William Blair & Company
USMC icon

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
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
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 $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

William Blair & Company's USMC Position: Q1 2026 in Review

William Blair & Company held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 6,805 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

William Blair & Company first reported a position in USMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $466K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • William Blair & Company held 6,805 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $438K as of Q1 2026.
  • William Blair & Company 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 William Blair & Company's portfolio in Q1 2026, its #1197 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 8 quarters since.
  • William Blair & Company's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $466K 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 William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.