USMC institutional holders

PRINCIPAL EXCHANGE-TRA · 13F, 2026Q2

Managers holding85
Shares held48,680,175
Reported value$3.6bn
Quarter flows12 new, 39 added, 24 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PRINCIPAL FINANCIAL GROUP INC32,298,980$2.4bn1.2%
PRINCIPAL SECURITIES, INC.4,823,521$357.6m4.3%
ENVESTNET ASSET MANAGEMENT INC4,575,742$339.2m0.1%
LPL Financial LLC1,069,720$79.3m0.0%
WELLS FARGO & COMPANY/MN1,028,455$76.2m0.0%
MORGAN STANLEY691,776$51.3m0.0%
RAYMOND JAMES FINANCIAL INC635,412$47.1m0.0%
Integrated Wealth Concepts LLC472,316$35.0m0.2%
Oasis Advisors, LLC270,674$20.1m13.0%
Segment Wealth Management, LLC267,031$19.8m1.0%
Symphony Financial Services, Inc.249,857$18.5m8.3%
Golden State Wealth Management, LLC213,613$15.8m1.4%
OSAIC HOLDINGS, INC.210,429$15.6m0.0%
NewEdge Advisors, LLC199,956$14.8m0.0%
MERCER GLOBAL ADVISORS INC /ADV185,788$13.8m0.0%
EP Wealth Advisors, LLC130,890$9.7m0.0%
Ameritas Advisory Services, LLC91,983$6.8m0.1%
JPMORGAN CHASE & CO83,874$6.2m0.0%
Cambridge Investment Research Advisors, Inc.82,878$6.1m0.0%
ROYAL BANK OF CANADA75,946$5.6m0.0%
US BANCORP \DE\60,915$4.5m0.0%
&PARTNERS60,528$4.5m0.0%
MCDONALD PARTNERS LLC59,997$4.4m1.1%
Wealth Advisors of Iowa, LLC56,564$4.2m1.1%
COMMONWEALTH EQUITY SERVICES, LLC56,399$4.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USMC"). USMC price history · All 13F data

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