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 $3.58B 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 $2.48B, representing an estimated gain of +3.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
83
Total Reported Value
$3.58B
Largest Holder
Principal Financial Group Inc
Largest Position
$2.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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 | $2,475,716,817 | +$82,131,278 | +3.43% | |
| Principal Securities, Inc. | 4.31% | 4,823,521 | $357,551,561 | $369,722,885 | +$12,171,324 | +3.40% | |
| Envestnet Asset Management Inc | 0.08% | 4,575,742 | $339,184,652 | $350,730,624 | +$11,545,972 | +3.40% | |
| Lpl Financial Llc | 0.02% | 1,069,720 | $79,294,786 | $81,994,038 | +$2,699,252 | +3.40% | |
| Wells Fargo & Company/Mn | 0.01% | 1,028,455 | $76,236,018 | $78,831,076 | +$2,595,058 | +3.40% | |
| Morgan Stanley | 0.00% | 691,776 | $51,279,102 | $53,024,630 | +$1,745,528 | +3.40% | |
| Raymond James Financial Inc | 0.01% | 635,412 | $47,101,005 | $48,704,330 | +$1,603,325 | +3.40% | |
| Oasis Advisors, Llc | 13.02% | 270,674 | $20,064,151 | $20,747,162 | +$683,011 | +3.40% | |
| Segment Wealth Management, Llc | 1.03% | 267,031 | $19,794,160 | $20,467,926 | +$673,766 | +3.40% | |
| Integrated Wealth Concepts Llc | 0.12% | 252,839 | $18,742,125 | $19,380,109 | +$637,984 | +3.40% | |
| Symphony Financial Services, Inc. | 8.32% | 249,857 | $18,521,092 | $19,151,539 | +$630,447 | +3.40% | |
| Golden State Wealth Management, Llc | 1.44% | 213,613 | $15,834,421 | $16,373,436 | +$539,015 | +3.40% | |
| Osaic Holdings, Inc. | 0.02% | 210,429 | $15,601,660 | $16,129,383 | +$527,723 | +3.38% | |
| Newedge Advisors, Llc | 0.04% | 199,956 | $14,822,077 | $15,326,627 | +$504,550 | +3.40% | |
| Mercer Global Advisors Inc | 0.02% | 185,788 | $13,771,887 | $14,240,650 | +$468,763 | +3.40% | |
| Ep Wealth Advisors, Llc | 0.04% | 130,890 | $9,702,444 | $10,032,719 | +$330,275 | +3.40% | |
| Ameritas Advisory Services, Llc | 0.14% | 91,983 | $6,818,396 | $7,050,497 | +$232,101 | +3.40% | |
| Jpmorgan Chase & Co | 0.00% | 83,874 | $6,192,585 | $6,428,942 | +$236,357 | +3.82% | |
| Royal Bank Of Canada | 0.00% | 75,946 | $5,630,000 | $5,821,261 | +$191,261 | +3.40% | |
| Us Bancorp \De\ | 0.00% | 60,915 | $4,516,308 | $4,669,135 | +$152,827 | +3.38% | |
| &Partners | 0.02% | 60,528 | $4,485,702 | $4,639,471 | +$153,769 | +3.43% | |
| Mcdonald Partners Llc | 1.08% | 59,997 | $4,447,353 | $4,598,770 | +$151,417 | +3.40% | |
| Wealth Advisors Of Iowa, Llc | 1.14% | 56,564 | $4,192,885 | $4,335,631 | +$142,746 | +3.40% | |
| Commonwealth Equity Services, Llc | 0.01% | 56,399 | $4,180,644 | $4,322,983 | +$142,339 | +3.40% | |
| Capital Investment Advisory Services, Llc | 0.24% | 53,134 | $3,938,648 | $4,072,721 | +$134,073 | +3.40% | |
| Smartleaf Asset Management Llc | 0.11% | 46,610 | $3,441,383 | $3,572,657 | +$131,274 | +3.81% | |
| Greenwood Capital Associates Llc | 0.32% | 43,879 | $3,252,605 | $3,363,325 | +$110,720 | +3.40% | |
| Cetera Investment Advisers | 0.00% | 42,953 | $3,183,972 | $3,292,347 | +$108,375 | +3.40% | |
| Creativeone Wealth, Llc | 0.06% | 36,761 | $2,724,989 | $2,817,731 | +$92,742 | +3.40% | |
| Mml Investors Services, Llc | 0.01% | 36,317 | $2,692,071 | $2,783,698 | +$91,627 | +3.40% | |
| Pmg Wealth Management, Inc. | 1.53% | 33,505 | $2,478,968 | $2,568,158 | +$89,190 | +3.60% | |
| Susquehanna International Group, Llp | 0.00% | 28,128 | $2,085,036 | $2,156,011 | +$70,975 | +3.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,845 | $1,779,587 | $1,827,719 | +$48,132 | +2.70% | |
| Bank Of America Corp | 0.00% | 23,121 | $1,713,890 | $1,772,225 | +$58,335 | +3.40% | |
| Stifel Financial Corp | 0.00% | 21,997 | $1,630,571 | $1,686,070 | +$55,499 | +3.40% | |
| Private Advisor Group, Llc | 0.01% | 21,234 | $1,573,991 | $1,627,586 | +$53,595 | +3.41% | |
| Ubs Group Ag | 0.00% | 19,843 | $1,470,902 | $1,520,966 | +$50,064 | +3.40% | |
| Kestra Advisory Services, Llc | 0.00% | 19,269 | $1,428,346 | $1,476,969 | +$48,623 | +3.40% | |
| Qube Research & Technologies Ltd | 0.00% | 16,989 | $1,259,339 | $1,302,207 | +$42,868 | +3.40% | |
| Prospera Financial Services Inc | 0.02% | 16,938 | $1,255,816 | $1,298,298 | +$42,482 | +3.38% | |
| Goldman Sachs Group Inc | 0.00% | 16,730 | $1,240,140 | $1,282,355 | +$42,215 | +3.40% | |
| Citizens Financial Group Inc/Ri | 0.01% | 16,370 | $1,213,459 | $1,254,761 | +$41,302 | +3.40% | |
| Richmond Investment Services, Llc | 0.37% | 15,765 | $1,168,578 | $1,208,387 | +$39,809 | +3.41% | |
| Gts Securities Llc | 0.02% | 13,248 | $982,035 | $1,015,459 | +$33,424 | +3.40% | |
| Cary Street Partners Financial Llc | 0.02% | 12,516 | $927,770 | $959,351 | +$31,581 | +3.40% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,275 | $835,744 | $864,229 | +$28,485 | +3.41% | |
| Cannon Wealth Management Services, Llc | 0.38% | 9,373 | $694,768 | $718,440 | +$23,672 | +3.41% | |
| Kraft, Davis & Associates, Llc | 0.14% | 9,241 | $682,632 | $708,323 | +$25,691 | +3.76% | |
| Gotham Asset Management, Llc | 0.00% | 8,145 | $603,762 | $624,314 | +$20,552 | +3.40% | |
| Arax Advisory Partners | 0.00% | 8,002 | $593,162 | $613,353 | +$20,191 | +3.40% |
Frequently asked questions about USMC
Who are the largest institutional holders of USMC?
The largest institutional holders of USMC reported in the latest SEC Form 13F filings include Principal Financial Group Inc, Principal Securities, Inc., Envestnet Asset Management Inc, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported USMC position.
What is USMC institutional ownership?
This page tracks USMC positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL US MEGA-CAP ETF (USMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USMC?
InsiderSet currently tracks 83 institutional managers reporting USMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USMC shareholders.
How much USMC stock do institutions own?
Institutional investment managers disclosed approximately $3.58B in USMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USMC institutional ownership last updated?
The latest USMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USMC position after the reporting date.
Are institutions buying or selling USMC?
Institutional buying and selling can be analyzed by comparing USMC positions across consecutive 13F reporting periods. InsiderSet's USMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USMC ownership changes.
How has USMC institutional ownership changed over time?
InsiderSet tracks USMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.