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Disclosery

PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

58 managers (59 13F filers) reported a position in PSC shares at 2025-06-30, 15,400,315 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
59
New
18
Added
29
Reduced
8
Sold out
6
Shares held by filers
15,400,315

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding8,032,706$428M-2,132,992Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,225,457$119M0.03%+353,85413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,118,930$59.6M<0.01%+759,35213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…775,802$42.2M0.07%+81,30113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN669,728$35.7M0.01%+159,10813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC472,886$25.2M0.01%+86,20913F-HRTimelineGroup
LPL Financial LLC374,310$19.9M0.01%+200,59613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,844$15.1M<0.01%-3,95913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP271,124$14.4M0.02%new13F-HRTimelineGroup
&PARTNERS184,881$9.86M0.08%+39,67013F-HRTimeline
Hudson Capital Management LLC174,950$9.32M2.64%new13F-HRTimeline
PSI Advisors, LLC138,032$7.35M3.61%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,943$5.33M0.01%+20,25313F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…71,907$3.83M0.08%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC58,970$3.14M0.22%+26,74313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP52,300$2.79M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC38,369$2.04M0.01%+6,85913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,685$1.85M<0.01%+1,63613F-HRTimeline
Integrity Financial Corp /WA27,084$1.44M0.74%new13F-HRTimeline
Sigma Planning Corp25,576$1.36M0.04%-5,26413F-HRTimeline
Capital Investment Advisory Services, L…23,990$1.28M0.1%+12,43013F-HRTimeline
Kraft, Davis & Associates, LLC22,079$1.18M0.32%+3,77013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,417$1.09M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC20,053$1.07M0.01%+3,19213F-HRTimeline
Smartleaf Asset Management LLC18,590$987K0.09%+7,31913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,082$910K<0.01%+67313F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,351$871K0.01%+3,98113F-HRTimeline
MML INVESTORS SERVICES, LLC14,030$748K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,545$615K<0.01%+6,73413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,682$569K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,654$568K<0.01%+1,16213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT9,700$517K0.06%new13F-HRTimeline
Venture Visionary Partners LLC8,570$457K0.02%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC8,165$435K0.14%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,508$400K<0.01%-25,04013F-HRTimelineGroup
PRIVATE TRUST CO NA6,096$325K0.03%+3,64513F-HRTimeline
Greenwich Wealth Management LLC5,636$300K0.01%-12,79113F-HRTimeline
Cornerstone Wealth Management, LLC5,371$286K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,050$269K0.03%+20713F-HRTimeline
Mariner, LLCin group Mariner, LLC4,685$250K<0.01%+713F-HRTimelineGroup
AMERIFLEX GROUP, INC.4,681$248K0.13%+58413F-HRTimeline
Perennial Investment Advisors, LLC4,399$234K0.02%013F-HRTimeline
COMERICA BANK4,128$220K<0.01%+30013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,997$213K0.09%-45913F-HRTimeline
CWM, LLCin group CWM, LLC1,950$104K<0.01%+7513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,484$79.1K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.1,361$72.5K<0.01%+39013F-HRTimeline
Clearstead Trust, LLC342$18.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…301$16K<0.01%+713F-HRTimelineGroup
CoreCap Advisors, LLC259$13.8K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…257$13.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…179$9.54K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.117$6.23K<0.01%+313F-HRTimeline
Cape Investment Advisory, Inc.113$6.02K<0.01%-35313F-HRTimeline
FMR LLCin group FMR LLC7$362<0.01%-313F-HRTimelineGroup
Global Retirement Partners, LLC1$53<0.01%13F-HRTimeline
Investment Research & Advisory Group, I…1$53<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.