William Blair & Company’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

William Blair & Company’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	$524K	Buy	7,068 +263	+4%	+$18.8K	﹤0.01%	1209
2026 Q1	$438K	Hold	6,805	–	–	﹤0.01%	1197
2025 Q4	$466K	Buy	6,805 +1,454	+27%	+$99.4K	﹤0.01%	1168
2025 Q3	$365K	Hold	5,351	–	–	﹤0.01%	1234
2025 Q2	$335K	Hold	5,351	–	–	﹤0.01%	1220
2025 Q1	$304K	Buy	5,351 +668	+14%	+$40.1K	﹤0.01%	1253
2024 Q4	$281K	Buy	4,683 +986	+27%	+$58.1K	﹤0.01%	1311
2024 Q3	$211K	Hold	3,697	–	–	﹤0.01%	1417
2024 Q2	$201K	Buy	+3,697	New	+$190K	﹤0.01%	1412

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

William Blair & Company's USMC Position: Q2 2026 in Review

William Blair & Company increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,068 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

William Blair & Company first reported a position in USMC in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

William Blair & Company held 7,068 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $524K as of Q2 2026.
William Blair & Company bought 263 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $18.8K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1209 holding.
William Blair & Company first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2024 and has held it in 9 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 William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.