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Position history for LPL Financial LLCLPL Financial LLC's holdings in PRINCIPAL U.S. MEGA-CAP ETF

LPL Financial LLC holds 1.1M shares of USMC (PRINCIPAL U.S. MEGA-CAP ETF), worth $79.3M as of 2026-Q2. The position was decreased (-0.6% shares). USMC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$79.3M

Current Shares

1.1M

Total Value Change

+$54.1M

Total Shares Change

+627,812

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-0.6%
$79.3M0.0%$73.99
0
2026-Q1
Decreased
1.1M
-23.4%
$69.2M0.0%$66.80
0
2025-Q4
Increased
1.4M
+6.6%
$96.1M0.0%$68.89
32
2025-Q3
Increased
1.3M
+4.8%
$89.8M0.0%$67.50
31
2025-Q2
Increased
1.3M
+58.7%
$78.6M0.0%$61.78
43
2025-Q1
Increased
791,637
+38.7%
$44.9M0.0%$56.11
38
2024-Q4
Increased
570,746
+29.1%
$34.3M0.0%$59.64
36
2024-Q3
Increased
441,908
+13.7%
$25.2M0.0%$55.95
32

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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