PRINCIPAL US MEGA-CAP ETF (USMC) Institutional Shareholders
PRINCIPAL US MEGA-CAP ETF (USMC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.52B in USMC holdings during the latest filing period.
Principal Financial Group Inc is currently the largest disclosed institutional shareholder of USMC tracked by InsiderSet, reporting ownership valued at approximately $2.39B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.46B, representing an estimated gain of +2.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed USMC value among the investors covered in this analysis. Major shareholders include Principal Financial Group Inc, Principal Securities, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in PRINCIPAL US MEGA-CAP ETF (USMC).
This page ranks the largest institutional USMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
85
Total Reported Value
$3.52B
Largest Holder
Principal Financial Group Inc
Largest Position
$2.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Financial Group Inc | 1.18% | 32,298,980 | $2,393,585,539 | $2,461,595,703 | +$68,010,164 | +2.84% | |
| Principal Securities, Inc. | 4.31% | 4,823,521 | $357,551,561 | $367,614,041 | +$10,062,480 | +2.81% | |
| Envestnet Asset Management Inc | 0.08% | 4,575,742 | $339,184,652 | $348,730,110 | +$9,545,458 | +2.81% | |
| Lpl Financial Llc | 0.02% | 1,076,001 | $69,199,849 | $82,005,049 | +$12,805,200 | +18.50% | |
| Wells Fargo & Company/Mn | 0.01% | 986,527 | $63,445,661 | $75,185,985 | +$11,740,324 | +18.50% | |
| Morgan Stanley | 0.00% | 680,091 | $43,738,123 | $51,831,639 | +$8,093,516 | +18.50% | |
| Raymond James Financial Inc | 0.01% | 635,132 | $40,846,694 | $48,405,188 | +$7,558,494 | +18.50% | |
| Oasis Advisors, Llc | 13.02% | 270,674 | $20,064,151 | $20,628,823 | +$564,672 | +2.81% | |
| Segment Wealth Management, Llc | 1.03% | 267,031 | $19,794,160 | $20,351,180 | +$557,020 | +2.81% | |
| Symphony Financial Services, Inc. | 8.32% | 249,857 | $18,521,092 | $19,042,302 | +$521,210 | +2.81% | |
| Integrated Wealth Concepts Llc | 0.13% | 258,390 | $16,617,561 | $19,692,625 | +$3,075,064 | +18.50% | |
| Golden State Wealth Management, Llc | 1.44% | 213,613 | $15,834,421 | $16,280,045 | +$445,624 | +2.81% | |
| Newedge Advisors, Llc | 0.60% | 100,514 | $12,983,044 | $7,660,453 | -$5,322,591 | -41.00% | |
| Mercer Global Advisors Inc | 0.02% | 191,884 | $12,340,447 | $14,624,017 | +$2,283,570 | +18.50% | |
| Ep Wealth Advisors, Llc | 0.04% | 129,107 | $8,303,142 | $9,839,606 | +$1,536,464 | +18.50% | |
| Osaic Holdings, Inc. | 0.01% | 120,191 | $7,729,565 | $9,160,093 | +$1,430,528 | +18.51% | |
| Royal Bank Of Canada | 0.00% | 117,374 | $7,549,000 | $8,945,401 | +$1,396,401 | +18.50% | |
| Mcdonald Partners Llc | 1.08% | 59,997 | $4,447,353 | $4,572,539 | +$125,186 | +2.81% | |
| Wealth Advisors Of Iowa, Llc | 1.14% | 56,564 | $4,192,885 | $4,310,901 | +$118,016 | +2.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 56,399 | $4,180,644 | $4,298,326 | +$117,682 | +2.81% | |
| Capital Investment Advisory Services, Llc | 0.24% | 53,134 | $3,938,648 | $4,049,491 | +$110,843 | +2.81% | |
| &Partners | 0.02% | 59,289 | $3,812,999 | $4,518,581 | +$705,582 | +18.50% | |
| Us Bancorp \De\ | 0.00% | 53,715 | $3,454,518 | $4,093,771 | +$639,253 | +18.50% | |
| Greenwood Capital Associates Llc | 0.32% | 43,879 | $3,252,605 | $3,344,141 | +$91,536 | +2.81% | |
| Smartleaf Asset Management Llc | 0.11% | 46,610 | $2,914,441 | $3,552,279 | +$637,838 | +21.89% | |
| Orion Porfolio Solutions, Llc | 0.02% | 43,272 | $2,782,917 | $3,297,880 | +$514,963 | +18.50% | |
| Jackson Wealth Management, Llc | 0.28% | 42,599 | $2,740,000 | $3,246,589 | +$506,589 | +18.49% | |
| Pmg Wealth Management, Inc. | 1.53% | 33,505 | $2,478,968 | $2,553,510 | +$74,542 | +3.01% | |
| Cetera Investment Advisers | 0.00% | 37,930 | $2,439,350 | $2,890,752 | +$451,402 | +18.50% | |
| Creativeone Wealth, Llc | 0.05% | 36,463 | $2,345,033 | $2,778,947 | +$433,914 | +18.50% | |
| Mml Investors Services, Llc | 0.01% | 35,533 | $2,285,206 | $2,708,069 | +$422,863 | +18.50% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 28,764 | $1,849,902 | $2,192,185 | +$342,283 | +18.50% | |
| Citadel Advisors Llc | 0.00% | 28,054 | $1,804,212 | $2,138,074 | +$333,862 | +18.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,845 | $1,779,587 | $1,817,294 | +$37,707 | +2.12% | |
| Gts Securities Llc | 0.06% | 26,511 | $1,704,975 | $2,020,478 | +$315,503 | +18.50% | |
| Private Advisor Group, Llc | 0.01% | 21,234 | $1,573,991 | $1,618,303 | +$44,312 | +2.82% | |
| Kestra Advisory Services, Llc | 0.00% | 19,269 | $1,428,346 | $1,468,544 | +$40,198 | +2.81% | |
| Stifel Financial Corp | 0.00% | 22,025 | $1,416,471 | $1,678,587 | +$262,116 | +18.50% | |
| Ubs Group Ag | 0.00% | 21,804 | $1,402,259 | $1,661,744 | +$259,485 | +18.50% | |
| Prospera Financial Services Inc | 0.02% | 16,938 | $1,255,816 | $1,290,892 | +$35,076 | +2.79% | |
| Richmond Investment Services, Llc | 0.37% | 15,765 | $1,168,578 | $1,201,495 | +$32,917 | +2.82% | |
| Susquehanna International Group, Llp | 0.00% | 17,050 | $1,096,521 | $1,299,428 | +$202,907 | +18.50% | |
| Citizens Financial Group Inc/Ri | 0.01% | 16,198 | $1,041,743 | $1,234,495 | +$192,752 | +18.50% | |
| Cary Street Partners Financial Llc | 0.02% | 12,516 | $927,770 | $953,879 | +$26,109 | +2.81% | |
| Bank Of America Corp | 0.00% | 12,245 | $787,500 | $933,226 | +$145,726 | +18.50% | |
| Jane Street Group, Llc | 0.00% | 12,239 | $787,116 | $932,768 | +$145,652 | +18.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,991 | $706,876 | $837,655 | +$130,779 | +18.50% | |
| Kraft, Davis & Associates, Llc | 0.14% | 9,241 | $682,632 | $704,282 | +$21,650 | +3.17% | |
| Cannon Wealth Management Services, Llc | 0.41% | 9,372 | $602,728 | $714,266 | +$111,538 | +18.51% | |
| Gotham Asset Management, Llc | 0.00% | 9,191 | $591,093 | $700,472 | +$109,379 | +18.50% |
Frequently asked questions about USMC
Who owns the most USMC stock?
The largest holders of USMC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRINCIPAL US MEGA-CAP ETF (USMC).
Is USMC widely held by superinvestors?
Many widely followed stocks like USMC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USMC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.