Envestnet Asset Management
USMC icon

Envestnet Asset Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Envestnet Asset Management’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 		$339M Buy
4,575,742
+91,195
+2% +$6.5M 0.08% 221
2026
Q1 		$288M Buy
4,484,547
+212,879
+5% +$14.2M 0.08% 235
2025
Q4 		$292M Buy
4,271,668
+95,527
+2% +$6.53M 0.09% 214
2025
Q3 		$285M Buy
4,176,141
+361,890
+9% +$23.4M 0.08% 230
2025
Q2 		$239M Sell
3,814,251
-253,324
-6% -$14.7M 0.07% 265
2025
Q1 		$231M Sell
4,067,575
-157,817
-4% -$9.47M 0.07% 258
2024
Q4 		$254M Sell
4,225,392
-59,352
-1% -$3.5M 0.08% 223
2024
Q3 		$244M Buy
4,284,744
+73,043
+2% +$4.01M 0.08% 232
2024
Q2 		$228M Buy
4,211,701
+529,078
+14% +$27.2M 0.08% 234
2024
Q1 		$189M Buy
3,682,623
+2,041,884
+124% +$101M 0.07% 265
2023
Q4 		$76.7M Buy
1,640,739
+165,820
+11% +$7.34M 0.03% 468
2023
Q3 		$63.2M Sell
1,474,919
-17,901
-1% -$790K 0.03% 493
2023
Q2 		$65.2M Buy
1,492,820
+120,191
+9% +$4.94M 0.03% 456
2023
Q1 		$54.6M Buy
1,372,629
+103,470
+8% +$3.92M 0.03% 471
2022
Q4 		$45.8M Buy
1,269,159
+233,228
+23% +$8.44M 0.02% 511
2022
Q3 		$35M Buy
1,035,931
+99,883
+11% +$3.79M 0.02% 548
2022
Q2 		$34.3M Buy
936,048
+150,748
+19% +$5.94M 0.02% 550
2022
Q1 		$33.5M Buy
785,300
+188,876
+32% +$7.92M 0.02% 630
2021
Q4 		$26.4M Buy
596,424
+223,814
+60% +$9.56M 0.01% 727
2021
Q3 		$15M Buy
372,610
+95,053
+34% +$3.91M 0.01% 933
2021
Q2 		$11M Buy
277,557
+46,961
+20% +$1.81M 0.01% 1072
2021
Q1 		$8.51M Buy
230,596
+19,065
+9% +$689K 0.01% 1139
2020
Q4 		$7.54M Buy
211,531
+9,686
+5% +$329K 0.01% 1064
2020
Q3 		$6.66M Sell
201,845
-69,129
-26% -$2.23M 0.01% 1006
2020
Q2 		$8.14M Buy
270,974
+27,593
+11% +$799K 0.01% 866
2020
Q1 		$6.31M Buy
243,381
+33,895
+16% +$1.01M 0.01% 870
2019
Q4 		$6.56M Sell
209,486
-2,127,954
-91% -$64.1M 0.01% 982
2019
Q3 		$68.7M Buy
2,337,440
+109,503
+5% +$3.19M 0.08% 201
2019
Q2 		$64.8M Buy
2,227,937
+862,287
+63% +$24.5M 0.08% 184
2019
Q1 		$38.3M Buy
1,365,650
+8,160
+0.6% +$220K 0.05% 267
2018
Q4 		$34.1M Buy
1,357,490
+7,831
+0.6% +$209K 0.05% 249
2018
Q3 		$38.3M Buy
+1,349,659
New +$37M 0.07% 119

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
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
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Envestnet Asset Management's USMC Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2% in Q2 2026, buying an estimated $6.5M and bringing the position to 4,575,742 shares worth $339M. The position accounts for 0.08% of the portfolio, ranked #221.

Envestnet Asset Management first reported a position in USMC in Q3 2018 and has held it in 32 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Envestnet Asset Management held 4,575,742 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $339M as of Q2 2026.
  • Envestnet Asset Management bought 91,195 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $6.5M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.08% of Envestnet Asset Management's portfolio in Q2 2026, its #221 holding.
  • Envestnet Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2018 and has held it in 32 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.