Who Owns PSC?
Principal U.S. Small-Cap Multi-Factor ETF — Institutional Ownership & 13F Holdings
$62.63
-0.86 (-1.36%)
Market Cap
$1.0B
Shares Outstanding
17,540,815
Institutional Holders
45
Total Inst. Value
$639.6M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
14
Closed Positions
7
Increased
22
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $410.9M | 8,466,710 |
| 2 | PRINCIPAL SECURITIES, INC. | $87.1M | 1,698,988 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.7M | 694,501 |
| 4 | WELLS FARGO & COMPANY/MN | $24.8M | 510,620 |
| 5 | RAYMOND JAMES FINANCIAL INC | $18.8M | 386,677 |
| 6 | MORGAN STANLEY | $17.5M | 359,578 |
| 7 | Legacy CG, LLCNew | $15.4M | 316,839 |
| 8 | ROYAL BANK OF CANADA | $13.9M | 286,803 |
| 9 | OSAIC HOLDINGS, INC. | $3.9M | 79,690 |
| 10 | STIFEL FINANCIAL CORP | $1.6M | 32,548 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | +883 | $87.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +637K | $33.7M |
| WELLS FARGO & COMPANY/MN | +83K | $24.8M |
| RAYMOND JAMES FINANCIAL INC | +244K | $18.8M |
| MORGAN STANLEY | +129K | $17.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | -962K | $410.9M |
| Kraft, Davis & Associates, LLC | -41K | $845K |
| CITADEL ADVISORS LLC | -7K | $345K |
| Sigma Planning Corp | -1K | $1.5M |
| CWM, LLC | -311 | $91 |
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Frequently Asked Questions
How many institutional investors hold PSC?
As of Q1 2025, 45 institutional investors report holding PSC (Principal U.S. Small-Cap Multi-Factor ETF) in their 13F filings.
Which hedge fund owns the most PSC?
The largest institutional holder of PSC is PRINCIPAL FINANCIAL GROUP INC with $410.9M in shares.
Are institutions buying or selling PSC?
This quarter, 14 institutions opened new positions in PSC and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.