Principal Exchange-Traded Funds - USMC

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$3.373B
QoQ value delta ($000)
-$358M (-9.6%)
Implied price effect (QoQ)
+0.4%
Shares
Total shares
49,284,081
QoQ shares delta
-5,450,341 (-9.96%)
Total shares held by funds (by quarter)

Market chart (USMC)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
PRINCIPAL FINANCIAL GROUP INC 2,141,904 31,301,844 1.09%
PRINCIPAL SECURITIES, INC. 306,013 4,470,607 4.72%
ENVESTNET ASSET MANAGEMENT INC 292,395 4,271,668 0.09%
LPL Financial LLC 96,112 1,404,127 0.03%
O'Brien Wealth Partners LLC 61,175 893,720 8.09%
MERCER GLOBAL ADVISORS INC /ADV 61,167 893,610 0.09%
RAYMOND JAMES FINANCIAL INC 50,980 744,783 0.02%
MORGAN STANLEY 47,595 695,333 0.0%
WELLS FARGO & COMPANY/MN 43,817 640,137 0.01%
NewEdge Advisors, LLC 21,461 313,540 0.08%
Orion Porfolio Solutions, LLC 20,970 306,368 0.15%
Legacy CG, LLC 20,274 296,195 5.68%
Segment Wealth Management, LLC 17,544 256,306 1.02%
Integrated Wealth Concepts LLC 16,541 241,652 0.2%
Symphony Financial Services, Inc. 15,654 228,694 8.03%
Golden State Wealth Management, LLC 14,235 207,963 1.5%
Wealth Advisors of Iowa, LLC 14,036 205,062 4.61%
OSAIC HOLDINGS, INC. 9,821 143,433 0.01%
TWO SIGMA INVESTMENTS, LP 9,651 141,000 0.01%
EP Wealth Advisors, LLC 9,136 133,476 0.05%
COMMONWEALTH EQUITY SERVICES, LLC 7,891 115,282 0.01%
Ethos Financial Group, LLC 7,657 111,872 0.57%
Elevation Capital Advisory, LLC 6,948 101,514 2.84%
ROYAL BANK OF CANADA 5,934 86,684 0.0%
Cetera Investment Advisers 5,897 86,151 0.01%