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
Q2 		$2.69M Buy
36,317
+784
+2% +$55.9K 0.01% 1362
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 $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 22.9% 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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

MML Investors Services's USMC Position: Q2 2026 in Review

MML Investors Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.2% in Q2 2026, buying an estimated $55.9K and bringing the position to 36,317 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #1362.

MML Investors Services first reported a position in USMC in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.99M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • MML Investors Services held 36,317 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.69M as of Q2 2026.
  • MML Investors Services bought 784 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $55.9K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1362 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 12 quarters since.
  • MML Investors Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.99M 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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.