MML Investors Services
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MML Investors Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

MML Investors Services’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 		$2.29M Sell
35,533
-22,819
-39% -$1.53M 0.01% 1239
2025
Q4 		$3.99M Buy
58,352
+665
+1% +$45.5K 0.01% 987
2025
Q3 		$3.93M Sell
57,687
-1,096
-2% -$70.9K 0.01% 934
2025
Q2 		$3.68M Buy
58,783
+22,152
+60% +$1.29M 0.01% 934
2025
Q1 		$2.08M Buy
36,631
+21,051
+135% +$1.26M 0.01% 1164
2024
Q4 		$935K Buy
15,580
+3,208
+26% +$189K ﹤0.01% 1552
2024
Q3 		$705K Sell
12,372
-497
-4% -$27.3K ﹤0.01% 1663
2024
Q2 		$698K Buy
12,869
+3,206
+33% +$165K ﹤0.01% 1596
2024
Q1 		$496K Sell
9,663
-189
-2% -$9.35K ﹤0.01% 1791
2023
Q4 		$461K Buy
+9,852
New +$436K ﹤0.01% 1800
2023
Q3 		– Sell
-26,493
Closed -$1.16M – 2386
2023
Q2 		$1.16M Buy
+26,493
New +$1.09M 0.01% 1166

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

MML Investors Services's USMC Position: Q1 2026 in Review

MML Investors Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 39% in Q1 2026, selling an estimated $1.53M and leaving 35,533 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1239.

MML Investors Services first reported a position in USMC in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.99M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • MML Investors Services held 35,533 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.29M as of Q1 2026.
  • MML Investors Services sold 22,819 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $1.53M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1239 holding.
  • MML Investors Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • MML Investors Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.99M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.