LPL Financial
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LPL Financial’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

LPL Financial’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 		$79.3M Sell
1,069,720
-6,281
-0.6% -$448K 0.02% 793
2026
Q1 		$69.2M Sell
1,076,001
-328,126
-23% -$21.9M 0.02% 765
2025
Q4 		$96.1M Buy
1,404,127
+87,122
+7% +$5.96M 0.03% 567
2025
Q3 		$89.8M Buy
1,317,005
+60,714
+5% +$3.93M 0.03% 568
2025
Q2 		$78.6M Buy
1,256,291
+464,654
+59% +$27M 0.03% 578
2025
Q1 		$44.9M Buy
791,637
+220,891
+39% +$13.3M 0.02% 730
2024
Q4 		$34.3M Buy
570,746
+128,838
+29% +$7.6M 0.01% 824
2024
Q3 		$25.2M Buy
441,908
+53,062
+14% +$2.91M 0.01% 920
2024
Q2 		$21.1M Sell
388,846
-104,019
-21% -$5.35M 0.01% 940
2024
Q1 		$25.3M Buy
492,865
+26,616
+6% +$1.32M 0.01% 838
2023
Q4 		$21.8M Buy
466,249
+155,307
+50% +$6.87M 0.01% 839
2023
Q3 		$13.3M Buy
310,942
+34,866
+13% +$1.54M 0.01% 996
2023
Q2 		$12.1M Buy
276,076
+124,349
+82% +$5.11M 0.01% 1038
2023
Q1 		$6.04M Buy
151,727
+7,857
+5% +$298K ﹤0.01% 1390
2022
Q4 		$5.19M Sell
143,870
-11,075
-7% -$401K ﹤0.01% 1424
2022
Q3 		$5.23M Buy
154,945
+14,265
+10% +$541K 0.01% 1349
2022
Q2 		$5.15M Buy
140,680
+5,873
+4% +$231K ﹤0.01% 1376
2022
Q1 		$5.75M Sell
134,807
-5,716
-4% -$240K ﹤0.01% 1359
2021
Q4 		$6.22M Sell
140,523
-5,752
-4% -$246K 0.01% 1312
2021
Q3 		$5.9M Buy
146,275
+11,742
+9% +$483K 0.01% 1286
2021
Q2 		$5.34M Sell
134,533
-10,518
-7% -$405K 0.01% 1300
2021
Q1 		$5.36M Sell
145,051
-1,978
-1% -$71.5K 0.01% 1191
2020
Q4 		$5.25M Sell
147,029
-6,498
-4% -$221K 0.01% 1092
2020
Q3 		$5.07M Buy
153,527
+2,679
+2% +$86.3K 0.01% 952
2020
Q2 		$4.53M Buy
150,848
+46,650
+45% +$1.35M 0.01% 927
2020
Q1 		$2.7M Buy
104,198
+20,269
+24% +$607K 0.01% 1019
2019
Q4 		$2.63M Buy
83,929
+21,090
+34% +$635K ﹤0.01% 1186
2019
Q3 		$1.85M Buy
62,839
+11,934
+23% +$348K ﹤0.01% 1314
2019
Q2 		$1.48M Buy
50,905
+22,529
+79% +$640K ﹤0.01% 1437
2019
Q1 		$797K Buy
28,376
+18,026
+174% +$486K ﹤0.01% 1816
2018
Q4 		$260K Buy
+10,350
New +$276K ﹤0.01% 2582

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
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

LPL Financial's USMC Position: Q2 2026 in Review

LPL Financial reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.58% in Q2 2026, selling an estimated $448K and leaving 1,069,720 shares worth $79.3M. The position accounts for 0.02% of the portfolio, ranked #793.

LPL Financial first reported a position in USMC in Q4 2018 and has held it in 31 quarters since. The position peaked at $96.1M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • LPL Financial held 1,069,720 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $79.3M as of Q2 2026.
  • LPL Financial sold 6,281 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $448K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #793 holding.
  • LPL Financial first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • LPL Financial's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $96.1M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.