§ EQUITY
USDUSMC
PRINCIPAL US MEGA-CAP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
52 increased/new, 23 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 27.2M | 0.9% | −4% |
| PRINCIPAL SECURITIES, INC. | 4.7M | 4.5% | +6% |
| ENVESTNET ASSET MANAGEMENT INC | 4.5M | 0.1% | +5% |
| PRINCIPAL FINANCIAL GROUP INC | 2.9M | 0.1% | n/a |
| LPL Financial LLC | 1.1M | 0.0% | −23% |
| Morgan Stanley IM | 680K | 0.0% | −51% |
◇ AC INTELLIGENCE
Top institutional owners for USMC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
INCOME / DEFENSIVE57.1% · 2 holders
OTHER39.1% · 69 holders
DEALER / BANK3.7% · 11 holders
TACTICAL / MACRO0.1% · 1 holder
QUALITY / COMPOUNDER0.0% · 3 holders
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for USMC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention USMC yet.