Marshall Wace’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Marshall Wace’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	$203K	Sell	2,741 -3,164	-54%	-$226K	﹤0.01%	2835
2026 Q1	$380K	Buy	+5,905	New	+$395K	﹤0.01%	2570
2025 Q3	–	Sell	-3,912	Closed	-$245K	–	3433
2025 Q2	$245K	Buy	+3,912	New	+$228K	﹤0.01%	2391
2023 Q4	–	Sell	-5,632	Closed	-$241K	–	2633
2023 Q3	$241K	Buy	+5,632	New	+$248K	﹤0.01%	1942

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Marshall Wace's USMC Position: Q2 2026 in Review

Marshall Wace reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 54% in Q2 2026, selling an estimated $226K and leaving 2,741 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Marshall Wace first reported a position in USMC in Q3 2023 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Marshall Wace held 2,741 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $203K as of Q2 2026.
Marshall Wace sold 3,164 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $226K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2835 holding.
Marshall Wace first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and has held it in 4 quarters since.
Marshall Wace's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $380K in Q1 2026.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.