PRINCIPAL EXCHANGE TRADED FD

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USMC·74255Y870·US·ETF·Unknown - Unknown

USMC (PRINCIPAL EXCHANGE TRADED FD) is held by 44 institutional investors as of Q1 2026. Largest holders: PRINCIPAL FINANCIAL GROUP INC ($1.9B), ENVESTNET ASSET MANAGEMENT INC ($288.4M), LPL Financial LLC ($69.2M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Decreased	30.2M(-3.7%)	$1.9B	1.0%	+59.36%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4.5M(+5.0%)	$288.4M	0.1%	+51.99%	32
LPL Financial LLC	Decreased	1.1M(-23.4%)	$69.2M	0.0%	+35.64%	0
WELLS FARGO & COMPANY/MN	Increased	986,527(+54.1%)	$63.4M	0.0%	+27.58%	42
MORGAN STANLEY	Decreased	680,091(-2.2%)	$43.7M	0.0%	+32.32%	0
RAYMOND JAMES FINANCIAL INC	Decreased	635,132(-14.7%)	$40.8M	0.0%	+26.19%	0
NewEdge Advisors, LLC	Decreased	300,827(-4.0%)	$19.3M	0.1%	+46.18%	0
IWIntegrated Wealth Concepts LLC	Increased	258,390(+6.9%)	$16.6M	0.1%	+11.93%	36
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	191,884(-78.5%)	$12.3M	0.0%	+10.56%	0
EP Wealth Advisors, LLC	Decreased	129,107(-3.3%)	$8.3M	0.0%	+33.05%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	124,879(+8.3%)	$8M	0.0%	+44.28%	30
OSAIC HOLDINGS, INC.	Decreased	120,191(-16.2%)	$7.7M	0.0%	+18.50%	0
ROYAL BANK OF CANADA	Increased	117,374(+35.4%)	$7.5M	0.0%	+17.98%	36
JPMORGAN CHASE & CO	Increased	79,794(+27.3%)	$5M	0.0%	+15.98%	33
&PARTNERS	Increased	59,289(+3.5%)	$3.8M	0.0%	+10.54%	28
US BANCORP \DE\	Increased	53,715(+15.5%)	$3.5M	0.0%	+19.95%	31
AE Wealth Management LLC	New	48,218	$3.1M	0.0%	+11.72%	37
OPOrion Porfolio Solutions, LLC	Decreased	43,272(-85.9%)	$2.8M	0.0%	+23.62%	0
Cetera Investment Advisers	Decreased	37,930(-56.0%)	$2.4M	0.0%	+10.57%	0
MML INVESTORS SERVICES, LLC	Decreased	35,533(-39.1%)	$2.3M	0.0%	+31.35%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer