Institutional Ownership
Principal Exchange Traded Fd
CUSIP 74255Y870US MEGA CP ETFUSMCQ1 2026
Institutional Holders
87
13F filers
Shares Held
52.85M
Aggregate institutional
Institutional Value
$2.96B
Q1 2026
Net New Holders
+1
13 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased27
Decreased35
Sold out12
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 30.15M | $1.94B | −1.15M | Reduced |
| 2 | Principal Securities, Inc. | 4.74M | $304.64M | +266.3K | Added |
| 3 | Envestnet Asset Management Inc | 4.48M | $288.41M | +212.9K | Added |
| 4 | Lpl Financial LLC | 1.08M | $69.20M | −328.1K | Reduced |
| 5 | Wells Fargo & Company/Mn | 986.5K | $63.45M | +346.4K | Added |
| 6 | Morgan Stanley | 680.1K | $43.74M | −15.2K | Reduced |
| 7 | Raymond James Financial Inc | 635.1K | $40.85M | −109.7K | Reduced |
| 8 | Oasis Advisors, LLC | 7.11M | $19.05M | +6.82M | Added |
| 9 | Integrated Wealth Concepts LLC | 258.4K | $16.62M | +16.7K | Added |
| 10 | Segment Wealth Management, LLC | 254.9K | $16.39M | −1.4K | Reduced |
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