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 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $822 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,700
shares
|
$517,398
0.06% of portfolio
|
Q2 2025
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,492
shares
|
$506,303
0.0% of portfolio
|
Q1 2025
Added 23.1%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,114
shares
|
$379,460
0.0% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,050
shares
|
$269,367
0.03% of portfolio
|
Q2 2025
Added 4.27%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,811
shares
|
$256,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,678
shares
|
$249,524
0.0% of portfolio
|
Q1 2025
Added 13.93%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,399
shares
|
$234,642
0.02% of portfolio
|
Q1 2025
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,097
shares
|
$218,533
0.08% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,997
shares
|
$213,199
0.11% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,828
shares
|
$204,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,451
shares
|
$130,736
0.01% of portfolio
|
Q1 2025
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,875
shares
|
$100,012
0.0% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
971
shares
|
$51,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
466
shares
|
$24,856
0.01% of portfolio
|
Q1 2025
Added 1692.31%
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
342
shares
|
$18,242
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
340
shares
|
$18,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
294
shares
|
$15,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
257
shares
|
$13,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
117
shares
|
$6,240
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$5,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
73
shares
|
$3,893
0.0% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
32
shares
|
$1,706
0.0% of portfolio
|
Q4 2024
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4
shares
|
$213
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|