Principal US Mega-cap ETF (USMC): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow USMC for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 85

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$74.13

+15.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of USMC (all 13F filers)

Principal Financial Group32.3 MInsurance holding+2.1 M
Principal Securities4.8 MType not verified+87 K
Envestnet Asset Management4.6 MWealth adviser+91 K
LPL Financial1.1 MWealth adviser−6,281
Wells Fargo1.0 MBank or trading desk+42 K
Morgan Stanley692 KBank or trading desk+12 K
Raymond James Financial635 KWealth adviser+280
Oasis Advisors271 KType not verifiedno data
Segment Wealth Management267 KWealth adviser+12 K
Integrated Wealth Concepts253 KWealth adviser−5,551

Filer	Type
Principal Financial Group	Insurance holding	32.3 M	+2.1 M	$2.4 bn
Principal Securities	Type not verified	4.8 M	+87 K	$358M
Envestnet Asset Management	Wealth adviser	4.6 M	+91 K	$339M
LPL Financial	Wealth adviser	1.1 M	−6,281	$79.3M
Wells Fargo	Bank or trading desk	1.0 M	+42 K	$76.2M
Morgan Stanley	Bank or trading desk	692 K	+12 K	$51.3M
Raymond James Financial	Wealth adviser	635 K	+280	$47.1M
Oasis Advisors	Type not verified	271 K	no data	$20.1M
Segment Wealth Management	Wealth adviser	267 K	+12 K	$19.8M
Integrated Wealth Concepts	Wealth adviser	253 K	−5,551	$18.7M

Principal Financial Group
Shares
32.3 M
Change
+2.1 M
See more
Type
Insurance holding
Value
$2.4 bn
Principal Securities
Shares
4.8 M
Change
+87 K
See more
Type
Type not verified
Value
$358M
Envestnet Asset Management
Shares
4.6 M
Change
+91 K
See more
Type
Wealth adviser
Value
$339M
LPL Financial
Shares
1.1 M
Change
−6,281
See more
Type
Wealth adviser
Value
$79.3M
Wells Fargo
Shares
1.0 M
Change
+42 K
See more
Type
Bank or trading desk
Value
$76.2M
Morgan Stanley
Shares
692 K
Change
+12 K
See more
Type
Bank or trading desk
Value
$51.3M
Raymond James Financial
Shares
635 K
Change
+280
See more
Type
Wealth adviser
Value
$47.1M
Oasis Advisors
Shares
271 K
Change
no data
See more
Type
Type not verified
Value
$20.1M
Segment Wealth Management
Shares
267 K
Change
+12 K
See more
Type
Wealth adviser
Value
$19.8M
Integrated Wealth Concepts
Shares
253 K
Change
−5,551
See more
Type
Wealth adviser
Value
$18.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗