证券记录 · 已归档季度
USMC
Principal U.S. Mega-Cap ETF · Financial Services · Asset Management
30被追踪持有人
-1Δ持有人
40.86M持有股份
$2.80B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.2% ·
股份流向 0.0% ·
净新建仓位 -3.3%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 25.05K | $1.94M | n/a | n/a |
| Q2 2026 | 34 | +1 | 41.26M | $3.06B | +4 | −4 |
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| D. E. Shaw & Co. | $213,109 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 86 持有人, 52.77M 股份, $2.96B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据