Principal US Mega-cap ETF
$76.50+0.9%
-$299.2M
Net Activity
-7.97% total shares
Institutions Holding
85
Popularity Rank
#4961
Avg Weight
0.42%
Total Value
$3.6B
85 institutions currently hold USMC, with 50 net buyers and 37 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
37
Net Buying Institutions
50
Top 5 by Value
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Across its top 20 institutional holders, USMC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 33/100).
USMC ranks #4961 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
USMC is a top-conviction position for Oasis Advisors, LLC — at 13.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in USMC belongs to Principal Financial Group Inc, but the position matters far more to Oasis Advisors, LLC, who has 13.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wells Fargo & Company/mn has added to its USMC position for two straight quarters, increasing it by $32.4M to reach $76.2M today.
Orion Porfolio Solutions, LLC has trimmed its USMC position for two straight quarters, cutting it by $20.5M while still holding $495.3K.
USMC is up 0.9% today, but institutions show net selling of $299.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$226.8M
Total Buy Value
$31.4M
Total Sell Value
50
Net Buyers
37
Net Sellers
USMC
Q2 2026
Top 5 Institutional Movers
+$453.6M
+$52.9M
+$50.8M
+$18.4M
+$12.8M
USMC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
74255Y870
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,126
Total reported value
$257.5B
Held by 4126 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Access USMC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/USMCCLI
npx alphasmo stocks get USMC