Who owns USMC?
Principal U.S. Mega-Cap ETF · Principal
85 institutions reported holding USMC, worth $3.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Financial Group Inc. | Des Moines, IA | $2.4B | 32,298,980 | +2,145,416 shares |
| Principal Securities, Inc. | Des Moines, IA | $357.6M | 4,823,521 | +86,567 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $339.2M | 4,575,742 | +91,195 shares |
| LPL Financial LLC | Fort Mill, SC | $79.3M | 1,069,720 | −6,281 shares |
| Wells Fargo & Company | San Francisco, CA | $76.2M | 1,028,455 | +41,928 shares |
| Morgan Stanley | New York, NY | $51.3M | 691,776 | +11,685 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $47.1M | 635,412 | +280 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $35.0M | 472,316 | +213,926 shares |
| Oasis Advisors, LLC | Forest City, IA | $20.1M | 270,674 | −6,844,222 shares |
| Segment Wealth Management, LLC | Houston, TX | $19.8M | 267,031 | +12,138 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USMC?
85 institutional managers reported holding USMC in Form 13F filings for June 30, 2026, worth $3.6B in total. The largest reported position was held by Principal Financial Group Inc., at $2.4B.
Did institutions buy or sell USMC last quarter?
Reported 13F value rose 21.6% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.