Principal Exchange-Traded Funds - USMC

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$3.029B

QoQ value delta ($000)

-$364.4M (-10.74%)

Implied price effect (QoQ)

-17.65%

Total shares

53,745,917

QoQ shares delta

+4,163,465 (+8.4%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 87 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	1,939,979	30,153,564	1.04%
PRINCIPAL SECURITIES, INC.	304,643	4,736,954	4.47%
ENVESTNET ASSET MANAGEMENT INC	288,410	4,484,547	0.08%
LPL Financial LLC	69,199	1,076,001	0.02%
WELLS FARGO & COMPANY/MN	63,445	986,527	0.01%
O'Brien Wealth Partners LLC	61,175	893,720	8.09%
MORGAN STANLEY	43,738	680,091	0.0%
RAYMOND JAMES FINANCIAL INC	40,846	635,132	0.01%
Oasis Advisors, LLC	19,052	7,114,896	3.75%
Integrated Wealth Concepts LLC	16,617	258,390	0.13%
Segment Wealth Management, LLC	16,392	254,893	0.96%
Symphony Financial Services, Inc.	15,603	242,619	8.01%
Golden State Wealth Management, LLC	13,486	209,703	1.47%
NewEdge Advisors, LLC	12,983	100,514	0.6%
MERCER GLOBAL ADVISORS INC /ADV	12,340	191,884	0.02%
EP Wealth Advisors, LLC	8,303	129,107	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	8,031	124,879	0.01%
OSAIC HOLDINGS, INC.	7,729	120,191	0.01%
ROYAL BANK OF CANADA	7,549	117,374	0.0%
JPMORGAN CHASE & CO	4,989	79,794	0.0%
Legacy CG, LLC	3,998	62,166	1.11%
Wealth Advisors of Iowa, LLC	3,965	61,659	1.23%
&PARTNERS	3,812	59,289	0.02%
US BANCORP \DE\	3,454	53,715	0.0%
Capital Investment Advisory Services, LLC	3,396	52,815	0.25%