PRINCIPAL U.S. MEGA-CAP ETF

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

USMC (PRINCIPAL U.S. MEGA-CAP ETF) is held by 44 institutional investors as of Q2 2026. Largest holders: PRINCIPAL FINANCIAL GROUP INC ($2.4B), ENVESTNET ASSET MANAGEMENT INC ($339.2M), LPL Financial LLC ($79.3M). Net institutional sentiment: Mixed.

44

Holders

(7 Elite)

$3.1B

Total Value

59% (46)

Consensus

27 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)50

Insider (Form 4)50

Activist (13D/13G)58

Congressional (STOCK Act)80

Holder Quality

85

★★★★★

Elite

73

★★★★

Strong

13

★★★

Solid

51

★★

Below

26

★

Weak

Held by 44 funds

7 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for USMC.

Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Increased	32.3M(+7.1%)	$2.4B	1.2%	+56.08%	54
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+2.0%)	$339.2M	0.1%	+53.04%	32
LPL Financial LLC	Decreased	1.1M(-0.6%)	$79.3M	0.0%	+37.96%	0
WELLS FARGO & COMPANY/MN	Increased	1M(+4.3%)	$76.2M	0.0%	+28.38%	31
MORGAN STANLEY	Increased	691,776(+1.7%)	$51.3M	0.0%	+33.88%	30
RAYMOND JAMES FINANCIAL INC	Increased	635,412(+0.0%)	$47.1M	0.0%	+28.34%	29
IWIntegrated Wealth Concepts LLC	Increased	472,316(+82.8%)	$35M	0.2%	+8.46%	53
OSAIC HOLDINGS, INC.	Increased	210,429(+75.1%)	$15.6M	0.0%	+12.13%	42
NewEdge Advisors, LLC	Decreased	199,956(-33.5%)	$14.8M	0.0%	+48.68%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	185,788(-3.2%)	$13.8M	0.0%	+12.46%	0
EP Wealth Advisors, LLC	Increased	130,890(+1.4%)	$9.7M	0.0%	+34.74%	28
JPMORGAN CHASE & CO	Increased	83,874(+5.1%)	$6.2M	0.0%	+15.61%	29
ROYAL BANK OF CANADA	Decreased	75,946(-35.3%)	$5.6M	0.0%	+18.92%	0
US BANCORP \DE\	Increased	60,915(+13.4%)	$4.5M	0.0%	+19.34%	30
&PARTNERS	Increased	60,528(+2.1%)	$4.5M	0.0%	+12.21%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	56,399(-54.8%)	$4.2M	0.0%	+46.76%	0
Cetera Investment Advisers	Increased	42,953(+13.2%)	$3.2M	0.0%	+11.22%	30
MML INVESTORS SERVICES, LLC	Increased	36,317(+2.2%)	$2.7M	0.0%	+32.74%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	28,128(+65.0%)	$2.1M	0.0%	+9.02%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	24,337(-15.4%)	$1.8M	0.0%	+50.27%	0

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USMCPRINCIPAL U.S. MEGA-CAP ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer