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 42 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $751 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
9,428,714
shares
|
$481 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,698,105
shares
|
$86.7 Million
1.96% of portfolio
|
Q4 2024
Added 30.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,635,723
shares
|
$83.5 Million
0.03% of portfolio
|
Q4 2024
Added 31.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
428,070
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
246,587
shares
|
$12.6 Million
5.12% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
239,564
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
230,088
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 134.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
157,980
shares
|
$8.06 Million
0.0% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,069
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
103,598
shares
|
$5.29 Million
0.07% of portfolio
|
Q4 2024
Added 389.18%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
59,538
shares
|
$3.04 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
57,604
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
32,213
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,318
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 72.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,938
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,812
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 75.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,401
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
15,041
shares
|
$767,542
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,007
shares
|
$714,777
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,001
shares
|
$714,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$689,925
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,318
shares
|
$679,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,548
shares
|
$589,294
0.01% of portfolio
|
Q4 2024
Added 192.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,649
shares
|
$492,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,711
shares
|
$393,492
0.0% of portfolio
|
Q4 2024
Added 13.0%
|