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 68 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,849,572
shares
|
$325 Million
0.18% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,219,443
shares
|
$123 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,188,441
shares
|
$122 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,440,665
shares
|
$80.1 Million
0.01% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,323,665
shares
|
$73.6 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
788,356
shares
|
$43.8 Million
0.07% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
741,397
shares
|
$41.2 Million
0.01% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
560,508
shares
|
$31.2 Million
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
512,842
shares
|
$28.5 Million
0.01% of portfolio
|
Q3 2025
Added 37.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
354,659
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
323,463
shares
|
$18 Million
0.03% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
202,878
shares
|
$11.3 Million
0.08% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
179,070
shares
|
$9.95 Million
2.81% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
163,517
shares
|
$9.09 Million
0.01% of portfolio
|
Q3 2025
Added 2077.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
157,394
shares
|
$8.75 Million
0.01% of portfolio
|
Q3 2025
Added 670.9%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
143,294
shares
|
$7.96 Million
2.14% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
118,246
shares
|
$6.57 Million
1.95% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
113,395
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
107,352
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
75,482
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2025
Added 96.73%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
73,555
shares
|
$4.09 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
71,996
shares
|
$4 Million
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,876
shares
|
$3.33 Million
0.21% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
48,337
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 182.97%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
40,405
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|