Principal US Small-Cap ETFPSCETF
13F holders, Q2 2025 (June 30)58holders +12
18new positions
6sold out
$53.32avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding Principal US Small-Cap ETF (PSC) in their 13F filings, up 12 from Q1 2025. 18 opened new positions and 6 sold out. The largest holders were Principal Financial Group Inc. ($308.0M), Principal Securities, Inc. ($119.7M) and Envestnet Asset Management Inc. ($118.6M).
- Company
- Principal US Small-Cap ETF
- CUSIP
- 74255Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $43.4M |
| Exits | 6 | $15.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,143,109 shares bought and 3,053,868 shares sold, net +89,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Principal Financial Group Inc. | 0.16% | Reduce -31.7% | 5,785,181 | $308.0M |
| Principal Securities, Inc. | 2.25% | Add +32.3% | 2,247,525 | $119.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +18.9% | 2,225,457 | $118.6M |
| Morgan Stanley | 0.00% | Add +211.2% | 1,118,930 | $59.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +11.7% | 775,802 | $42.2M |
| Wells Fargo & Company | 0.01% | Add +31.2% | 669,728 | $35.7M |
| Raymond James Financial Inc. | 0.01% | Add +22.3% | 472,886 | $25.2M |
| LPL Financial LLC | 0.01% | Add +115.5% | 374,310 | $19.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 282,844 | $15.1M |
| Truist Financial Corp. | 0.02% | New | 271,124 | $14.4M |
| &partners | 0.08% | Add +27.3% | 184,881 | $9.9M |
| Hudson Capital Management LLC | 2.73% | New | 174,950 | $9.3M |
| PSI Advisors, LLC | 3.66% | New | 138,032 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +25.4% | 99,943 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.08% | New | 71,907 | $3.8M |
| Arete Wealth Advisors, LLC | 0.22% | Add +83.0% | 58,970 | $3.1M |
| Two Sigma Investments, LP | 0.01% | New | 52,300 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +21.8% | 38,369 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 34,685 | $1.8M |
| Integrity Financial Corp | 0.74% | New | 27,084 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -17.1% | 25,576 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +107.5% | 23,990 | $1.3M |
| Kraft, Davis & Associates, LLC | 0.32% | Add +20.6% | 22,079 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20,417 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +18.9% | 20,053 | $1.1M |
| Smartleaf Asset Management LLC | 0.09% | Add +64.9% | 18,590 | $987K |
| Susquehanna International Group, LLP | 0.00% | Add +4.1% | 17,082 | $910K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +32.2% | 16,351 | $871K |
| MML Investors Services, LLC | 0.00% | New | 14,030 | $748K |
| Kestra Advisory Services, LLC | 0.00% | Add +140.0% | 11,545 | $615K |
| Jane Street Group, LLC | 0.00% | New | 10,682 | $569K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.2% | 10,654 | $568K |
| Sheets Smith Wealth Management | 0.06% | New | 9,700 | $517K |
| Venture Visionary Partners LLC | 0.02% | New | 8,570 | $457K |
| Gilliland Jeter Wealth Management LLC | 0.14% | New | 8,165 | $435K |
| Stifel Financial Corp. | 0.00% | Reduce -76.9% | 7,508 | $400K |
| Private Trust Co. NA | 0.03% | Add +148.7% | 6,096 | $325K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -69.4% | 5,636 | $300K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 5,371 | $286K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.3% | 5,050 | $269K |
| Mariner, LLC | 0.00% | Add +0.1% | 4,685 | $250K |
| Ameriflex Group, Inc. | 0.13% | Add +14.3% | 4,681 | $248K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,399 | $234K |
| Comerica Bank | 0.00% | Add +7.8% | 4,128 | $220K |
| Avaii Wealth Management, LLC | 0.09% | Reduce -10.3% | 3,997 | $213K |
| Cwm, LLC | 0.00% | Add +4.0% | 1,950 | $104K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,484 | $79K |
| First Horizon Advisors, Inc. | 0.00% | Add +40.2% | 1,361 | $73K |
| Clearstead Trust, LLC | 0.00% | No change | 342 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.4% | 301 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 259 | $14K |
| Fifth Third Bancorp | 0.00% | New | 257 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | New | 179 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +2.6% | 117 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -75.8% | 113 | $6K |
| FMR LLC | 0.00% | Reduce -30.0% | 7 | $362 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $53 |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 1 | $53 |
"% of holder's portfolio" is PSC's weight in each manager's 13F, not the share of Principal US Small-Cap ETF the manager owns.