Security record · archived quarter
USMC
Principal U.S. Mega-Cap ETF · Financial Services · Asset Management
30Tracked holders
-1Δ holders
40.86MShares held
$2.80BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow 0.0% ·
net new positions -3.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 41.27M | $3.06B | +4 | −3 |
| Q1 2026 | 34 | +4 | 38.99M | $2.51B | +6 | −2 |
| Q4 2025 | 30 | -1 | 40.86M | $2.80B | — | −1 |
| Q3 2025 | 7 | +1 | 912.54K | $62.21M | +2 | −1 |
| Q2 2025 | 4 | +2 | 144.32K | $9.03M | +2 | — |
| Q1 2025 | 1 | -1 | 19.40K | $1.10M | — | −1 |
| Q4 2024 | 2 | +1 | 31.22K | $1.87M | +1 | — |
| Q3 2024 | 1 | +1 | 5.16K | $294,296 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 31.30M | — | $2.14B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Principal Financial Group Inc | 31.30M | — | $2.14B | 1.1% | n/c | 1 | SEC ↗ |
| 3 | Principal Financial Group Inc | 31.30M | — | $2.14B | 1.1% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 4.27M | — | $292.40M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.40M | — | $96.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 893.61K | — | $61.17M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 744.78K | — | $50.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 744.78K | — | $50.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 695.33K | +6.6% | $47.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 695.33K | +6.6% | $47.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 695.33K | +6.6% | $47.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 640.14K | — | $43.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 640.14K | — | $43.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 143.43K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 141.00K | +21.1% | $9.65M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 115.28K | — | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 86.68K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 86.15K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 62.70K | -35.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 62.70K | -35.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 62.70K | -35.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 58.35K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 46.49K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 31.40K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 30.36K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 23.42K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 22.15K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 21.20K | -17.4% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 8.58K | — | $587,095 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 8.58K | — | $587,095 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 8.58K | — | $587,095 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 8.09K | -56.7% | $553,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 6.80K | — | $465,802 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 5.27K | — | $361,005 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 4.85K | — | $331,709 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 3.16K | — | $216,576 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 706 | — | $48,326 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 98 | — | $6,719 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 40 | — | $2,738 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 9 | 0.0% | $59 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $213,109 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 52.77M shares, $2.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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