JY
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Jeff Yass’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Jeff Yass’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 		$2.09M Buy
28,128
+11,078
+65% +$790K ﹤0.01% 6395
2026
Q1 		$1.1M Buy
+17,050
New +$1.14M ﹤0.01% 7639
2025
Q4 		– Sell
-28,800
Closed -$1.96M – 13694
2025
Q3 		$1.96M Buy
28,800
+14,179
+97% +$917K ﹤0.01% 5836
2025
Q2 		$915K Buy
14,621
+4,048
+38% +$236K ﹤0.01% 7671
2025
Q1 		$600K Buy
+10,573
New +$634K ﹤0.01% 8501
2024
Q4 		– Sell
-20,055
Closed -$1.14M – 13298
2024
Q3 		$1.14M Sell
20,055
-8,123
-29% -$446K ﹤0.01% 6480
2024
Q2 		$1.53M Buy
28,178
+8,028
+40% +$413K ﹤0.01% 5630
2024
Q1 		$1.03M Buy
20,150
+11,357
+129% +$562K ﹤0.01% 6823
2023
Q4 		$411K Sell
8,793
-32,507
-79% -$1.44M ﹤0.01% 9121
2023
Q3 		$1.77M Buy
41,300
+472
+1% +$20.8K ﹤0.01% 5374
2023
Q2 		$1.78M Buy
40,828
+4,092
+11% +$168K ﹤0.01% 5382
2023
Q1 		$1.46M Sell
36,736
-14,825
-29% -$562K ﹤0.01% 5866
2022
Q4 		$1.86M Buy
51,561
+39,983
+345% +$1.45M ﹤0.01% 4841
2022
Q3 		$391K Sell
11,578
-43,460
-79% -$1.65M ﹤0.01% 9117
2022
Q2 		$2.01M Buy
55,038
+27,774
+102% +$1.09M ﹤0.01% 4909
2022
Q1 		$1.17M Buy
27,264
+5,450
+25% +$228K ﹤0.01% 6736
2021
Q4 		$968K Buy
21,814
+1,590
+8% +$67.9K ﹤0.01% 7386
2021
Q3 		$815K Sell
20,224
-10,290
-34% -$423K ﹤0.01% 8086
2021
Q2 		$1.21M Sell
30,514
-69,763
-70% -$2.69M ﹤0.01% 7220
2021
Q1 		$3.7M Buy
100,277
+67,268
+204% +$2.43M ﹤0.01% 4507
2020
Q4 		$1.18M Buy
+33,009
New +$1.12M ﹤0.01% 6337
2020
Q2 		– Sell
-27,491
Closed -$712K – 10978
2020
Q1 		$712K Buy
27,491
+13,117
+91% +$393K ﹤0.01% 6150
2019
Q4 		$450K Buy
+14,374
New +$433K ﹤0.01% 7194
2019
Q3 		– Sell
-21,866
Closed -$636K – 10893
2019
Q2 		$636K Buy
21,866
+10,827
+98% +$307K ﹤0.01% 6745
2019
Q1 		$310K Sell
11,039
-19,096
-63% -$514K ﹤0.01% 7151
2018
Q4 		$753K Buy
30,135
+17,292
+135% +$462K ﹤0.01% 5238
2018
Q3 		$365K Buy
12,843
+5,008
+64% +$137K ﹤0.01% 7086
2018
Q2 		$206K Buy
+7,835
New +$202K ﹤0.01% 8564

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

Jeff Yass's USMC Position: Q2 2026 in Review

Jeff Yass increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 65% in Q2 2026, buying an estimated $790K and bringing the position to 28,128 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #6395.

Jeff Yass first reported a position in USMC in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.7M in Q1 2021. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Jeff Yass held 28,128 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.09M as of Q2 2026.
  • Jeff Yass bought 11,078 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $790K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6395 holding.
  • Jeff Yass first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • Jeff Yass's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.7M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.