79 tracked 13F filers disclose a position in USMC as of the latest SEC 13F filings, a combined $3.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.9B | 30.2M | ▼−3.7% Reduced · −1.1M sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $357.6M | 4.8M | ▲+1.8% Added · +87K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $288.4M | 4.5M | ▲+5.0% Added · +213K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $69.2M | 1.1M | ▼−23% Reduced · −328K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $63.4M | 987K | ▲+54% Added · +346K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $43.7M | 680K | ▼−2.2% Reduced · −15K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.8M | 635K | ▼−15% Reduced · −110K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $35.0M | 472K | ▲+83% Added · +214K sh | Q2 2026 | |
| 9 | Oasis Advisors, LLC | $20.1M | 271K | ▼−96% Reduced · −6.8M sh | Q2 2026 | |
| 10 | Segment Wealth Management, LLC | $19.8M | 267K | ▲+4.8% Added · +12K sh | Q2 2026 | |
| 11 | Symphony Financial Services, Inc. | $18.5M | 250K | ▲+3.0% Added · +7K sh | Q2 2026 | |
| 12 | Golden State Wealth Management, LLC | $15.8M | 214K | ▲+1.9% Added · +4K sh | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | $14.8M | 200K | ▼−34% Reduced · −101K sh | Q2 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 192K | ▼−79% Reduced · −702K sh | Q1 2026 | |
| 15 | EP Wealth Advisors, LLC | $9.7M | 131K | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 125K | ▲+8.3% Added · +10K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $7.7M | 120K | ▼−16% Reduced · −23K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $7.5M | 117K | ▲+35% Added · +31K sh | Q1 2026 | |
| 19 | Ameritas Advisory Services, LLC | $6.8M | 92K | ▲New +92K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $5.0M | 80K | ▲+27% Added · +17K sh | Q1 2026 | |
| 21 | &PARTNERS | $4.5M | 61K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 22 | MCDONALD PARTNERS LLC | $4.4M | 60K | ▲+115% Added · +32K sh | Q2 2026 | |
| 23 | Wealth Advisors of Iowa, LLC | $4.2M | 57K | ▼−8.3% Reduced · −5K sh | Q2 2026 | |
| 24 | US BANCORP \DE\ | $3.5M | 54K | ▲+16% Added · +7K sh | Q1 2026 | |
| 25 | Capital Investment Advisory Services, LLC | $3.9M | 53K | ▲+0.6% Added · +319 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in USMC and 11 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 32 funds | $16.4B |
| NVIDIA CORPNVDA | 31 funds | $20.7B |
| MICROSOFT CORPMSFT | 31 funds | $12.8B |
| AMAZON.COM INCAMZN | 31 funds | $11.2B |
| ALPHABET INC-CL AGOOGL | 31 funds | $8.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $1.9B |
| BROADCOM INCAVGO | 30 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $6.2B |
| TESLA INCTSLA | 30 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.6B |
| ELI LILLY & COLLY | 30 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $3.0B |
Ranked by how many of USMC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 97 funds | $1.8B |
| USMCthis pageUSMC | 79 funds | $3.1B |
| YLDmc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 23 funds | $1.6B |
| IGPRNC INVT GRAD | 22 funds | $285.7M |
| PSETQUALITY ETF | 18 funds | $26.6M |
| PYPRNCPL VLU ETF | 17 funds | $263.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USMC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USMC/capital-change-brief"
Use Arkolith's capital_change_brief for USMC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.