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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

88 hedge funds and large institutions have $3.39B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$857K
SPIA
52
Steward Partners Investment Advisory
New York
$737K
CWMS
53
Cannon Wealth Management Services
North Carolina
$651K
KDA
54
Kraft Davis & Associates
Missouri
$633K
Bank of America
55
Bank of America
North Carolina
$587K
GAM
56
Gotham Asset Management
New York
$554K
USCWA
57
U.S. Capital Wealth Advisors
Texas
$548K
CPG
58
Cornerstone Planning Group
New Jersey
$544K
OCM
59
One Capital Management
California
$529K
SWMG
60
Stillwater Wealth Management Group
Florida
$503K
ASN
61
Advisory Services Network
Georgia
$487K
HFA
62
Hershey Financial Advisers
Pennsylvania
$476K
William Blair & Company
63
William Blair & Company
Illinois
$466K
CWM
64
Cornerstone Wealth Management
Missouri
$458K
MP
65
McDonald Partners
Ohio
$445K
HighTower Advisors
66
HighTower Advisors
Illinois
$361K
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$337K
PAG
68
Private Advisor Group
New Jersey
$335K
Baird Financial Group
69
Baird Financial Group
Wisconsin
$332K
SW
70
Simplicity Wealth
New Jersey
$315K
EH
71
Equitable Holdings
New York
$306K
PIA
72
Perennial Investment Advisors
California
$291K
CIA
73
Cape Investment Advisory
Georgia
$254K
AssetMark Inc
74
AssetMark Inc
California
$217K
SA
75
Sanctuary Advisors
Indiana
$207K