Rockefeller Capital Management
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Rockefeller Capital Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Rockefeller Capital Management’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 		$7.28K Hold
98
– – ﹤0.01% 4132
2026
Q1 		$6.31K Hold
98
– – ﹤0.01% 4175
2025
Q4 		$6.72K Buy
98
+95
+3,167% +$6.5K ﹤0.01% 3967
2025
Q3 		$214 Buy
+3
New +$194 ﹤0.01% 4342
2023
Q1 		– Sell
-3
Closed – – 3798
2022
Q4 		$0 Hold
3
– – ﹤0.01% 4228
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4393
2022
Q2 		$0 Hold
3
– – ﹤0.01% 4406
2022
Q1 		$0 Buy
+3
New +$126 ﹤0.01% 4073

Other funds holding USMC

Principal Financial Group
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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

Rockefeller Capital Management's USMC Position: Q2 2026 in Review

Rockefeller Capital Management held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 98 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Rockefeller Capital Management first reported a position in USMC in Q1 2022 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Rockefeller Capital Management held 98 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $7.28K as of Q2 2026.
  • Rockefeller Capital Management left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4132 holding.
  • Rockefeller Capital Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2022 and has held it in 8 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.