PRINCIPAL US MEGA-CAP ETF USMC
$74.02
+0.3% 52w: $59.66 – $74.37
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data59.6667.0174.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
-2 QoQ
13F value
$2.97B
-12.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns USMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 30.2M | $1.94B | 1.0% | -3.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 4.7M | $304.6M | 4.5% | +6.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.5M | $288.4M | 0.1% | +5.0% |
| LPL Financial LLC | Bank broker | 1.1M | $69.2M | 0.0% | -23.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 986.5K | $63.4M | 0.0% | +54.1% |
| MORGAN STANLEY | Bank broker | 680.1K | $43.7M | 0.0% | -2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 635.1K | $40.8M | 0.0% | -14.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 300.8K | $19.3M | 0.1% | -4.1% |
| Oasis Advisors, LLC | Wealth advisor | 7.1M | $19.1M | 3.7% | +2285.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 258.4K | $16.6M | 0.1% | +6.9% |
| Segment Wealth Management, LLC | Other | 254.9K | $16.4M | 1.0% | -0.6% |
| Symphony Financial Services, Inc. | Wealth advisor | 242.6K | $15.6M | 8.0% | +6.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 209.7K | $13.5M | 1.5% | +0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 191.9K | $12.3M | 0.0% | -78.5% |
| EP Wealth Advisors, LLC | Wealth advisor | 129.1K | $8.3M | 0.0% | -3.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 124.9K | $8.0M | 0.0% | +8.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 120.2K | $7.7M | 0.0% | -16.2% |
| ROYAL BANK OF CANADA | Bank broker | 117.4K | $7.5M | 0.0% | +35.4% |
| JPMORGAN CHASE & CO | Bank broker | 79.8K | $5.0M | 0.0% | +27.3% |
| Legacy CG, LLC | Wealth advisor | 62.2K | $4.0M | 1.1% | -79.0% |
| Wealth Advisors of Iowa, LLC | Wealth advisor | 61.7K | $4.0M | 1.2% | -69.9% |
| &PARTNERS | Diversified mechanical | 59.3K | $3.8M | 0.0% | +3.5% |
| US BANCORP \DE\ | Wealth advisor | 53.7K | $3.5M | 0.0% | +15.5% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 52.8K | $3.4M | 0.2% | -0.4% |
| AE Wealth Management LLC | Wealth advisor | 48.2K | $3.1M | 0.0% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 46.6K | $2.9M | 0.1% | -10.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 43.3K | $2.8M | 0.0% | -85.9% |
| Jackson Wealth Management, LLC | Other | 42.6K | $2.7M | 0.3% | -4.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 39.8K | $2.6M | 0.0% | -4.1% |
| Cetera Investment Advisers | Wealth advisor | 37.9K | $2.4M | 0.0% | -56.0% |
| CreativeOne Wealth, LLC | Wealth advisor | 36.5K | $2.3M | 0.1% | -7.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 35.5K | $2.3M | 0.0% | -39.1% |
| GREENWOOD CAPITAL ASSOCIATES LLC | Other | 35.2K | $2.3M | 0.2% | +14.8% |
| PMG Wealth Management, Inc. | Wealth advisor | 32.9K | $2.1M | 1.5% | -1.5% |
| Richmond Investment Services, LLC | Wealth advisor | 31.9K | $2.0M | 0.3% | -0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 28.8K | $1.8M | 0.0% | -8.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 28.1K | $1.8M | 0.0% | +32.3% |
| MCDONALD PARTNERS LLC | Other | 27.9K | $1.8M | 0.4% | +329.0% |
| GTS SECURITIES LLC | Market maker | 26.5K | $1.7M | 0.1% | +51.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 23.8K | $1.5M | 0.0% | -21.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 22.0K | $1.4M | 0.0% | -5.9% |
| UBS Group AG | Bank broker | 21.8K | $1.4M | 0.0% | -1.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 20.0K | $1.3M | 0.0% | -0.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.1K | $1.1M | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 16.9K | $1.1M | 0.0% | +1.5% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 16.2K | $1.0M | 0.0% | +2.9% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 12.5K | $805K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.2K | $788K | 0.0% | +42.8% |
| JANE STREET GROUP, LLC | Market maker | 12.2K | $787K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 11.0K | $707K | 0.0% | +2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.