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Principal US Small-Cap ETF (PSC)

CUSIP: 74255Y607 | NYSE | 156 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Principal Financial Group Inc18,453,161
0.6% of portfolio›$1.2B
Wealth Enhancement Advisory Services, LLC529,381
0.1% of portfolio›$35.6M
Truist Financial Corp258,330
0.0% of portfolio›$17.2M
Veracity Capital LLC246,523
4.4% of portfolio›$16.5M
Hudson Capital Management LLC191,206
3.1% of portfolio›$12.8M
Commonwealth Equity Services, LLC187,789
0.0% of portfolio›$12.5M
Legacy CG, LLC181,266
3.0% of portfolio›$12.1M
First Heartland Consultants, Inc.156,599
0.7% of portfolio›$10.4M
RFG - Bristol Wealth Advisors, LLC147,921
2.4% of portfolio›$9.9M
Sagespring Wealth Partners, LLC100,269
0.1% of portfolio›$6.7M
Henderson Brothers Financial Partners, LLC84,159
2.0% of portfolio›$5.6M
Flynn Zito Capital Management, LLC77,062
1.4% of portfolio›$5.1M
Kestra Advisory Services, LLC69,103
0.0% of portfolio›$4.6M
Defined Wealth Management, LLC48,077
1.6% of portfolio›$3.2M
Turning Point Benefit Group, Inc.47,169
1.3% of portfolio›$3.2M
Walleye Partners, LLC46,328
3.5% of portfolio›$3.1M
Northwest Wealth Advisors, LLC42,113
1.4% of portfolio›$2.8M
Creative Financial Designs Inc39,838
0.1% of portfolio›$2.7M
Capital Investment Advisory Services, LLC32,559
0.1% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.27,656
0.0% of portfolio›$1.8K
Venture Visionary Partners LLC23,153
0.0% of portfolio›$1.5M
Ascentis Wealth Management, LLC22,012
0.2% of portfolio›$1.5M
Sigma Planning Corp21,124
0.0% of portfolio›$1.4M
Greenwood Capital Associates LLC20,664
0.1% of portfolio›$1.4M
Cornerstone Wealth Management, LLC16,858
0.0% of portfolio›$1.1M
SeaCrest Wealth Management, LLC9,157
0.1% of portfolio›$611.1K
Gilliland Jeter Wealth Management LLC8,795
0.1% of portfolio›$586.9K
SFG Wealth Management, Llc.8,545
0.2% of portfolio›$570.2K
Greenwood Gearhart LLC8,427
0.0% of portfolio›$562.3K
Redwood Financial Network Corp7,291
0.3% of portfolio›$486.5K
Private Trust Co NA6,051
0.0% of portfolio›$403.8K
Carlton Hofferkamp & Jenks Wealth Management, LLC5,841
0.1% of portfolio›$395.4K
Keybank National Association4,903
0.0% of portfolio›$327.2K
Farther Finance Advisors, LLC4,711
0.0% of portfolio›$314.3K
Kingswood Wealth Advisors, LLC3,926
0.0% of portfolio›$262.0K
Marathon Capital Management3,276
0.0% of portfolio›$218.6K
Avaii Wealth Management, LLC3,097
0.1% of portfolio›$209.1K
Cape Investment Advisory, Inc.612
0.0% of portfolio›$40.8K
Assetmark, Inc472
0.0% of portfolio›$31.5K
CoreCap Advisors, LLC249
0.0% of portfolio›$16.6K
Ascentis Independent Advisors231
0.0% of portfolio›$15.4K
Trust Co of Vermont159
0.0% of portfolio›$10.6K
Pinnacle Bancorp, Inc.72
0.0% of portfolio›$4.8K
EverSource Wealth Advisors, LLC47
0.0% of portfolio›$3.1K
Investment Research & Advisory Group, Inc.4
0.0% of portfolio›$268
Blue Trust, Inc.1
0.0% of portfolio›$83
StyleTurnoverLocationFiled
Principal Financial Group Inc
18,453,161$1.2B0.6%CoreLowDes Moines, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
529,381$35.6M0.1%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
258,330$17.2M0.0%CoreLowCharlotte, NC2026-10-30
Veracity Capital LLC
246,523$16.5M4.4%GrowthLowAtlanta, GA2026-10-08
Hudson Capital Management LLC
191,206$12.8M3.1%ValueLowRamsey, NJ2026-10-20
Commonwealth Equity Services, LLC
187,789$12.5M0.0%ETFLowWaltham, MA2026-11-02
Legacy CG, LLC
181,266$12.1M3.0%GrowthHighPlano, TX2026-10-30
First Heartland Consultants, Inc.
156,599$10.4M0.7%ETFMediumLake St. Louis, MO2026-10-08
RFG - Bristol Wealth Advisors, LLC
147,921$9.9M2.4%ETFLowTaunton, MA2026-10-09
Sagespring Wealth Partners, LLC
100,269$6.7M0.1%ETFLowFranklin, TN2026-10-22
Henderson Brothers Financial Partners, LLC
84,159$5.6M2.0%ETFN/APittsburgh, PA2026-11-03
Flynn Zito Capital Management, LLC
77,062$5.1M1.4%ETFLowGarden City, NY2026-11-04
Kestra Advisory Services, LLC
69,103$4.6M0.0%CoreLowAustin, TX2026-11-02
Defined Wealth Management, LLC
48,077$3.2M1.6%ETFLowBeaverton, OR2026-10-19
Turning Point Benefit Group, Inc.
47,169$3.2M1.3%ETFMediumFrederick, MD2026-10-28
Walleye Partners, LLC
46,328$3.1M3.5%ValueLowMadison, WI2026-10-13
Northwest Wealth Advisors, LLC
42,113$2.8M1.4%ETFVery LowBellingham, WA2026-11-02
Creative Financial Designs Inc
39,838$2.7M0.1%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
32,559$2.2M0.1%CoreMediumRaleigh, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
27,656$1.8K0.0%ETFLowFairfield, IA2026-11-02
Venture Visionary Partners LLC
23,153$1.5M0.0%CoreLowSylvania, OH2026-10-07
Ascentis Wealth Management, LLC
22,012$1.5M0.2%Agg GrowthLowDallas, TX2026-11-03
Sigma Planning Corp
21,124$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Greenwood Capital Associates LLC
20,664$1.4M0.1%CoreMediumGreenwood, SC2026-10-27
Cornerstone Wealth Management, LLC
16,858$1.1M0.0%ETFVery LowSt. Peters, MO2026-11-04
SeaCrest Wealth Management, LLC
9,157$611.1K0.1%GrowthLowPurchase, NY2026-10-21
Gilliland Jeter Wealth Management LLC
8,795$586.9K0.1%GrowthVery LowLittle Rock, AR2026-10-28
SFG Wealth Management, Llc.
8,545$570.2K0.2%ETFMediumTowson, MD2026-10-23
Greenwood Gearhart LLC
8,427$562.3K0.0%ETFLowFayetteville, AR2026-11-02
Redwood Financial Network Corp
7,291$486.5K0.3%ETFLowSolon, OH2026-11-03
Private Trust Co NA
6,051$403.8K0.0%CoreLowCleveland, OH2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
5,841$395.4K0.1%ETFLowThe Woodlands, TX2026-10-21
Keybank National Association
4,903$327.2K0.0%CoreLowBrooklyn, OH2026-11-04
Farther Finance Advisors, LLC
4,711$314.3K0.0%IndexLowSan Francisco, CA2026-10-08
Kingswood Wealth Advisors, LLC
3,926$262.0K0.0%GrowthLowSan Diego, CA2026-10-23
Marathon Capital Management
3,276$218.6K0.0%CoreLowHunt Valley, MD2026-10-23
Avaii Wealth Management, LLC
3,097$209.1K0.1%ETFMediumAppleton, WI2026-10-09
Cape Investment Advisory, Inc.
612$40.8K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
472$31.5K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
249$16.6K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
231$15.4K0.0%ETFLowDallas, TX2026-11-03
Trust Co of Vermont
159$10.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pinnacle Bancorp, Inc.
72$4.8K0.0%CoreVery LowBeatrice, NE2026-10-21
EverSource Wealth Advisors, LLC
47$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Investment Research & Advisory Group, Inc.
4$2680.0%GrowthVery LowAtlanta, GA2026-10-19
Blue Trust, Inc.
1$830.0%ETFLowBrentwood, TN2026-10-15