Rockefeller Capital Management
USMC icon

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
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

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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

Rockefeller Capital Management's USMC Position: Q1 2026 in Review

Rockefeller Capital Management held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 98 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Rockefeller Capital Management first reported a position in USMC in Q1 2022 and has held it in 7 quarters since. The position peaked at $6.72K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Rockefeller Capital Management held 98 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $6.31K as of Q1 2026.
  • Rockefeller Capital Management left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4175 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 7 quarters since.
  • Rockefeller Capital Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $6.72K 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.