HighTower Advisors
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HighTower Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

HighTower Advisors’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 		$428K Buy
5,779
+860
+17% +$61.3K ﹤0.01% 2886
2026
Q1 		$316K Sell
4,919
-355
-7% -$23.7K ﹤0.01% 3131
2025
Q4 		$361K Buy
5,274
+455
+9% +$31.1K ﹤0.01% 2890
2025
Q3 		$329K Buy
+4,819
New +$312K ﹤0.01% 2970

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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

HighTower Advisors's USMC Position: Q2 2026 in Review

HighTower Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 17% in Q2 2026, buying an estimated $61.3K and bringing the position to 5,779 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

HighTower Advisors first reported a position in USMC in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • HighTower Advisors held 5,779 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $428K as of Q2 2026.
  • HighTower Advisors bought 860 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $61.3K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2886 holding.
  • HighTower Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 4 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.