PRINCIPAL US MEGA-CAP ETF (USMC) Institutional Ownership Changes & 13F Activity

PRINCIPAL US MEGA-CAP ETF (USMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Ameritas Advisory Services, Llc, Envestnet Asset Management Inc, Osaic Holdings, Inc., and Jpmorgan Chase & Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+91,195+2.0%4,575,742$339.18MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-5,551-2.1%252,839$18.74MQ2 2026Sep 09, 2026
Jackson Wealth Management, LlcSell-36,819-86.4%5,780$428.00KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-6,096-3.2%185,788$13.77MQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+2,700—2,700$200.14KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-549-11.8%4,113$304.89KQ2 2026Aug 17, 2026
Ameritas Advisory Services, LlcBuy+91,983—91,983$6.82MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+90,238+75.1%210,429$15.60MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+41,928+4.3%1,028,455$76.24MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-41,428-35.3%75,946$5.63MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-36,591-84.6%6,681$495.26KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+16,989—16,989$1.26MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+16,730—16,730$1.24MQ2 2026Aug 14, 2026
Gts Securities LlcSell-13,263-50.0%13,248$982.03KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,078+65.0%28,128$2.09MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+10,876+88.8%23,121$1.71MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-9,523-77.8%2,716$201.33KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+3,390—3,390$251.29KQ2 2026Aug 14, 2026
&PartnersBuy+1,239+2.1%60,528$4.49MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcSell-1,046-11.4%8,145$603.76KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+280+0.0%635,412$47.10MQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+143+11.7%1,370$101.56KQ2 2026Aug 14, 2026
Morgan StanleyBuy+11,685+1.7%691,776$51.28MQ2 2026Aug 13, 2026
Marshall Wace, LlpSell-3,164-53.6%2,741$203.19KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,961-9.0%19,843$1.47MQ2 2026Aug 13, 2026
Fmr LlcBuy+906+363.9%1,155$85.63KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+298+0.8%36,761$2.72MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+284+2.6%11,275$835.74KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+99,442+98.9%199,956$14.82MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+83,874—83,874$6.19MQ2 2026Aug 12, 2026
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Frequently asked questions about USMC activity

  • Which institutional owners are buying USMC?

    Institutional owners buying USMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USMC activity?

    "Buy" means an investor increased their reported position in USMC compared to the prior reporting period. This reflects growing exposure to PRINCIPAL US MEGA-CAP ETF (USMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USMC increasing?

    Institutional interest in USMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.