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 61 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,053
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,590
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 64.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,082
shares
|
$961,716
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,351
shares
|
$920,561
0.01% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,030
shares
|
$789,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$761,176
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,267
shares
|
$690,632
0.03% of portfolio
|
Q3 2025
Added 43.14%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,545
shares
|
$649,983
0.0% of portfolio
|
Q2 2025
Added 139.97%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
11,360
shares
|
$639,568
0.08% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,682
shares
|
$601,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,654
shares
|
$599,820
0.0% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
8,165
shares
|
$459,689
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,090
shares
|
$455,467
0.04% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,508
shares
|
$422,700
0.0% of portfolio
|
Q2 2025
Reduced 76.93%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
5,636
shares
|
$317,306
0.01% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,371
shares
|
$302,387
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,050
shares
|
$284,315
0.03% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,685
shares
|
$263,765
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,681
shares
|
$263,540
0.13% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,399
shares
|
$247,663
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,128
shares
|
$232,406
0.0% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,031
shares
|
$226,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,875
shares
|
$105,562
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,484
shares
|
$83,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,361
shares
|
$76,624
0.0% of portfolio
|
Q2 2025
Added 40.16%
|