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David Shaw’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

David Shaw’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

David Shaw's USMC Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in USMC as recently as Q3 2025.

David Shaw 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.

  • David Shaw 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 David Shaw position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4479 holding.
  • David Shaw 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.