USMC — PRINCIPAL US MEGA-CAP ETF
As of Q2 2026, 11 SEC-registered investment managers reported holding USMC (PRINCIPAL US MEGA-CAP ETF) in their latest 13F filings, with a combined reported value of $2.53B across 34.17M shares. That is +7.2% by share count (+2.28M shares) versus the previous quarter, while reported value moved +23.4%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Principal Global Investors history | Q2 2026 | 32.30M | $2.39B | 1.18% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.03M | $76.24M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 691.78K | $51.28M | 0.00% | Add |
| Two Sigma Investments history | Q4 2025 | 141.00K | $9.65M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 83.87K | $6.19M | 0.00% | New |
| Citadel Advisors history | Q1 2026 | 28.05K | $1.80M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 23.12K | $1.71M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 19.84K | $1.47M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 16.73K | $1.24M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 3.39K | $251.29K | 0.00% | New |
| Marshall Wace history | Q2 2026 | 2.74K | $203.19K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.16K | $85.63K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 367 | $27.20K | 0.00% | New |
| PNC Financial Services history | Q1 2026 | 147 | $9.45K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 83.87K sh · $6.19M
- Goldman Sachs Group 16.73K sh · $1.24M
- D. E. Shaw & Co 3.39K sh · $251.29K
- Citigroup Inc 367 sh · $27.20K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 28.05K sh · $1.80M
- PNC Financial Services sold 147 sh · $9.45K
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | 868.23K | 35.99M | 30.15M | 30.15M | 23.80M | 23.81M | 23.89M | 27.69M | 27.68M | 37.57M | 35.10M | 35.22M | 33.69M | 31.08M | 30.08M | 37.29M | 37.45M | 31.30M | 30.15M | 32.30M |
| Wells Fargo & Co | 207.98K | 111.21K | 109.66K | 102.83K | 102.64K | 103.47K | 99.77K | 106.39K | 109.37K | 219.10K | 215.63K | 219.12K | 196.84K | 288.34K | 579.07K | 602.09K | 596.50K | 640.14K | 986.53K | 1.03M |
| Morgan Stanley | 109.30K | 110.40K | 88.11K | 85.27K | 80.93K | 78.59K | 54.70K | 65.40K | 66.39K | 261.94K | 346.75K | 374.38K | 418.49K | 469.04K | 579.04K | 636.87K | 652.17K | 695.33K | 680.09K | 691.78K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | 16.68K | 21.28K | 23.31K | 632 | 18.51K | 23.82K | 33.23K | 48.23K | 62.70K | — | 83.87K |
| Bank of America Corp | 50.32K | 52.03K | 52.85K | 53.49K | 58.83K | 30.94K | 230 | — | — | 910 | 582 | 582 | 3.61K | 3.67K | 10.70K | 10.77K | 10.84K | 8.58K | 12.24K | 23.12K |
| UBS Group AG | 9.80K | 11.11K | 11.73K | 11.93K | 16.61K | 16.80K | 10.21K | 1.48K | 1.40K | 1.40K | 1.40K | 2.95K | 15.51K | 18.82K | 23.28K | 55.11K | 59.54K | 22.15K | 21.80K | 19.84K |
| Goldman Sachs Group | — | — | — | — | 33.74K | 26.23K | 28.15K | — | — | 36.70K | — | — | 8.93K | — | — | — | — | — | — | 16.73K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.13K | — | — | 3.39K |
| Marshall Wace | — | — | — | — | — | — | — | — | 5.63K | — | — | — | — | — | — | 3.91K | — | — | 5.91K | 2.74K |
| Fidelity Management & Research (FMR) | 96 | 96 | 73 | 32 | 32 | 32 | 32 | 29 | 30 | — | — | — | — | — | 6 | 9 | 9 | 9 | 249 | 1.16K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 367 |
| Citadel Advisors | 8.67K | — | 23.58K | 32.96K | — | 25.06K | — | — | 10.92K | — | — | — | 5.16K | 9.52K | — | 24.00K | 25.68K | 21.20K | 28.05K | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.70K | 19.40K | 116.40K | 116.40K | 141.00K | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 147 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details