证券记录 · 已归档季度
USMC
Principal U.S. Mega-Cap ETF · Financial Services · Asset Management
34被追踪持有人
+4Δ持有人
38.99M持有股份
$2.51B报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.3% ·
股份流向 -4.6% ·
净新建仓位 +11.8%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
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 | −1 |
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 30.15M | -3.7% | $1.94B | 1.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 4.48M | +5.0% | $288.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.08M | -23.4% | $69.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 986.53K | +54.1% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 680.09K | -2.2% | $43.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 635.13K | -14.7% | $40.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mercer Global Advisors Inc /Adv | 191.88K | -78.5% | $12.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 124.88K | +8.3% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 120.19K | -16.2% | $7.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 117.37K | +35.4% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 79.79K | +27.3% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Us Bancorp \De\ | 53.72K | +15.5% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 37.93K | -56.0% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 35.53K | -39.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 28.76K | -8.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.05K | +32.3% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 23.84K | -21.5% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 22.02K | -6.0% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 21.80K | -1.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Susquehanna International Group, Llp | 17.05K | 新增 | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 12.24K | +42.8% | $787,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 12.24K | 新增 | $787,116 | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 9.19K | +13.6% | $591,093 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 7.33K | 新增 | $471,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 6.80K | 0.0% | $437,644 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 5.91K | 新增 | $379,751 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 4.92K | -6.7% | $316,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 4.64K | -4.3% | $298,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 3.21K | +1.3% | $206,185 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.24K | 新增 | $80,004 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 249 | +2666.7% | $16,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 163 | -76.9% | $10,483 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 147 | 新增 | $9,454 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 98 | 0.0% | $6,313 | 0.0% | Held | 2 | 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
| Susquehanna International… | $1.10M | 0.0% |
| Jane Street Group, Llc | $787,116 | 0.0% |
| Hrt Financial Lp | $471,000 | 0.0% |
| Marshall Wace | $379,751 | 0.0% |
| Fifth Third Bancorp | $80,004 | 0.0% |
| Pnc Financial Services Group… | $9,454 | 0.0% |
已清仓
| Two Sigma Investments | $9.65M | 曾为 0.0% |
| Jones Financial Companies Lllp | $2,738 | 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: Q1 2026 ·
方法论 ·
通过API获取此数据