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Disclosery

PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

82 managers (83 13F filers) reported a position in PSC shares at 2025-12-31, 26,476,453 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
82
13F filers
83
New
17
Added
45
Reduced
9
Sold out
5
Shares held by filers
26,476,453

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding14,054,088$810M+5,985,073Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,287,125$132M0.04%+98,68413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,806,063$104M0.02%+482,39813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,251,857$72.3M<0.01%-188,80813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,030,728$59.5M0.01%+289,33113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC940,584$54.3M0.02%+380,07613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…796,011$47.5M0.06%+7,65513F-HRTimeline
LPL Financial LLC810,402$46.8M0.01%+297,56013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA382,276$22.1M<0.01%+27,61713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP333,045$19.2M0.03%+9,58213F-HRTimelineGroup
Veracity Capital LLC264,512$15.3M4.53%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237,011$13.7M0.01%+79,61713F-HR/ATimelineGroup
&PARTNERS199,854$11.5M0.06%-3,02413F-HRTimeline
Hudson Capital Management LLC182,891$10.6M2.65%+3,82113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,096$9.76M0.01%+5,57913F-HRTimelineGroup
PSI Advisors, LLC134,848$7.78M1.96%-8,44613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC128,134$7.4M2.06%+9,88813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,427$7.24M0.01%+18,07513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,276$6.77M0.01%+3,88113F-HR/ATimelineGroup
HRT FINANCIAL LP90,809$5.24M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,836$5.07M0.01%+39,49913F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC75,577$4.36M1.51%+2,02213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…73,049$4.22M0.08%+1,05313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,432$3.66M0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC62,399$3.6M0.25%+2,52313F-HR/ATimeline
360 Financial, Inc.54,467$3.14M0.96%new13F-HR/ATimeline
Greenwich Wealth Management LLC43,169$2.49M0.11%+17,15913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,990$2.37M0.15%+58513F-HRTimeline
Kraft, Davis & Associates, LLC36,007$2.17M0.49%-27213F-HRTimeline
NewEdge Advisors, LLC37,277$2.15M0.01%-38,20513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,113$2.14M<0.01%+5,50613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,130$2.03M<0.01%+21,43313F-HRTimelineGroup
Northwest Wealth Advisors, LLC33,147$1.91M1.49%13F-HRTimeline
Integrity Financial Corp /WA32,626$1.88M0.95%+72213F-HRTimeline
Turning Point Benefit Group, Inc.32,173$1.86M0.97%+7,08213F-HRTimeline
Private Advisor Group, LLC31,744$1.83M0.01%+7,82513F-HRTimeline
Steward Partners Investment Advisory, L…25,424$1.47M0.01%+3,03413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,012$1.44M<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…23,353$1.35M0.1%+3,75913F-HRTimeline
Sigma Planning Corp21,317$1.26M0.03%-42713F-HRTimeline
Global Retirement Partners, LLC21,299$1.23M0.02%+21,29813F-HRTimeline
MML INVESTORS SERVICES, LLC19,636$1.13M<0.01%+4,13213F-HRTimeline
Smartleaf Asset Management LLC18,768$1.09M0.04%+3,71813F-HRTimeline
Cambridge Investment Research Advisors,…17,505$1.01M<0.01%+1,58813F-HRTimeline
Brookwood Investment Group LLC17,182$992K0.12%new13F-HRTimeline
WealthCare Investment Partners, LLC16,994$986K0.29%+6,44713F-HRTimeline
Cornerstone Wealth Management, LLC16,135$931K0.05%-2113F-HRTimeline
Venture Visionary Partners LLC12,346$749K0.02%+7913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,877$686K0.08%+51713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,673$674K<0.01%+23613F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO10,482$605K0.52%13F-HRTimeline
Gilliland Jeter Wealth Management LLC9,256$534K0.16%+1413F-HRTimeline
PRIVATE TRUST CO NA7,815$451K0.04%-27513F-HRTimeline
Advisory Services Network, LLC7,334$423K0.01%+1,84613F-HRTimeline
COMERICA BANK7,251$419K<0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC6,997$417K0.04%+87713F-HRTimeline
COZAD ASSET MANAGEMENT INC6,329$365K0.03%+1,41813F-HRTimeline
Farther Finance Advisors, LLC5,979$345K<0.01%+1,94813F-HRTimeline
KPP Advisory Services LLC5,170$298K0.04%new13F-HRTimeline
Round Rock Advisors LLC4,739$274K0.04%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC4,689$271K<0.01%+1913F-HRTimelineGroup
Perennial Investment Advisors, LLC4,399$254K0.02%013F-HRTimeline
truNorth Financial Services, Inc.4,087$236K0.26%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,002$231K<0.01%new13F-HR/ATimelineGroup
Redwood Financial Network Corp3,775$218K0.14%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,376$137K<0.01%+79613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,875$108K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,235$71K<0.01%013F-HR/ATimelineGroup
Cape Investment Advisory, Inc.812$46.9K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC234$13.5K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC213$12.3K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/164$9.47K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.117$6.75K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…114$6.58K<0.01%-6913F-HRTimelineGroup
Arax Advisory Partners101$5.83K<0.01%new13F-HRTimeline
Larson Financial Group LLC100$5.77K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47$2.71K<0.01%new13F-HRTimelineGroup
Allworth Financial LP43$2.48K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8$462<0.01%13F-HRTimeline
Investment Research & Advisory Group, I…2$116<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2$115<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC12$68<0.01%+513F-HRTimelineGroup