Marshall Wace
USMC icon

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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Marshall Wace's USMC Position: Q1 2026 in Review

Marshall Wace opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026: 5,905 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Marshall Wace previously reported a position in USMC as recently as Q2 2025.

Marshall Wace first reported a position in USMC in Q3 2023 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Marshall Wace held 5,905 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $380K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Marshall Wace position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2570 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 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.