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PSC PRINCIPAL EXCHANGE TRADED FD

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PRIN U S SMALL (fund)

Filings received so far for Q3 2026: 7 13F filers report a position in PSC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Veracity Capital LLC246,523$16.5M4.43%+3,49413F-HRTimeline
First Heartland Consultants, Inc.156,599$10.4M0.69%+5,83913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC147,921$9.87M2.35%+5,22713F-HRTimeline
Venture Visionary Partners LLC23,153$1.54M0.04%-42213F-HRTimeline
Farther Finance Advisors, LLC4,711$314K<0.01%-3,22713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,097$209K0.06%-813F-HRTimeline
CoreCap Advisors, LLC249$16.6K<0.01%-5313F-HRTimeline