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 25 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,297,491
shares
|
$67.2 Million
1.63% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,246,085
shares
|
$64.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
370,329
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 158.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
220,239
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Added 125.78%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
209,795
shares
|
$10.9 Million
4.68% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
115,628
shares
|
$5.99 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
98,219
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Added 49.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
57,807
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
32,478
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,318
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 72.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
22,252
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
21,178
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,379
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,320
shares
|
$793,116
0.0% of portfolio
|
Q3 2024
Added 50.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
13,941
shares
|
$721,725
0.0% of portfolio
|
Q3 2024
Added 47972.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$699,930
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,824
shares
|
$353,278
0.0% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,202
shares
|
$269,307
0.03% of portfolio
|
Q3 2024
Added 25.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,023
shares
|
$208,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,954
shares
|
$204,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,827
shares
|
$198,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
802
shares
|
$41,519
0.0% of portfolio
|
Q3 2024
Reduced 83.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
675
shares
|
$34,944
0.0% of portfolio
|
Q3 2024
Added 6036.36%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
342
shares
|
$17,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|