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 60 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 $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
5,785,181
shares
|
$320 Million
0.18% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,247,525
shares
|
$124 Million
2.25% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,225,457
shares
|
$123 Million
0.04% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,118,930
shares
|
$61.9 Million
0.0% of portfolio
|
Q2 2025
Added 211.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
775,802
shares
|
$42.9 Million
0.07% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
669,728
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
472,886
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
374,310
shares
|
$20.7 Million
0.01% of portfolio
|
Q2 2025
Added 115.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
282,844
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
271,124
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
184,881
shares
|
$10.2 Million
0.08% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
174,950
shares
|
$9.67 Million
2.74% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
138,032
shares
|
$7.63 Million
3.7% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
99,943
shares
|
$5.52 Million
0.01% of portfolio
|
Q2 2025
Added 119.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
71,907
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
58,970
shares
|
$3.26 Million
0.22% of portfolio
|
Q2 2025
Added 82.98%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,300
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,369
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
34,685
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
27,084
shares
|
$1.5 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
25,576
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
23,990
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Added 107.53%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
22,079
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,417
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,053
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 18.93%
|