USMC

PRINCIPAL US MEGA-CAP ETF
USCUSIP 74255Y870
Institutional Owners
29
-2 QoQ
13F Value Held
$390.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)15 adding · 12 trimming
Insider net (180d)+$0
Price history not yet available for USMC.

Top institutional holders

29 13F filers
#FundPosition valueSharesLast moveAs of
1PRINCIPAL SECURITIES, INC.
$304.6M
4.74MAddedQ1 2026
2NewEdge Advisors, LLC
$19.3M
300.8KNewQ1 2026
3Integrated Wealth Concepts LLC
$16.6M
258.4KAddedQ1 2026
4Segment Wealth Management, LLC
$16.4M
254.9KReducedQ1 2026
5EP Wealth Advisors, LLC
$8.3M
129.1KReducedQ1 2026
6&PARTNERS
$3.8M
59.3KAddedQ1 2026
7Smartleaf Asset Management LLC
$2.9M
46.6KReducedQ1 2026
8Orion Porfolio Solutions, LLC
$2.8M
43.3KReducedQ1 2026
9CreativeOne Wealth, LLC
$2.3M
36.5KReducedQ1 2026
10MML INVESTORS SERVICES, LLC
$2.3M
35.5KReducedQ1 2026
11CITADEL ADVISORS LLC
$1.8M
28.1KAddedQ1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.5M
23.8KReducedQ1 2026
13Kestra Advisory Services, LLC
$1.3M
20.0KReducedQ1 2026
14Prospera Financial Services Inc
$1.1M
16.9KAddedQ1 2026
15CITIZENS FINANCIAL GROUP INC/RI
$1.0M
16.2KAddedQ1 2026
16Steward Partners Investment Advisory, LLC
$707K
11.0KAddedQ1 2026
17Gotham Asset Management, LLC
$591K
9.2KAddedQ1 2026
18U.S. Capital Wealth Advisors, LLC
$515K
8.0KHeldQ1 2026
19Advisory Services Network, LLC
$487K
7.1KNewQ4 2025
20BLAIR WILLIAM & CO/IL
$438K
6.8KHeldQ1 2026
21Cornerstone Wealth Management, LLC
$417K
6.5KReducedQ1 2026
22Equitable Holdings, Inc.
$319K
4.7KAddedQ1 2026
23Private Advisor Group, LLC
$319K
5.0KAddedQ1 2026
24ASSETMARK, INC
$206K
3.2KAddedQ1 2026
25FLAGSHIP HARBOR ADVISORS, LLC
$147K
2.1KNewQ4 2025

Fund activity — latest quarter

Opened (NEW)
4
funds
Added
11
funds
Reduced
9
funds
Exited
3
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

26 funds+25 since Q2 2025
01428Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $390M

Funds that own USMC also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA29 funds$14.6B
ISHARES TRIVV29 funds$14.3B
STATE STREET SPDR S&P 500 ETFSPY29 funds$12.5B
MICROSOFT CORP COMMSFT29 funds$11.0B
ALPHABET INC CAP STK CL AGOOGL29 funds$8.1B
JPMORGAN CHASE &COJPM29 funds$5.8B
BROADCOM INC COMAVGO29 funds$5.7B
META PLATFORMS INC CL AMETA29 funds$5.3B
VANGUARD VALUE ETFVTV29 funds$4.9B
ALPHABET INC CAP STK CL CGOOG29 funds$4.6B
ISHARES TRAGG29 funds$3.9B
VANGUARD TAX-MANAGED FDSVEA29 funds$3.3B

Ranked by how many of USMC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.