We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.94B -$76.8M -1,148,280 -4%
Principal Securities
2
Principal Securities
Iowa
$305M +$17.8M +266,347 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$288M +$14.2M +212,879 +5%
LPL Financial
4
LPL Financial
California
$69.2M -$21.9M -328,126 -23%
Wells Fargo
5
Wells Fargo
California
$63.4M +$23.2M +346,390 +54%
Morgan Stanley
6
Morgan Stanley
New York
$43.7M -$1.02M -15,242 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$40.8M -$7.33M -109,651 -15%
NewEdge Advisors
8
NewEdge Advisors
Louisiana
$19.3M -$850K -12,713 -4%
OA
9
Oasis Advisors
Iowa
$19.1M -$139K -2,073 -0.7%
Integrated Wealth Concepts
10
Integrated Wealth Concepts
Massachusetts
$16.6M +$1.12M +16,738 +7%
SWM
11
Segment Wealth Management
Texas
$16.4M -$94.5K -1,413 -0.6%
SFS
12
Symphony Financial Services
Ohio
$15.6M +$931K +13,925 +6%
GSWM
13
Golden State Wealth Management
California
$13.5M +$116K +1,740 +0.8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.3M -$46.9M -701,726 -79%
EP Wealth Advisors
15
EP Wealth Advisors
California
$8.3M -$292K -4,369 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.03M +$642K +9,597 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.73M -$1.55M -23,242 -16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.55M +$2.05M +30,690 +35%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.99M +$1.14M +17,099 +27%
LC
20
Legacy CG
Texas
$4M -$15.6M -234,029 -79%
WAOI
21
Wealth Advisors of Iowa
Iowa
$3.97M -$9.59M -143,403 -70%
&Partners
22
&Partners
Tennessee
$3.81M +$135K +2,012 +4%
US Bancorp
23
US Bancorp
Minnesota
$3.45M +$483K +7,226 +16%
CIAS
24
Capital Investment Advisory Services
North Carolina
$3.4M -$14.6K -219 -0.4%
AE Wealth Management
25
AE Wealth Management
Kansas
$3.1M +$3.22M +48,218 New
1
2 3 4