Principal US Mega-Cap ETFUSMCETF
13F holders, Q2 2026 (June 30)85holders −2
10new positions
12sold out
2famous investors
$74.11avg. 13F price*
At the end of Q2 2026, 85 institutions reported holding Principal US Mega-Cap ETF (USMC) in their 13F filings, down 2 from Q1 2026. 10 opened new positions and 12 sold out. The largest holders were Principal Financial Group Inc. ($2.4B), Principal Securities, Inc. ($357.6M) and Envestnet Asset Management Inc. ($339.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Principal US Mega-Cap ETF
- CUSIP
- 74255Y870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.1M |
| Exits | 12 | $10.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,746,172 shares bought and 7,365,020 shares sold, net −4,618,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Principal Financial Group Inc. | 1.18% | Add +7.1% | 32,298,980 | $2.4B |
| Principal Securities, Inc. | 4.30% | Add +1.8% | 4,823,521 | $357.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.0% | 4,575,742 | $339.2M |
| LPL Financial LLC | 0.02% | Reduce -0.6% | 1,069,720 | $79.3M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 1,028,455 | $76.2M |
| Morgan Stanley | 0.00% | Add +1.7% | 691,776 | $51.3M |
| Raymond James Financial Inc. | 0.01% | Add +0.0% | 635,412 | $47.1M |
| Oasis Advisors, LLC | 13.02% | Reduce -96.2% | 270,674 | $20.1M |
| Segment Wealth Management, LLC | 1.03% | Add +4.8% | 267,031 | $19.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -2.1% | 252,839 | $18.7M |
| Symphony Financial Services, Inc. | 8.32% | Add +3.0% | 249,857 | $18.5M |
| Golden State Wealth Management, LLC | 1.44% | Add +1.9% | 213,613 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Add +75.1% | 210,429 | $15.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -33.5% | 199,956 | $14.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.2% | 185,788 | $13.8M |
| EP Wealth Advisors, LLC | 0.04% | Add +1.4% | 130,890 | $9.7M |
| Ameritas Advisory Services, LLC | 0.14% | New | 91,983 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 83,874 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -35.3% | 75,946 | $5.6M |
| US Bancorp \de | 0.00% | Add +13.4% | 60,915 | $4.5M |
| &partners | 0.02% | Add +2.1% | 60,528 | $4.5M |
| McDonald Partners LLC | 1.08% | Add +115.0% | 59,997 | $4.4M |
| Wealth Advisors of Iowa, LLC | 1.14% | Reduce -8.3% | 56,564 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -54.8% | 56,399 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +0.6% | 53,134 | $3.9M |
| Smartleaf Asset Management LLC | 0.11% | No change | 46,610 | $3.4M |
| Greenwood Capital Associates LLC | 0.32% | Add +24.6% | 43,879 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 42,953 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.0% | 41,439 | $3.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +0.8% | 36,761 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +2.2% | 36,317 | $2.7M |
| PMG Wealth Management, Inc. | 1.53% | Add +1.7% | 33,505 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +65.0% | 28,128 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.4% | 24,337 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 23,845 | $1.8M |
| Bank of America Corp. | 0.00% | Add +88.8% | 23,121 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 21,997 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +328.5% | 21,234 | $1.6M |
| UBS Group AG | 0.00% | Reduce -9.0% | 19,843 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.6% | 19,269 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 16,989 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +0.1% | 16,938 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 16,730 | $1.2M |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 16,370 | $1.2M |
| Richmond Investment Services, LLC | 0.37% | Reduce -50.5% | 15,765 | $1.2M |
| GTS Securities LLC | 0.02% | Reduce -50.0% | 13,248 | $982K |
| Cary Street Partners Financial LLC | 0.02% | No change | 12,516 | $928K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 11,275 | $836K |
| Cannon Wealth Management Services, LLC | 0.38% | Add +0.0% | 9,373 | $695K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 9,241 | $683K |
| Gotham Asset Management | 0.00% | Reduce -11.4% | 8,145 | $604K |
| Arax Advisory Partners | 0.00% | New | 8,002 | $593K |
| Blair William & Co. | 0.00% | Add +3.9% | 7,068 | $524K |
| Advisory Services Network, LLC | 0.01% | Add +3.6% | 6,740 | $500K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -84.6% | 6,681 | $495K |
| Basso Capital Management, L.P. | 0.12% | New | 6,617 | $490K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.3% | 6,329 | $469K |
| HighTower Advisors, LLC | 0.00% | Add +17.5% | 5,779 | $428K |
| Jackson Wealth Management, LLC | 0.25% | Reduce -86.4% | 5,780 | $428K |
| Simplicity Wealth,LLC | 0.01% | Add +9.2% | 5,056 | $375K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 4,948 | $367K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.9% | 4,318 | $320K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,249 | $315K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -1.1% | 4,203 | $313K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.8% | 4,113 | $305K |
| Assetmark, Inc. | 0.00% | Add +19.7% | 3,837 | $284K |
| D. E. Shaw & Co. | 0.00% | New | 3,390 | $251K |
| Marshall Wace, LLP | 0.00% | Reduce -53.6% | 2,741 | $203K |
| Jane Street Group, LLC | 0.00% | Reduce -77.8% | 2,716 | $201K |
| Concorde Asset Management, LLC | 0.12% | New | 2,700 | $200K |
| Cape Investment Advisory, Inc. | 0.05% | New | 2,412 | $179K |
| Marshall Investment Management, LLC | 0.04% | Add +11.7% | 1,370 | $102K |
| Fifth Third Bancorp | 0.00% | No change | 1,244 | $92K |
| FMR LLC | 0.00% | Add +363.9% | 1,155 | $86K |
| Compass Financial Management LLC | 0.01% | — | 1,084 | $83K |
| Regatta Research & Money Management | 0.04% | — | 609 | $45K |
| Farther Finance Advisors, LLC | 0.00% | New | 544 | $40K |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $37K |
| Abound Financial, LLC | 0.01% | No change | 418 | $31K |
| Citigroup Inc. | 0.00% | New | 367 | $27K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -2.7% | 215 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 98 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 54 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -73.0% | 44 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $2K |
"% of holder's portfolio" is USMC's weight in each manager's 13F, not the share of Principal US Mega-Cap ETF the manager owns.