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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,590
shares
|
$1.03 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
|
$944,292
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,351
shares
|
$903,883
0.01% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,030
shares
|
$775,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$747,385
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,545
shares
|
$638,207
0.0% of portfolio
|
Q2 2025
Added 139.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,682
shares
|
$590,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,654
shares
|
$588,953
0.0% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,700
shares
|
$536,216
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
8,570
shares
|
$473,749
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
8,165
shares
|
$451,361
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,508
shares
|
$415,042
0.0% of portfolio
|
Q2 2025
Reduced 76.93%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,096
shares
|
$336,986
0.03% of portfolio
|
Q2 2025
Added 148.71%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
5,636
shares
|
$311,558
0.01% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,371
shares
|
$296,908
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,050
shares
|
$279,164
0.03% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,685
shares
|
$258,986
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,681
shares
|
$258,765
0.13% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,399
shares
|
$243,176
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,128
shares
|
$228,195
0.0% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,997
shares
|
$220,954
0.11% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,950
shares
|
$107,796
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,484
shares
|
$82,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,361
shares
|
$75,236
0.0% of portfolio
|
Q2 2025
Added 40.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
342
shares
|
$18,905
0.0% of portfolio
|
Q1 2024
New holding
|