PRINCIPAL US SMALL-CAP ETF PSC
$68.83
-1.4% 52w: $51.10 – $70.04
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data51.1060.5770.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
+7 QoQ
13F value
$1.72B
+12.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 12.5M | $719.1M | 0.4% | +6.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.7M | $156.7M | 0.0% | +19.6% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 2.5M | $145.4M | 2.1% | +9.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.2M | $126.8M | 0.0% | +22.5% |
| MORGAN STANLEY | Bank broker | 1.7M | $96.9M | 0.0% | +35.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $80.3M | 0.0% | +49.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $77.4M | 0.0% | +31.1% |
| LPL Financial LLC | Bank broker | 1.1M | $61.7M | 0.0% | +32.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 433.9K | $25.1M | 0.1% | -45.5% |
| ROYAL BANK OF CANADA | Bank broker | 406.7K | $23.3M | 0.0% | +6.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 338.5K | $19.4M | 0.0% | +1.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 252.8K | $14.5M | 0.0% | +6.7% |
| Veracity Capital LLC | Wealth advisor | 238.5K | $13.7M | 4.9% | -9.8% |
| Hudson Capital Management LLC | Wealth advisor | 196.7K | $11.3M | 2.9% | +7.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 194.2K | $11.1M | 0.0% | +423.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 179.4K | $10.3M | 0.0% | +6.1% |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 170.5K | $9.8M | 2.5% | — |
| PSI Advisors, LLC | Wealth advisor | 150.6K | $8.6M | 2.1% | +11.7% |
| &PARTNERS | Diversified mechanical | 143.3K | $8.2M | 0.0% | -28.3% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 139.7K | $8.0M | 2.2% | +9.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 129.9K | $7.4M | 0.0% | +10.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 122.3K | $7.0M | 0.0% | -2.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 102.1K | $5.9M | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 99.5K | $5.5M | 0.0% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 79.7K | $4.6M | 0.1% | +9.2% |
| Wealth Advisors of Tampa Bay, LLC | Other | 74.3K | $4.3M | 1.4% | -1.7% |
| Advisory Services Network, LLC | Diversified mechanical | 68.0K | $3.9M | 0.1% | +827.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 67.6K | $3.9M | 0.0% | +478.9% |
| Greenwich Wealth Management LLC | Other | 66.5K | $3.8M | 0.2% | +54.0% |
| Arete Wealth Advisors, LLC | Wealth advisor | 65.1K | $3.7M | 0.3% | +4.3% |
| 360 Financial, Inc. | Wealth advisor | 52.9K | $3.0M | 0.9% | -2.9% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 48.3K | $2.8M | 0.9% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 43.9K | $2.5M | 0.0% | +75.4% |
| Northwest Wealth Advisors, LLC | Wealth advisor | 37.7K | $2.2M | 1.5% | +13.6% |
| Private Advisor Group, LLC | Wealth advisor | 36.7K | $2.1M | 0.0% | +15.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 35.3K | $2.0M | 0.1% | -14.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 35.2K | $2.0M | 0.0% | -5.6% |
| Integrity Financial Corp /WA | Wealth advisor | 32.8K | $1.9M | 0.9% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 31.8K | $1.8M | 0.0% | +694.2% |
| WealthCare Investment Partners, LLC | Wealth advisor | 28.0K | $1.6M | 0.5% | +64.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 28.0K | $1.6M | 0.1% | +19.7% |
| GTS FINANCIAL, LLC | Wealth advisor | 31.5K | $1.5M | 1.2% | — |
| Brookwood Investment Group LLC | Wealth advisor | 24.1K | $1.4M | 0.2% | +40.1% |
| Sigma Planning Corp | Wealth advisor | 22.5K | $1.3M | 0.0% | +5.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.3K | $1.3M | 0.0% | +13.6% |
| Round Rock Advisors LLC | Wealth advisor | 21.5K | $1.2M | 0.2% | +353.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.7K | $1.2M | 0.0% | +18.4% |
| Spartan Wealth Advisory Services LLC | Other | 20.6K | $1.2M | 0.1% | — |
| Walleye Partners, LLC | Other | 20.4K | $1.2M | 1.4% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 20.6K | $1.1M | 0.0% | +9.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.