USMC
Principal U.S. Mega-Cap ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom 0.0% ·
netto nieuwe posities -3.3%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 25.05K | $1.94M | n/a | n/a |
| 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 | n/a | −1 |
| Q3 2025 | 7 | +1 | 912.54K | $62.21M | +2 | −1 |
| Q2 2025 | 4 | +2 | 144.32K | $9.03M | +2 | n/a |
| Q1 2025 | 1 | -1 | 19.40K | $1.10M | n/a | −1 |
| Q4 2024 | 2 | +1 | 31.22K | $1.87M | +1 | n/a |
| Q3 2024 | 1 | +1 | 5.16K | $294,296 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 31.30M | n/a | $2.14B | 1.1% | n/c | 1 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 4.27M | n/a | $292.40M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.40M | n/a | $96.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 893.61K | n/a | $61.17M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 744.78K | n/a | $50.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 695.33K | +6.6% | $47.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 640.14K | n/a | $43.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 143.43K | n/a | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 141.00K | +21.1% | $9.65M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 115.28K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 86.68K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 86.15K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 62.70K | -35.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Mml Investors Services, Llc | 58.35K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 46.49K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 31.40K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 30.36K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 23.42K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 22.15K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 21.20K | -17.4% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 8.58K | n/a | $587,095 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Gotham Asset Management ✦ | 8.09K | -56.7% | $553,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Blair William & Co/Il | 6.80K | n/a | $465,802 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 5.27K | n/a | $361,005 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 4.85K | n/a | $331,709 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 3.16K | n/a | $216,576 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 706 | n/a | $48,326 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 98 | n/a | $6,719 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 40 | n/a | $2,738 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 9 | 0.0% | $59 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| D. E. Shaw & Co. | $213,109 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 52.77M aandelen, $2.96B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.