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Disclosery

PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

104 managers (106 13F filers) reported a position in PSC shares at 2026-06-30, 32,149,002 shares in all. 25 filers opened a position and 9 filers sold out during the quarter.

Managers
104
13F filers
106
New
25
Added
45
Reduced
26
Sold out
9
Shares held by filers
32,149,002

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding15,367,819$1.08B+282,093Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,636,708$185M0.04%-97,60513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,376,463$167M0.03%+164,28113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,911,612$134M0.04%+510,47613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,846,817$130M0.01%+155,56813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,384,462$97.1M0.02%+33,43013F-HRTimelineGroup
LPL Financial LLC1,202,550$84.3M0.02%+126,23113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…483,654$33.1M0.06%+49,78513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,175$24.8M<0.01%-52,56913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.296,591$20.7M0.03%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp275,591$19.3M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP259,009$18.2M0.02%-79,53313F-HRTimelineGroup
Veracity Capital LLC243,029$17M4.6%+4,53213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…235,305$16.5M0.01%-17,54013F-HRTimelineGroup
Hudson Capital Management LLC193,743$13.6M3.28%-2,97113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP182,101$12.8M0.01%+2,72513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC178,518$12.5M0.02%-15,67113F-HRTimeline
PSI Advisors, LLC152,856$10.7M2.49%+2,29513F-HRTimeline
First Heartland Consultants, Inc.150,760$10.6M0.68%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,039$10.3M0.01%+24,77113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC142,694$10M2.42%+2,96613F-HRTimeline
&PARTNERS134,933$9.45M0.04%-8,39413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,331$9.14M0.01%+42413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC97,136$6.81M0.1%-4,91813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,789$6.78M<0.01%-1,68513F-HRTimelineGroup
Henderson Brothers Financial Partners, …86,361$6.06M2.87%-84,11113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC75,022$5.26M1.43%+26,68913F-HRTimeline
Wealth Advisors of Tampa Bay, LLC73,598$5.16M1.58%-68613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,456$5.01M0.02%+3,88113F-HRTimelineGroup
Advisory Services Network, LLC67,791$4.75M0.05%-25413F-HRTimeline
Greenwich Wealth Management LLC66,133$4.64M0.17%-35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,847$4.62M<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC62,934$4.41M0.29%-2,15913F-HR/ATimeline
Legacy CG, LLC59,520$4.17M1.07%new13F-HRTimeline
360 Financial, Inc.51,185$3.59M0.91%-1,68613F-HRTimeline
Global Retirement Partners, LLC50,281$3.53M0.05%13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC48,043$3.37M1.73%new13F-HRTimeline
NewEdge Advisors, LLC47,623$3.34M0.01%+12,43913F-HRTimeline
Private Advisor Group, LLC46,041$3.23M0.01%+9,33613F-HRTimeline
Turning Point Benefit Group, Inc.44,046$3.08M1.32%+31,53013F-HRTimeline
Walleye Partners, LLC42,336$2.97M3.38%+21,96913F-HRTimeline
FLOW TRADERS U.S. LLC39,538$2.77M0.11%new13F-HRTimeline
Northwest Wealth Advisors, LLC38,530$2.7M1.55%+86913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,052$2.67M0.13%+2,79613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,690$2.57M<0.01%-7,17213F-HRTimelineGroup
Integrity Financial Corp /WA36,031$2.53M1.21%+3,18613F-HRTimeline
WealthCare Investment Partners, LLC33,237$2.33M0.57%+5,20813F-HRTimeline
Capital Investment Advisory Services, L…28,724$2.01M0.12%+77013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,251$1.91M+10,256Timeline
MML INVESTORS SERVICES, LLC27,178$1.91M<0.01%+4,87013F-HRTimeline
Round Rock Advisors LLC26,946$1.89M0.24%+5,45413F-HRTimeline
Cambridge Investment Research Advisors,…23,717$1.66M<0.01%+2,98513F-HR/ATimeline
Venture Visionary Partners LLC23,575$1.65M0.05%+5,70913F-HRTimeline
Spartan Wealth Advisory Services LLC22,900$1.61M0.13%+2,31513F-HRTimeline
Sigma Planning Corp21,508$1.51M0.04%-1,01113F-HRTimeline
Steward Partners Investment Advisory, L…21,098$1.48M0.01%+1,11513F-HRTimeline
Smartleaf Asset Management LLC20,632$1.43M0.05%013F-HRTimeline
Janney Montgomery Scott LLC20,072$1.41M<0.01%+3,37513F-HRTimeline
Brookwood Investment Group LLC20,034$1.4M0.16%-4,03513F-HRTimeline
Cornerstone Wealth Management, LLC16,856$1.18M0.05%+50113F-HRTimeline
LaSalle St. Investment Advisors, LLC14,346$1.01M0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,005$982K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT12,601$884K0.09%-21813F-HRTimeline
COZAD ASSET MANAGEMENT INC11,757$824K0.05%+613F-HRTimeline
Gilliland Jeter Wealth Management LLC8,831$619K0.16%-44713F-HRTimeline
Stonebridge Financial Group, LLC / MO8,715$611K0.41%-1,76713F-HRTimeline
SeaCrest Wealth Management, LLC8,087$567K0.06%+1,14113F-HRTimeline
Farther Finance Advisors, LLC7,938$557K<0.01%+1,30513F-HRTimeline
truNorth Financial Services, Inc.7,933$556K0.5%+2,49913F-HRTimeline
SFG Wealth Management, LLC.7,893$553K0.2%new13F-HRTimeline
GREENWOOD GEARHART LLC7,281$511K0.02%new13F-HRTimeline
Redwood Financial Network Corp6,878$482K0.27%+1,45513F-HRTimeline
GTS SECURITIES LLC6,791$476K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,698$470K<0.01%+30013F-HRTimelineGroup
PRIVATE TRUST CO NA6,051$424K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.5,412$380K0.01%-74,32713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,397$378K<0.01%new13F-HRTimelineGroup
Welch Financial Planning, LLC4,614$324K0.19%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,549$309K0.1%new13F-HRTimeline
Perennial Investment Advisors, LLC4,189$294K0.02%-21013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,913$274K0.01%new13F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,219$226K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,124$219K<0.01%+113F-HRTimelineGroup
FreeGulliver LLC3,121$219K0.08%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,105$218K0.06%new13F-HRTimeline
Allworth Financial LP2,465$173K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,880$132K<0.01%-6013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,462$102K<0.01%+22713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\787$55.2K<0.01%+28313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.612$42.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.612$42.9K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC484$33.9K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC328$23.1K<0.01%+5513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP313$21.6K<0.01%+22913F-HRTimelineGroup
CoreCap Advisors, LLC302$21.2K<0.01%+8913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC254$17.8K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC188$13.2K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC100$7.01K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG81$5.68K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.73$5.12K<0.01%-5113F-HRTimeline
Integrated Wealth Concepts LLC50$3.54K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47$3.3K<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.42$2.94K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…3$211<0.01%013F-HRTimeline