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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
4,911
shares
|
$272,953
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,670
shares
|
$259,558
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,399
shares
|
$244,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,031
shares
|
$224,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,875
shares
|
$104,212
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,580
shares
|
$87,816
0.0% of portfolio
|
Q3 2025
Added 782.68%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,361
shares
|
$75,644
0.0% of portfolio
|
Q2 2025
Added 40.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,235
shares
|
$68,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
383
shares
|
$21,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
342
shares
|
$19,008
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
213
shares
|
$11,838
0.0% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
183
shares
|
$10,171
0.0% of portfolio
|
Q3 2025
Reduced 39.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
117
shares
|
$6,502
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
100
shares
|
$5,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13
shares
|
$722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$111
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|