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USMC · Principal U.S. Mega-Cap ETF ETF

Alerts for USMC
$76.75 -0.36 (-0.46%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 14
Total Value: $48,091,947
Total Shares: 801,132

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 14 13F filers · Δ vs Sep 30, 2024
Top Holder
58.5%
Mar 2022 → Dec 2024 · range 58.5% – 94.0%
−13.6 pts
Top 5
88.2%
Mar 2022 → Dec 2024 · range 88.2% – 98.2%
−5.3 pts
Top 10
98.0%
Mar 2022 → Dec 2024 · range 97.0% – 99.5%
+1.0 pts
HHI
3,774
Mar 2022 → Dec 2024 · range 3,774 – 8,844
Highly concentrated−1,611

Quarterly Activity

vs Sep 30, 2024
New
5
Increased
6
Decreased
2
Sold Out
42
Unchanged
1
Holder count: -37
Institutional value: -98.2%
Shares held: -98.3%

Top Buyers

vs Sep 30, 2024
Institution Added Now Holds Open

Top Sellers

vs Sep 30, 2024
Institution Sold Now Holds Open

Top New Positions

vs Sep 30, 2024
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Sep 30, 2024
Institution Previously Held Last Value (USD) Open
Showing 14 of 14
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Holder Value (USD) % of 13F Shares Open