Security record
USMC
Principal U.S. Mega-Cap ETF · Financial Services · Asset Management
34Tracked holders
+1Δ holders
41.26MShares held
$3.06BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow +5.9% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 32.30M | +7.1% | $2.39B | 1.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 4.58M | +2.0% | $339.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.07M | -0.6% | $79.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.03M | +4.2% | $76.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 691.78K | +1.7% | $51.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 635.41K | 0.0% | $47.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 210.43K | +75.1% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 185.79K | -3.2% | $13.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 83.87K | +5.1% | $6.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 75.95K | -35.3% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Us Bancorp \De\ | 60.91K | +13.4% | $4.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 56.40K | -54.8% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 42.95K | +13.2% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 36.32K | +2.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 28.13K | +65.0% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 24.34K | -15.4% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 23.84K | 0.0% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 23.12K | +88.8% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 22.00K | -0.1% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 19.84K | -9.0% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 16.99K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 16.73K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 8.14K | -11.4% | $603,762 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Blair William & Co/Il | 7.07K | +3.9% | $523,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 4.32K | -6.9% | $320,079 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 3.84K | +19.7% | $284,424 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 3.39K | New | $251,290 | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 2.74K | -53.6% | $203,190 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Jane Street Group, Llc | 2.72K | -77.8% | $201,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.24K | 0.0% | $92,214 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.16K | +363.9% | $85,627 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Citigroup Inc | 367 | New | $27,204 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 98 | 0.0% | $7,277 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 44 | -73.0% | $3,262 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $1.26M | 0.0% |
| Goldman Sachs Group | $1.24M | 0.0% |
| D. E. Shaw & Co. | $251,290 | 0.0% |
| Citigroup Inc | $27,204 | 0.0% |
Exited
| Citadel Advisors | $1.80M | was 0.0% |
| Hrt Financial Lp | $471,000 | was 0.0% |
| HighTower Advisors, LLC | $316,351 | was 0.0% |
| Pnc Financial Services Group… | $9,454 | 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: Q2 2026 ·
Methodology ·
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