Who Owns Principal U.S. Small-Cap Multi-Factor ETF (PSC)?Hedge Fund & Institutional Holders

$56.71-0.17 (-0.30%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.07272133000132e+209T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$43.14$47.81$52.48$57.14$61.81Aug 24Jun 25Mar 26

PSC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+11.7M+$676.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.3M+$132.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+796K+$47.5M
TRUIST FINANCIAL CORPNew Position+333K+$19.2M
Veracity Capital LLCNew Position+265K+$15.3M
Hudson Capital Management LLCNew Position+183K+$10.6M
RFG - Bristol Wealth Advisors, LLCNew Position+128K+$7.4M
HRT FINANCIAL LPNew Position+91K+$5.0M
Henderson Brothers Financial Partners, LLCNew Position+84K+$4.9M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+63K+$3.0M
Kraft, Davis & Associates, LLCNew Position+36K+$2.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+37K+$2.0M
Northwest Wealth Advisors, LLCNew Position+33K+$1.9M
Integrity Financial Corp /WANew Position+33K+$1.9M
Capital Investment Advisory Services, LLCNew Position+23K+$1.3M

PSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-189K-$82.0B
&PARTNERSDecreased-3K-$11.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-105K-$9.0B
PSI Advisors, LLCDecreased-8K-$8.2B
NewEdge Advisors, LLCDecreased-38K-$4.3B
Sigma Planning CorpDecreased-427-$1.2B
Gotham Asset Management, LLCClosed Position-6K-$317.1M
UBS Group AGClosed Position-383-$21.8M
Clearstead Trust, LLCClosed Position-342-$19.5M
Russell Investments Group, Ltd.Decreased-69-$10.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC10,534,502$607.3M0.31%Share
2PRINCIPAL SECURITIES, INC.2,319,425$133.0M2.05%Share
3ENVESTNET ASSET MANAGEMENT INC2,287,125$132.0M0.04%Share
4AMERIPRISE FINANCIAL INC1,804,713$104.0M0.02%Share
5MORGAN STANLEY1,251,668$72.0M0.00%Share
6PRINCIPAL FINANCIAL GROUP INC1,200,161$69.3M0.04%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC796,011$47.5M0.06%Share
8LPL Financial LLC810,402$46.0M0.01%Share
9WELLS FARGO & COMPANY/MN561,085$32.0M0.01%Share
10RAYMOND JAMES FINANCIAL INC532,414$30.0M0.01%Share
11WELLS FARGO & COMPANY/MN469,643$27.0M0.00%Share
12RAYMOND JAMES FINANCIAL INC408,170$23.0M0.01%Share
13ROYAL BANK OF CANADA379,374$21.0M0.00%Share
14TRUIST FINANCIAL CORP333,045$19.2M0.03%Share
15Veracity Capital LLC264,512$15.3M4.49%Share
16&PARTNERS199,854$11.0M0.06%Share
17Hudson Capital Management LLC182,891$10.6M2.65%Share
18STIFEL FINANCIAL CORP169,096$9.0M0.01%Share
19PSI Advisors, LLC134,848$7.8M1.96%Share
20RFG - Bristol Wealth Advisors, LLC128,134$7.4M2.06%Share
21OSAIC HOLDINGS, INC.125,427$7.0M0.01%Share
22Rockefeller Capital Management L.P.117,276$6.0M0.01%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP87,836$5.0M0.00%Share
24HRT FINANCIAL LP90,809$5.0M0.02%Share
25Henderson Brothers Financial Partners, LLC84,376$4.9M2.44%Share
26Wealth Advisors of Tampa Bay, LLC75,577$4.4M1.51%Share
27GREAT VALLEY ADVISOR GROUP, INC.73,049$4.0M0.08%Share
28Arete Wealth Advisors, LLC62,400$3.6M0.22%Share
29THRIVENT FINANCIAL FOR LUTHERANS63,432$3.0M0.01%Share
30Greenwich Wealth Management LLC43,169$2.5M0.11%Share
31CREATIVE FINANCIAL DESIGNS INC /ADV40,990$2.4M0.15%Share
32Kraft, Davis & Associates, LLC36,007$2.2M0.49%Share
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52,734$2.1M0.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC37,113$2.0M0.00%Share
35JANE STREET GROUP, LLC35,130$2.0M0.00%Share
36NewEdge Advisors, LLC37,277$2.0M0.01%Share
37Northwest Wealth Advisors, LLC33,147$1.9M1.49%Share
38Integrity Financial Corp /WA32,626$1.9M0.95%Share
39Capital Investment Advisory Services, LLC23,353$1.3M0.10%Share
40Sigma Planning Corp21,317$1.3M0.03%Share
41Turning Point Benefit Group, Inc.20,618$1.2M0.62%Share
42Global Retirement Partners, LLC21,299$1.0M0.02%Share
43MML INVESTORS SERVICES, LLC19,636$1.0M0.00%Share
44Steward Partners Investment Advisory, LLC25,424$1.0M0.01%Share
45CITADEL ADVISORS LLC25,012$1.0M0.00%Share
46Private Advisor Group, LLC31,744$1.0M0.00%Share
47Smartleaf Asset Management LLC18,768$1.0M0.04%Share
48Cambridge Investment Research Advisors, Inc.17,505$1.0M0.00%Share
49Brookwood Investment Group LLC17,182$991K0.12%Share
50WealthCare Investment Partners, LLC16,994$986K0.29%Share

PSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$1.5B+38
Q3 202545$487.1B-8
Q2 202553$748.2B+7
Q1 202546$749.0B+8
Q4 202438$87.5T+16
Q3 202422$176.8T+2
Q2 202420$141.0T+1
Q1 202419$43.1T—

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As of Q4 2025, 50 institutional investors hold PSC (Principal U.S. Small-Cap Multi-Factor ETF). The largest holder is PRINCIPAL FINANCIAL GROUP INC with $607.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PSC?

As of Q4 2025, 50 institutional investors report holding PSC (Principal U.S. Small-Cap Multi-Factor ETF) in their 13F filings.

Who is the largest institutional holder of PSC?

The largest institutional holder of PSC is PRINCIPAL FINANCIAL GROUP INC with $607.3M in shares.

Is institutional ownership of PSC increasing or decreasing?

This quarter, 15 institutions opened new positions in PSC and 3 closed their positions.