLC | $19.1M | 7.1M | Added |
| 9 | Integrated Wealth Concepts LLC | $16.6M | 258,390 | Added |
| 10 | Segment Wealth Management, LLC | $16.4M | 254,893 | Trimmed |
| 11 | Symphony Financial Services, Inc. | $15.6M | 242,619 | Added |
| 12 | Golden State Wealth Management, LLC | $13.5M | 209,703 | Added |
| 13 | NewEdge Advisors, LLC | $13.0M | 100,514 | Trimmed |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 191,884 | Trimmed |
| 15 | EP Wealth Advisors, LLC | $8.3M | 129,107 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 124,879 | Added |
| 17 | OSAIC HOLDINGS, INC. | $7.7M | 120,191 | Trimmed |
| 18 | Royal Bank of Canada | $7.5M | 117,374 | Added |
| 19 | JPMORGAN CHASE & CO | $5.0M | 79,794 | Added |
| 20 | Legacy CG, LLC | $4.0M | 62,166 | Trimmed |
| 21 | Wealth Advisors of Iowa, LLC | $4.0M | 61,659 | Trimmed |
| 22 | &PARTNERS | $3.8M | 59,289 | Added |
| 23 | US BANCORP \DE\ | $3.5M | 53,715 | Added |
| 24 | Capital Investment Advisory Services, LLC | $3.4M | 52,815 | Trimmed |
| 25 | AE Wealth Management LLC | $3.1M | 48,218 | New |
Source: SEC Form 13F filings · as of 2026-03-31