13F Insight
DOSSIER · 13F Holders · Q2 2026
USMC

PRINCIPAL EXCHANGE TRADED FD

92 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y870·92 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
92
filers reporting
Concentration
66.45%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported USMC in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 66.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$2.4B32.3M1.18%Q2 202602
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$358M4.8M4.30%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$339M4.6M0.08%Q2 202604
LPL Financial LLC
CIK 0001403438
$79M1.1M0.02%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$76M1.0M0.01%Q2 202606
O'Brien Wealth Partners LLC
CIK 0001689874
$61M894K8.09%Q4 202507
MORGAN STANLEY
CIK 0000895421
$51M692K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$47M635K0.01%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$35M472K0.17%Q2 202610
Orion Portfolio Solutions, LLC
CIK 0001802647
$21M354K0.10%Q1 202511
Oasis Advisors, LLC
CIK 0002124777
$20M271K13.02%Q2 202612
Segment Wealth Management, LLC
CIK 0001575581
$20M267K1.03%Q2 202613
Symphony Financial Services, Inc.
CIK 0002031979
$19M250K8.32%Q2 202614
Golden State Wealth Management, LLC
CIK 0001776033
$16M214K1.44%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M210K0.02%Q2 202616
NewEdge Advisors, LLC
CIK 0001633516
$15M200K0.04%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$14M186K0.02%Q2 202618
EP Wealth Advisors, LLC
CIK 0001540569
$10M131K0.04%Q2 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$7M92K0.14%Q2 202620
JPMORGAN CHASE & CO
CIK 0000019617
$6M84K0.00%Q2 2026
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