Farther Finance Advisors, LLC USMC — PRINCIPAL U.S. MEGA-CAP ETF

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported PRINCIPAL U.S. MEGA-CAP ETF (USMC) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows USMC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in PRINCIPAL U.S. MEGA-CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

USMC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USMC stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held USMC — position size vs. price
% of Fund (quarterly)    USMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,066 +9,522 +1750.4% 0.01% $772K 2026-10-08 $77.62
2026 Q2 ADDED — — — 544 +386 +244.3% 0.00% $40K 2026-07-17 $73.64
2025 Q2 ADDED — — — 158 +1 +0.6% 0.00% $10K 2025-07-11 $61.83
2025 Q1 INITIATED — — — 157 — — 0.00% $9K 2025-04-14 $54.57

🏢 Other funds also holding USMC

As of 2026 Q3 — sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About Farther Finance Advisors, LLC and USMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning USMC?

Farther Finance Advisors, LLC reported USMC across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported USMC position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for USMC was 0.01% in 2026 Q3.

What is the latest reported USMC position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 10,066 shares, equal to 0.01% of portfolio, with an estimated market value of $772K.

What does the chart on this USMC ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly USMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their USMC position?

Based on 13F filing dates vs. subsequent USMC price moves, Farther Finance Advisors, LLC correctly timed 3 out of 3 reported position changes (100%).

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