D.E. Shaw & Co
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D.E. Shaw & Co’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

D.E. Shaw & Co’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 		$251K Buy
+3,390
New +$242K ﹤0.01% 4479
2025
Q4 		– Sell
-3,126
Closed -$213K – 5028
2025
Q3 		$213K Buy
+3,126
New +$202K ﹤0.01% 4257

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

D.E. Shaw & Co's USMC Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 3,390 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #4479 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in USMC as recently as Q3 2025.

D.E. Shaw & Co first reported a position in USMC in Q3 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • D.E. Shaw & Co held 3,390 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $251K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new D.E. Shaw & Co position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #4479 holding.
  • D.E. Shaw & Co first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.