Funds holding Principal U.S. Mega-Cap ETF
10 funds declare a position · 0 ETFs and 10 other funds · 1.9B $ · US74255Y8701
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | SAM Balanced Portfolio Principal Funds, Inc | 7,570,257 | 532.9M $ | 11.00 % | as of Apr 30, 2026 · Original filing |
| 2 | SAM Conservative Growth Portfolio Principal Funds, Inc | 7,103,445 | 500.1M $ | 14.39 % | as of Apr 30, 2026 · Original filing |
| 3 | SAM Strategic Growth Portfolio Principal Funds, Inc | 5,430,800 | 382.3M $ | 14.92 % | as of Apr 30, 2026 · Original filing |
| 4 | SAM Conservative Balanced Portfolio Principal Funds, Inc | 2,128,648 | 149.9M $ | 8.05 % | as of Apr 30, 2026 · Original filing |
| 5 | SAM Flexible Income Portfolio Principal Funds, Inc | 1,703,095 | 119.9M $ | 5.53 % | as of Apr 30, 2026 · Original filing |
| 6 | SAM Strategic Growth Portfolio Principal Variable Contract Funds, Inc | 1,078,000 | 69.3M $ | 14.60 % | as of Mar 31, 2026 · Original filing |
| 7 | SAM Balanced Portfolio Principal Variable Contract Funds, Inc | 893,807 | 57.5M $ | 10.69 % | as of Mar 31, 2026 · Original filing |
| 8 | SAM Conservative Growth Portfolio Principal Variable Contract Funds, Inc | 892,311 | 57.4M $ | 13.90 % | as of Mar 31, 2026 · Original filing |
| 9 | SAM Conservative Balanced Portfolio Principal Variable Contract Funds, Inc | 185,030 | 11.9M $ | 7.82 % | as of Mar 31, 2026 · Original filing |
| 10 | SAM Flexible Income Portfolio Principal Variable Contract Funds, Inc | 89,407 | 5.7M $ | 5.13 % | as of Mar 31, 2026 · Original filing |
Institutional managers
87 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 30,153,564 | 1.9B $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 4,736,954 | 304.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 4,484,547 | 288.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,076,001 | 69.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 986,527 | 63.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 680,091 | 43.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 635,132 | 40.8M $ | as of Mar 31, 2026 |
| Oasis Advisors, LLC | 7,114,896 | 19.1M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 258,390 | 16.6M $ | as of Mar 31, 2026 |
| Segment Wealth Management, LLC | 254,893 | 16.4M $ | as of Mar 31, 2026 |
| Symphony Financial Services, Inc. | 242,619 | 15.6M $ | as of Mar 31, 2026 |
| Golden State Wealth Management, LLC | 209,703 | 13.5M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 100,514 | 13M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 191,884 | 12.3M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 129,107 | 8.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 124,879 | 8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 120,191 | 7.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 117,374 | 7.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 79,794 | 5M $ | as of Mar 31, 2026 |
| Legacy CG, LLC | 62,166 | 4M $ | as of Mar 31, 2026 |
| Wealth Advisors of Iowa, LLC | 61,659 | 4M $ | as of Mar 31, 2026 |
| &PARTNERS | 59,289 | 3.8M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 53,715 | 3.5M $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 52,815 | 3.4M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 48,218 | 3.1M $ | as of Mar 31, 2026 |