PRINCIPAL U.S. SMALL-CAP ETF (PSC) Institutional Shareholders
PRINCIPAL U.S. SMALL-CAP ETF (PSC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.76B in PSC holdings during the latest filing period.
Principal Financial Group Inc is currently the largest disclosed institutional shareholder of PSC tracked by InsiderSet, reporting ownership valued at approximately $719.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $854.49M, representing an estimated gain of +18.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed PSC value among the investors covered in this analysis. Major shareholders include Principal Financial Group Inc, Envestnet Asset Management Inc, Principal Securities, Inc., and several other long-term asset managers with concentrated positions in PRINCIPAL U.S. SMALL-CAP ETF (PSC).
This page ranks the largest institutional PSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$1.76B
Largest Holder
Principal Financial Group Inc
Largest Position
$719.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Financial Group Inc | 0.38% | 12,549,404 | $719,094,283 | $854,488,918 | +$135,394,635 | +18.83% | |
| Envestnet Asset Management Inc | 0.04% | 2,734,313 | $156,742,876 | $186,179,372 | +$29,436,496 | +18.78% | |
| Principal Securities, Inc. | 2.13% | 2,536,322 | $145,392,994 | $172,698,165 | +$27,305,171 | +18.78% | |
| Ameriprise Financial Inc | 0.03% | 2,212,182 | $126,826,550 | $150,627,472 | +$23,800,922 | +18.77% | |
| Morgan Stanley | 0.01% | 1,691,249 | $96,949,900 | $115,157,144 | +$18,207,244 | +18.78% | |
| Raymond James Financial Inc | 0.02% | 1,401,136 | $80,319,294 | $95,403,350 | +$15,084,056 | +18.78% | |
| Wells Fargo & Company/Mn | 0.02% | 1,351,032 | $77,447,072 | $91,991,769 | +$14,544,697 | +18.78% | |
| Lpl Financial Llc | 0.02% | 1,076,319 | $61,699,291 | $73,286,561 | +$11,587,270 | +18.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 483,654 | $33,099,622 | $32,932,001 | -$167,621 | -0.51% | |
| Royal Bank Of Canada | 0.00% | 406,744 | $23,316,000 | $27,695,199 | +$4,379,199 | +18.78% | |
| Truist Financial Corp | 0.02% | 259,009 | $18,162,777 | $17,635,923 | -$526,854 | -2.90% | |
| Veracity Capital Llc | 4.60% | 243,029 | $17,042,224 | $16,547,845 | -$494,379 | -2.90% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 252,845 | $14,494,185 | $17,216,216 | +$2,722,031 | +18.78% | |
| Hudson Capital Management Llc | 3.28% | 193,743 | $13,586,091 | $13,191,961 | -$394,130 | -2.90% | |
| Commonwealth Equity Services, Llc | 0.02% | 178,518 | $12,518,462 | $12,155,291 | -$363,171 | -2.90% | |
| First Heartland Consultants, Inc. | 0.68% | 150,760 | $10,571,925 | $10,265,248 | -$306,677 | -2.90% | |
| Stifel Financial Corp | 0.01% | 179,376 | $10,282,784 | $12,213,712 | +$1,930,928 | +18.78% | |
| Rfg - Bristol Wealth Advisors, Llc | 2.42% | 142,694 | $10,006,299 | $9,716,034 | -$290,265 | -2.90% | |
| Henderson Brothers Financial Partners, Llc | 2.47% | 170,472 | $9,772,286 | $11,607,438 | +$1,835,152 | +18.78% | |
| Psi Advisors, Llc | 2.08% | 150,561 | $8,630,834 | $10,251,698 | +$1,620,864 | +18.78% | |
| &Partners | 0.04% | 143,327 | $8,220,413 | $9,759,135 | +$1,538,722 | +18.72% | |
| Rockefeller Capital Management L.P. | 0.01% | 129,907 | $7,446,877 | $8,845,368 | +$1,398,491 | +18.78% | |
| Osaic Holdings, Inc. | 0.01% | 122,268 | $7,008,430 | $8,325,228 | +$1,316,798 | +18.79% | |
| Sagespring Wealth Partners, Llc | 0.11% | 102,054 | $5,850,167 | $6,948,857 | +$1,098,690 | +18.78% | |
| Flynn Zito Capital Management, Llc | 1.43% | 75,022 | $5,260,829 | $5,108,248 | -$152,581 | -2.90% | |
| Kestra Advisory Services, Llc | 0.02% | 71,456 | $5,010,770 | $4,865,439 | -$145,331 | -2.90% | |
| Great Valley Advisor Group, Inc. | 0.08% | 79,739 | $4,570,995 | $5,429,429 | +$858,434 | +18.78% | |
| Wealth Advisors Of Tampa Bay, Llc | 1.41% | 74,284 | $4,258,311 | $5,057,998 | +$799,687 | +18.78% | |
| Legacy Cg, Llc | 1.07% | 59,520 | $4,173,792 | $4,052,717 | -$121,075 | -2.90% | |
| Advisory Services Network, Llc | 0.05% | 68,045 | $3,900,617 | $4,633,184 | +$732,567 | +18.78% | |
| Arete Wealth Advisors, Llc | 0.28% | 65,093 | $3,726,922 | $4,432,182 | +$705,260 | +18.92% | |
| Defined Wealth Management, Llc | 1.73% | 48,043 | $3,368,977 | $3,271,248 | -$97,729 | -2.90% | |
| Private Advisor Group, Llc | 0.01% | 46,041 | $3,228,571 | $3,134,932 | -$93,639 | -2.90% | |
| Turning Point Benefit Group, Inc. | 1.32% | 44,046 | $3,079,796 | $2,999,092 | -$80,704 | -2.62% | |
| 360 Financial, Inc. | 0.91% | 52,871 | $3,030,808 | $3,599,986 | +$569,178 | +18.78% | |
| Walleye Partners, Llc | 3.38% | 42,336 | $2,968,801 | $2,882,658 | -$86,143 | -2.90% | |
| Northwest Wealth Advisors, Llc | 1.55% | 38,530 | $2,701,862 | $2,623,508 | -$78,354 | -2.90% | |
| Creative Financial Designs Inc | 0.13% | 38,052 | $2,668,371 | $2,590,961 | -$77,410 | -2.90% | |
| Integrity Financial Corp | 1.21% | 36,031 | $2,526,664 | $2,453,351 | -$73,313 | -2.90% | |
| Citadel Advisors Llc | 0.00% | 43,862 | $2,514,363 | $2,986,564 | +$472,201 | +18.78% | |
| Capital Investment Advisory Services, Llc | 0.12% | 28,724 | $2,014,248 | $1,955,817 | -$58,431 | -2.90% | |
| Goldman Sachs Group Inc | 0.00% | 31,783 | $1,821,941 | $2,164,104 | +$342,163 | +18.78% | |
| Venture Visionary Partners Llc | 0.05% | 23,575 | $1,653,178 | $1,605,222 | -$47,956 | -2.90% | |
| Wealthcare Investment Partners, Llc | 0.45% | 28,029 | $1,629,599 | $1,908,495 | +$278,896 | +17.11% | |
| Gts Financial, Llc | 1.21% | 31,511 | $1,530,162 | $2,145,584 | +$615,422 | +40.22% | |
| Brookwood Investment Group Llc | 0.16% | 20,034 | $1,404,868 | $1,364,115 | -$40,753 | -2.90% | |
| Sigma Planning Corp | 0.04% | 22,519 | $1,290,900 | $1,533,319 | +$242,419 | +18.78% | |
| Mml Investors Services, Llc | 0.00% | 22,308 | $1,278,801 | $1,518,952 | +$240,151 | +18.78% | |
| Round Rock Advisors Llc | 0.19% | 21,492 | $1,232,016 | $1,463,390 | +$231,374 | +18.78% | |
| Cornerstone Wealth Management, Llc | 0.05% | 16,856 | $1,182,044 | $1,147,725 | -$34,319 | -2.90% |
Frequently asked questions about PSC
Who owns the most PSC stock?
The largest holders of PSC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRINCIPAL U.S. SMALL-CAP ETF (PSC).
Is PSC widely held by superinvestors?
Many widely followed stocks like PSC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.