Institutional Ownership Principal ETF U.S. Small Cap M (PSC)
This table provides information about the institutional ownership of Principal ETF U.S. Small Cap M (PSC). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $705 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
9,428,714
shares
|
$432 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,698,105
shares
|
$77.8 Million
1.96% of portfolio
|
Q4 2024
Added 30.88%
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,635,723
shares
|
$75 Million
0.03% of portfolio
|
Q4 2024
Added 31.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
694,501
shares
|
$31.8 Million
0.07% of portfolio
|
Q1 2025
Added 5.38%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
428,070
shares
|
$19.6 Million
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
316,839
shares
|
$14.5 Million
6.61% of portfolio
|
Q1 2025
Added 28.49%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
239,564
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 8.77%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
230,088
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 134.26%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
157,980
shares
|
$7.24 Million
0.0% of portfolio
|
Q4 2024
Added 36.63%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,069
shares
|
$6.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
103,598
shares
|
$4.75 Million
0.07% of portfolio
|
Q4 2024
Added 389.18%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
32,213
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,318
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 72.8%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,938
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,812
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 75.01%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,401
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 14.15%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
18,309
shares
|
$839,284
0.27% of portfolio
|
Q1 2025
Reduced 69.25%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
15,041
shares
|
$689,479
0.05% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,007
shares
|
$642,080
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,001
shares
|
$641,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$619,756
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,318
shares
|
$610,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,548
shares
|
$529,360
0.01% of portfolio
|
Q4 2024
Added 192.06%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,649
shares
|
$442,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,492
shares
|
$435,113
0.0% of portfolio
|
Q1 2025
Added 23.1%
|