Who Owns PRIN US MC ETF (USMC)? -- Institutional Holders (2026-06-30)

97 institutions reported holding $3.59B of PRIN US MC ETF (USMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($2.39B), PRINCIPAL SECURITIES, INC. ($357.6M), ENVESTNET ASSET MANAGEMENT INC ($339.2M), LPL Financial LLC ($79.3M), WELLS FARGO & COMPANY/MN ($76.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	PRINCIPAL FINANCIAL GROUP INC	$2.39B	32.3M	Added
2	PRINCIPAL SECURITIES, INC.	$357.6M	4.8M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$339.2M	4.6M	Added
4	LPL Financial LLC	$79.3M	1.1M	Trimmed
5	WELLS FARGO & COMPANY/MN	$76.2M	1.0M	Added
6	MORGAN STANLEY	$51.3M	691,776	Added
7	RAYMOND JAMES FINANCIAL INC	$47.1M	635,412	Added
8	Oasis Advisors, LLC	$20.1M	270,674	Trimmed
9	Segment Wealth Management, LLC	$19.8M	267,031	Added
10	Integrated Wealth Concepts LLC	$18.7M	252,839	Trimmed
11	Symphony Financial Services, Inc.	$18.5M	249,857	Added
12	Golden State Wealth Management, LLC	$15.8M	213,613	Added
13	OSAIC HOLDINGS, INC.	$15.6M	210,429	Added
14	NewEdge Advisors, LLC	$14.8M	199,956	Trimmed
15	MERCER GLOBAL ADVISORS INC /ADV	$13.8M	185,788	Trimmed
16	EP Wealth Advisors, LLC	$9.7M	130,890	Added
17	Ameritas Advisory Services, LLC	$6.8M	91,983	New
18	JPMORGAN CHASE & CO	$6.2M	83,874	Added
19	Royal Bank of Canada	$5.6M	75,946	Trimmed
20	US BANCORP \DE\	$4.5M	60,915	Added
21	&PARTNERS	$4.5M	60,528	Added
22	MCDONALD PARTNERS LLC	$4.4M	59,997	Added
23	Wealth Advisors of Iowa, LLC	$4.2M	56,564	Trimmed
24	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	56,399	Trimmed
25	Capital Investment Advisory Services, LLC	$3.9M	53,134	Added

Source: SEC Form 13F filings · as of 2026-06-30