Principal Exchange-Traded Funds - USMC

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$3.589B
QoQ value delta ($000)
+$615.5M (+20.7%)
Implied price effect (QoQ)
+32.2%
Shares
Total shares
48,434,049
QoQ shares delta
-4,617,155 (-8.7%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 85 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
PRINCIPAL FINANCIAL GROUP INC 2,393,585 32,298,980 1.18%
PRINCIPAL SECURITIES, INC. 357,551 4,823,521 4.31%
ENVESTNET ASSET MANAGEMENT INC 339,184 4,575,742 0.08%
LPL Financial LLC 79,294 1,069,720 0.02%
WELLS FARGO & COMPANY/MN 76,236 1,028,455 0.01%
MORGAN STANLEY 51,279 691,776 0.0%
RAYMOND JAMES FINANCIAL INC 47,101 635,412 0.01%
Oasis Advisors, LLC 20,064 270,674 13.02%
Segment Wealth Management, LLC 19,794 267,031 1.03%
Integrated Wealth Concepts LLC 18,742 252,839 0.12%
Symphony Financial Services, Inc. 18,521 249,857 8.32%
Golden State Wealth Management, LLC 15,834 213,613 1.44%
OSAIC HOLDINGS, INC. 15,601 210,429 0.02%
NewEdge Advisors, LLC 14,822 199,956 0.04%
MERCER GLOBAL ADVISORS INC /ADV 13,771 185,788 0.02%
EP Wealth Advisors, LLC 9,702 130,890 0.04%
Ameritas Advisory Services, LLC 6,818 91,983 0.14%
JPMORGAN CHASE & CO 6,192 83,874 0.0%
ROYAL BANK OF CANADA 5,630 75,946 0.0%
US BANCORP \DE\ 4,516 60,915 0.0%
&PARTNERS 4,485 60,528 0.02%
MCDONALD PARTNERS LLC 4,447 59,997 1.08%
Wealth Advisors of Iowa, LLC 4,192 56,564 1.14%
COMMONWEALTH EQUITY SERVICES, LLC 4,180 56,399 0.01%
Capital Investment Advisory Services, LLC 3,938 53,134 0.24%