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Joel Greenblatt’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Joel Greenblatt’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 		$604K Sell
8,145
-1,046
-11% -$74.6K ﹤0.01% 1470
2026
Q1 		$591K Buy
9,191
+1,098
+14% +$73.4K ﹤0.01% 1447
2025
Q4 		$554K Sell
8,093
-10,612
-57% -$726K ﹤0.01% 1412
2025
Q3 		$1.28M Buy
+18,705
New +$1.21M 0.01% 1130

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

Joel Greenblatt's USMC Position: Q2 2026 in Review

Joel Greenblatt reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 11% in Q2 2026, selling an estimated $74.6K and leaving 8,145 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Joel Greenblatt first reported a position in USMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Joel Greenblatt held 8,145 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $604K as of Q2 2026.
  • Joel Greenblatt sold 1,046 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $74.6K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1470 holding.
  • Joel Greenblatt 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.
  • Joel Greenblatt's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.28M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.