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 68 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
36,279
shares
|
$2.02 Million
0.5% of portfolio
|
Q3 2025
Added 64.31%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
31,904
shares
|
$1.77 Million
0.97% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,607
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
26,010
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2025
Added 361.5%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
25,091
shares
|
$1.39 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
23,919
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 19.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
22,390
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 36.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,744
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
19,594
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,156
shares
|
$897,950
0.05% of portfolio
|
Q3 2025
Added 200.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,917
shares
|
$884,666
0.0% of portfolio
|
Q3 2025
Added 49.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,504
shares
|
$861,712
0.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
15,050
shares
|
$836,479
0.05% of portfolio
|
Q3 2025
Reduced 19.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,697
shares
|
$761,279
0.0% of portfolio
|
Q3 2025
Added 28.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,520
shares
|
$751,441
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,267
shares
|
$681,799
0.03% of portfolio
|
Q3 2025
Added 43.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,437
shares
|
$635,668
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
11,360
shares
|
$631,388
0.08% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
10,547
shares
|
$586,202
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
9,242
shares
|
$513,670
0.16% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,090
shares
|
$449,642
0.04% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,251
shares
|
$403,010
0.0% of portfolio
|
Q3 2025
Added 75.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
6,120
shares
|
$340,149
0.04% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,566
shares
|
$309,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,488
shares
|
$305,023
0.0% of portfolio
|
Q3 2025
New holding
|
|