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 47 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
8,466,710
shares
|
$426 Million
0.25% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,871,603
shares
|
$94.2 Million
0.03% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,698,988
shares
|
$85.5 Million
1.95% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
694,501
shares
|
$34.9 Million
0.07% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
510,620
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
386,677
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Added 170.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
359,578
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 56.28%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
316,839
shares
|
$15.9 Million
6.61% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
286,803
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
173,714
shares
|
$8.74 Million
0.0% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
145,211
shares
|
$7.31 Million
0.08% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
79,690
shares
|
$4.01 Million
0.01% of portfolio
|
Q1 2025
Added 154.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
33,049
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
32,548
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 237.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32,227
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,510
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
30,840
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
18,427
shares
|
$927,062
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
18,309
shares
|
$921,125
0.27% of portfolio
|
Q1 2025
Reduced 69.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,861
shares
|
$848,276
0.01% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,409
shares
|
$825,536
0.0% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$680,191
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,370
shares
|
$622,334
0.01% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,560
shares
|
$581,583
0.05% of portfolio
|
Q1 2025
Added 495.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,271
shares
|
$567,044
0.05% of portfolio
|
Q1 2025
Added 68.12%
|