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Disclosery

PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

89 managers (90 13F filers) reported a position in PSC shares at 2026-03-31, 30,099,288 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
89
13F filers
90
New
16
Added
49
Reduced
14
Sold out
11
Shares held by filers
30,099,288

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding15,085,726$864M+1,031,638Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,734,313$157M0.04%+447,18813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,212,182$127M0.03%+406,11913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,691,249$96.9M0.01%+439,39213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,401,136$80.3M0.02%+460,55213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,351,032$77.4M0.02%+320,30413F-HR/ATimelineGroup
LPL Financial LLC1,076,319$61.7M0.02%+265,91713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…433,869$25.1M0.06%-362,14213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA406,744$23.3M<0.01%+24,46813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP338,542$19.4M0.03%+5,49713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…252,845$14.5M0.01%+15,83413F-HRTimelineGroup
Veracity Capital LLC238,497$13.7M4.88%-26,01513F-HRTimeline
Hudson Capital Management LLC196,714$11.3M2.91%+13,82313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC194,189$11.1M0.02%+157,07613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,376$10.3M0.01%+10,28013F-HRTimelineGroup
Henderson Brothers Financial Partners, …170,472$9.77M2.47%13F-HRTimeline
PSI Advisors, LLC150,561$8.63M2.07%+15,71313F-HRTimeline
&PARTNERS143,327$8.22M0.04%-56,52713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC139,728$8.01M2.16%+11,59413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,907$7.45M0.01%+12,63113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,268$7.01M0.01%-3,15913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC102,054$5.85M0.11%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,474$5.54M<0.01%new13F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…79,739$4.57M0.08%+6,69013F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC74,284$4.26M1.41%-1,29313F-HRTimeline
Advisory Services Network, LLC68,045$3.9M0.05%+60,71113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,575$3.87M0.01%+55,90213F-HRTimelineGroup
Greenwich Wealth Management LLC66,484$3.81M0.16%+23,31513F-HRTimeline
Arete Wealth Advisors, LLC65,093$3.73M0.28%+2,69413F-HR/ATimeline
360 Financial, Inc.52,871$3.03M0.91%-1,59613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC48,333$2.77M0.89%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,862$2.51M<0.01%+18,85013F-HRTimelineGroup
Northwest Wealth Advisors, LLC37,661$2.16M1.54%+4,51413F-HRTimeline
Private Advisor Group, LLC36,705$2.1M0.01%+4,96113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35,256$2.02M0.12%-5,73413F-HRTimeline
NewEdge Advisors, LLC35,184$2.02M0.01%-2,09313F-HR/ATimeline
Integrity Financial Corp /WA32,845$1.88M0.94%+21913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,783$1.82M<0.01%+27,78113F-HRTimelineGroup
WealthCare Investment Partners, LLC28,029$1.63M0.45%+11,03513F-HRTimeline
Capital Investment Advisory Services, L…27,954$1.6M0.12%+4,60113F-HRTimeline
GTS FINANCIAL, LLC31,511$1.53M1.21%13F-HRTimeline
Brookwood Investment Group LLC24,069$1.38M0.18%+6,88713F-HRTimeline
Sigma Planning Corp22,519$1.29M0.04%+1,20213F-HRTimeline
MML INVESTORS SERVICES, LLC22,308$1.28M<0.01%+2,67213F-HRTimeline
Round Rock Advisors LLC21,492$1.23M0.19%+16,75313F-HRTimeline
Cambridge Investment Research Advisors,…20,732$1.19M<0.01%+3,22713F-HRTimeline
Spartan Wealth Advisory Services LLC20,585$1.18M0.1%13F-HRTimeline
Walleye Partners, LLC20,367$1.17M1.43%new13F-HRTimeline
Smartleaf Asset Management LLC20,632$1.15M0.04%+1,86413F-HRTimeline
Steward Partners Investment Advisory, L…19,983$1.15M0.01%-5,44113F-HRTimeline
Venture Visionary Partners LLC17,866$1.02M0.03%+5,52013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…16,995$974K0.03%new13F-HRTimelineGroup
Janney Montgomery Scott LLC16,697$957K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC16,355$938K0.05%+22013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,819$735K0.08%+94213F-HRTimeline
Turning Point Benefit Group, Inc.12,516$729K0.46%-19,65713F-HRTimeline
COZAD ASSET MANAGEMENT INC11,751$674K0.05%+5,42213F-HRTimeline
KPP Advisory Services LLC11,234$644K0.09%+6,06413F-HRTimeline
Stonebridge Financial Group, LLC / MO10,482$601K0.51%013F-HRTimeline
Gilliland Jeter Wealth Management LLC9,278$532K0.16%+2213F-HRTimeline
SeaCrest Wealth Management, LLC6,946$398K0.04%-5113F-HRTimeline
Farther Finance Advisors, LLC6,633$383K<0.01%+65413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,398$367K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA6,051$347K0.03%-1,76413F-HRTimeline
truNorth Financial Services, Inc.5,434$312K0.32%+1,34713F-HRTimeline
Redwood Financial Network Corp5,423$311K0.2%+1,64813F-HRTimeline
Mariner, LLCin group Mariner, LLC4,677$268K<0.01%-1213F-HRTimelineGroup
Perennial Investment Advisors, LLC4,399$252K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,123$179K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,940$111K<0.01%-43613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,939$111K<0.01%+6413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,235$71K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.612$35.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\504$28.9K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC273$15.6K<0.01%+26113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC254$14.6K<0.01%+2013F-HRTimelineGroup
Parallel Advisors, LLC225$12.9K<0.01%new13F-HR/ATimeline
CoreCap Advisors, LLC213$12.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.124$7.11K<0.01%+713F-HRTimeline
Larson Financial Group LLC100$5.73K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84$4.74K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG81$4.64K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC48$2.75K<0.01%13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47$2.69K<0.01%013F-HR/ATimelineGroup
Silver Grove Financial Group, Inc.42$2.41K<0.01%new13F-HRTimeline
CVA Family Office, LLC41$2.35K<0.01%new13F-HRTimeline
AE Wealth Management LLC13$745<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8$459<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…3$172<0.01%+113F-HRTimeline