USMC

Principal US Mega-cap ETF

-$425.7M

Net Activity

Institutions Holding

87

Popularity Rank

#4754

Avg Weight

0.32%

Total Value

$3.0B

Ownership Trend

87 institutions currently hold USMC, with 41 net buyers and 49 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

49

Net Buying Institutions

41

Key Holders

Key Holders

Top 5 by Value

PF
Principal Financial Group INC
$1.9B
PS
Principal Securities, INC.
$304.6M
EA
Envestnet Asset Management INC
$288.4M
LF
LPL Financial LLC
$69.2M
WF
Wells Fargo & Company/mn
$63.4M

Top 5 by Conviction

SF
Symphony Financial Services, Inc.
8.01%
PS
Principal Securities, INC.
4.47%
OA
Oasis Advisors, LLC
3.75%
PW
PMG Wealth Management, Inc.
1.52%
GS
Golden State Wealth Management, LLC
1.47%
View all 87 holding institutions

Quarterly Activity

Recent Activity

+$832.5M

Total Buy Value

$2.6B

Total Sell Value

New buy13
Trim35
Add28
Sold out14

41

Net Buyers

49

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PRINCIPAL US MEGA-CAP ETF (USMC)?
Major stakeholders currently include Principal Financial Group INC ($1.9B), Principal Securities, INC. ($304.6M), Envestnet Asset Management INC ($288.4M). Based on the latest 13F filings, there are a total of 87 tracked investment funds and institutions maintaining positions in USMC.
What is the overall institutional sentiment toward USMC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $425.7M, driven by 41 managers accumulating shares while 49 reduced their exposure.
Which institutions have been selling or reducing their USMC positions?
In the latest period, 35 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $2.6B.
Are there any notable investors adding USMC to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 28 existing holders added to their shares. The total reported buy value for the quarter amounted to $832.5M.

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