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 23 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $673 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
9,579,951
shares
|
$495 Million
0.29% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,262,482
shares
|
$65.3 Million
1.67% of portfolio
|
Q2 2024
Added 443.82%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,218,936
shares
|
$63 Million
0.02% of portfolio
|
Q2 2024
Added 485.43%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2024 Q2 2024 |
333,568
shares
|
$17.2 Million
6.92% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
143,338
shares
|
$7.41 Million
0.0% of portfolio
|
Q2 2024
Added 22.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
103,343
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
102,519
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
97,544
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
65,828
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2024
Added 30.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
31,776
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2024
Added 42.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
18,124
shares
|
$936,829
0.0% of portfolio
|
Q2 2024
Added 11745.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
15,149
shares
|
$783,051
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
12,642
shares
|
$653,464
0.0% of portfolio
|
Q2 2024
Added 11.8%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
10,208
shares
|
$527,651
0.0% of portfolio
|
Q2 2024
Added 88.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
6,542
shares
|
$338,155
0.0% of portfolio
|
Q2 2024
Added 15.99%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,977
shares
|
$257,261
0.0% of portfolio
|
Q2 2024
Added 264.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,129
shares
|
$213,428
0.03% of portfolio
|
Q2 2024
Added 49.38%
|
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
606
shares
|
$31,324
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
342
shares
|
$17,677
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
29
shares
|
$1,499
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
11
shares
|
$568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|