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Disclosery

PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

46 managers (47 13F filers) reported a position in PSC shares at 2025-03-31, 15,395,449 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
47
New
11
Added
24
Reduced
7
Sold out
5
Shares held by filers
15,395,449

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding10,165,698$498M-961,121Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,871,603$90.9M0.03%+235,88013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…694,501$33.7M0.06%+35,48613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN510,620$24.8M0.01%+82,55013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC386,677$18.8M0.01%+243,60813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY359,578$17.5M<0.01%+129,49013F-HRTimelineGroup
Legacy CG, LLC316,839$15.4M4.97%+70,25213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,803$13.9M<0.01%+47,23913F-HR/ATimelineGroup
LPL Financial LLC173,714$8.44M<0.01%+15,73413F-HRTimeline
&PARTNERS145,211$7M0.07%+41,61313F-HRTimeline
Henderson Brothers Financial Partners, …84,376$4.87M2.44%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,690$3.87M0.01%+34,14713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,049$1.6M<0.01%+6,23713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,548$1.58M<0.01%+22,89913F-HRTimelineGroup
Arete Wealth Advisors, LLC32,227$1.56M0.12%+6,82613F-HRTimeline
NewEdge Advisors, LLC31,510$1.53M0.01%new13F-HRTimeline
Sigma Planning Corp30,840$1.5M0.05%-1,37313F-HRTimeline
Greenwich Wealth Management LLC18,427$895K0.07%new13F-HRTimeline
Kraft, Davis & Associates, LLC18,309$845K0.27%-41,22913F-HRTimeline
Private Advisor Group, LLC16,861$819K<0.01%+3,54313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,409$797K<0.01%+2,40213F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,370$601K0.01%+82213F-HRTimeline
Capital Investment Advisory Services, L…11,560$561K0.05%+9,62013F-HRTimeline
Smartleaf Asset Management LLC11,271$543K0.05%+4,56713F-HRTimeline
Cambridge Investment Research Advisors,…9,492$461K<0.01%+1,78113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,114$345K<0.01%-6,88713F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,843$235K0.03%+72513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,811$234K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,678$227K<0.01%+57213F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC4,456$216K0.12%+14913F-HR/ATimeline
Perennial Investment Advisors, LLC4,399$214K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,097$199K0.08%-4913F-HRTimeline
COMERICA BANK3,828$186K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,451$119K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,875$91K<0.01%-31113F-HRTimelineGroup
First Horizon Advisors, Inc.971$47.2K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.466$22.6K0.01%+44013F-HRTimeline
Clearstead Trust, LLC342$16.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO340$16.5K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…294$14.3K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.114$5.54K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100$4.86K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC73$3.54K<0.01%-2613F-HRTimelineGroup
FMR LLCin group FMR LLC10$501<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc4$194<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.