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Disclosery

USMC PRINCIPAL EXCHANGE TRADED FD

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USMC (fund)

84 managers (85 13F filers) reported a position in USMC shares at 2026-06-30, 48,638,736 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
84
13F filers
85
New
10
Added
39
Reduced
24
Sold out
12
Shares held by filers
48,638,736

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding37,122,501$2.75B+2,231,983Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,575,742$339M0.08%+91,19513F-HRTimelineGroup
LPL Financial LLC1,069,720$79.3M0.02%-6,28113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,028,455$76.2M0.01%+41,92813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY691,776$51.3M<0.01%+11,68513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC635,412$47.1M0.01%+28013F-HRTimelineGroup
Integrated Wealth Concepts LLC472,316$35M0.17%+213,92613F-HRTimeline
Oasis Advisors, LLC270,674$20.1M13.02%-6,844,22213F-HRTimeline
Segment Wealth Management, LLC267,031$19.8M1.03%+12,13813F-HRTimeline
Symphony Financial Services, Inc.249,857$18.5M8.32%+7,23813F-HRTimeline
Golden State Wealth Management, LLC213,613$15.8M1.44%+3,91013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,429$15.6M0.02%+90,23813F-HRTimelineGroup
NewEdge Advisors, LLC199,956$14.8M0.04%-100,87113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV185,788$13.8M0.02%-6,09613F-HR/ATimeline
EP Wealth Advisors, LLC130,890$9.7M0.04%+1,78313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…91,983$6.82M0.14%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO83,874$6.19M<0.01%+4,08013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,946$5.63M<0.01%-41,42813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\60,915$4.52M<0.01%+7,20013F-HRTimelineGroup
&PARTNERS60,528$4.49M0.02%+1,23913F-HRTimeline
MCDONALD PARTNERS LLC59,997$4.45M1.08%+32,08813F-HRTimeline
Wealth Advisors of Iowa, LLC56,564$4.19M1.14%-5,09513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,399$4.18M0.01%-68,48013F-HRTimeline
Capital Investment Advisory Services, L…53,134$3.94M0.24%+31913F-HRTimeline
Smartleaf Asset Management LLC46,610$3.44M0.11%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC43,879$3.25M0.32%+8,66913F-HRTimeline
Cetera Investment Advisers42,953$3.18M<0.01%+5,02313F-HRTimeline
Cambridge Investment Research Advisors,…41,439$3.07M0.01%+1,60213F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,761$2.72M0.06%+29813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC36,317$2.69M0.01%+78413F-HRTimeline
PMG Wealth Management, Inc.33,505$2.48M1.53%+57413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,128$2.09M<0.01%+11,07813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,337$1.8M<0.01%-4,42713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,845$1.78M<0.01%+213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,121$1.71M<0.01%+10,87613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,997$1.63M<0.01%-2813F-HRTimelineGroup
Private Advisor Group, LLC21,234$1.57M0.01%+16,27913F-HRTimeline
UBS Group AGin group UBS Group AG19,843$1.47M<0.01%-1,96113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,269$1.43M<0.01%-72313F-HRTimelineGroup
Qube Research & Technologies Ltd16,989$1.26M<0.01%new13F-HRTimeline
Prospera Financial Services Inc16,938$1.26M0.02%+1013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,730$1.24M<0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,370$1.21M0.01%+17213F-HRTimelineGroup
Richmond Investment Services, LLC15,765$1.17M0.37%-16,11213F-HRTimeline
GTS SECURITIES LLC13,248$982K0.02%-13,26313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,516$928K0.02%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,275$836K<0.01%+28413F-HRTimeline
Cannon Wealth Management Services, LLC9,373$695K0.38%+113F-HRTimeline
Kraft, Davis & Associates, LLC9,241$683K0.14%013F-HRTimeline
Gotham Asset Management, LLC8,145$604K<0.01%-1,04613F-HRTimeline
Arax Advisory Partners8,002$593K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,068$524K<0.01%+26313F-HRTimeline
Advisory Services Network, LLC6,740$500K0.01%+23213F-HRTimeline
Orion Porfolio Solutions, LLC6,681$495K<0.01%-36,59113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.6,617$490K0.12%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,329$469K0.02%-14913F-HRTimeline
HighTower Advisors, LLC5,779$428K<0.01%+86013F-HRTimeline
Jackson Wealth Management, LLC5,780$428K0.25%-36,81913F-HRTimeline
Simplicity Wealth,LLC5,056$375K0.01%+42513F-HRTimeline
Janney Montgomery Scott LLC4,948$367K<0.01%+2213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,318$320K<0.01%-32113F-HRTimelineGroup
Perennial Investment Advisors, LLC4,249$315K0.02%013F-HRTimeline
Cornerstone Planning Group LLC4,203$313K0.04%-4813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,113$305K<0.01%-54913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,837$284K<0.01%+63113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,390$251K<0.01%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,741$203K<0.01%-3,16413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,716$201K<0.01%-9,52313F-HRTimelineGroup
Concorde Asset Management, LLC2,700$200K0.12%new13F-HRTimeline
Cape Investment Advisory, Inc.2,412$179K0.05%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,370$102K0.04%+14313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,244$92.2K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,155$85.6K<0.01%+90613F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,084$82.5K0.01%13F-HRTimeline
Regatta Research & Money Management609$45.1K0.04%13F-HRTimeline
Farther Finance Advisors, LLC544$40.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC500$37.1K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC418$31K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC367$27.2K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.215$15.9K<0.01%-613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…98$7.28K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.54$4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…44$3.26K<0.01%-11913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27$2K<0.01%013F-HRTimeline