Who owns USMC?
Institutional ownership of Principal U.S. Mega-Cap Multi-Factor Index ETF from Form 13F, Q2 2026
85 institutional managers reported holding Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) in Form 13F filings for Q2 2026, with 19,419,406 shares worth $1.4B. The largest reported holder was Principal Securities, Inc. Managers that filed both quarters cut a net 6,204,448 shares (-24.2%). 9 opened new positions and 12 sold out.
- Funds holding
- 85
- Value held
- $1.4B
- New / sold out
- 9 / 12
- Net shares, same filers
- -24.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of USMC
Share of 13F holdings is each fund's shares as a share of the 19,419,406 USMC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Integrated Wealth Concepts LLC Added+$15.9M
- Principal Financial Group Inc Added+$7.5M
- NewEdge Advisors, LLC Added+$7.4M
- Ameritas Advisory Services, LLC New+$6.8M
- Envestnet Asset Management Inc Added+$6.8M
- Osaic Holdings, Inc. Added+$6.7M
- Principal Securities, Inc. Added+$6.4M
- Cambridge Investment Research Advisors, Inc. Added+$3.2M
- Wells Fargo & Company Added+$3.1M
- Mcdonald Partners LLC Added+$2.4M
Biggest sellers in Q2 2026
- Oasis Advisors, LLC Trimmed-$507M
- Commonwealth Equity Services, LLC Trimmed-$5.1M
- Legacy CG, LLC Sold out-$4.0M
- AE Wealth Management LLC Sold out-$3.1M
- Royal Bank of Canada Trimmed-$3.1M
- Jackson Wealth Management, LLC Trimmed-$2.7M
- Orion Porfolio Solutions, LLC Trimmed-$2.7M
- Citadel Advisors LLC Sold out-$1.8M
- Richmond Investment Services, LLC Trimmed-$1.2M
- GTS Securities LLC Trimmed-$983K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $78.1M and sold $536M; 36 added and 23 trimmed.
Questions about USMC ownership
- Who owns USMC stock?
- 85 institutional investment managers reported USMC positions in their Form 13F filings for Q2 2026, holding 19,419,406 shares worth $1.4B in total. Principal Securities, Inc. reported the largest position.
- Are funds buying or selling USMC?
- In Q2 2026, 9 managers opened new USMC positions, 36 added, 23 trimmed and 12 sold out. Managers that filed in both quarters sold a net 6,204,448 shares.
- How current is this USMC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to USMC by CUSIP. Options are left out. USMC news and filings · USMC insider trades · Top funds