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Brinker Capital Investments’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Brinker Capital Investments’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Sell
6,681
-36,591
-85% -$2.61M ﹤0.01% 1473
2026
Q1 		$2.78M Sell
43,272
-263,096
-86% -$17.6M 0.02% 597
2025
Q4 		$21M Buy
306,368
+13,878
+5% +$949K 0.15% 116
2025
Q3 		$19.9M Buy
292,490
+23,898
+9% +$1.55M 0.15% 115
2025
Q2 		$16.8M Buy
268,592
+60,344
+29% +$3.51M 0.14% 127
2025
Q1 		$11.8M Buy
208,248
+62,850
+43% +$3.77M 0.12% 161
2024
Q4 		$8.73M Buy
+145,398
New +$8.57M 0.09% 216

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Brinker Capital Investments's USMC Position: Q2 2026 in Review

Brinker Capital Investments reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 85% in Q2 2026, selling an estimated $2.61M and leaving 6,681 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Brinker Capital Investments first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $21M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Brinker Capital Investments held 6,681 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $495K as of Q2 2026.
  • Brinker Capital Investments sold 36,591 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $2.61M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1473 holding.
  • Brinker Capital Investments first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Brinker Capital Investments's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $21M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.