PSC institutional holders

Principal U.S. Small-Cap ETF · 107 reporting institutions · $2.2B reported value

Funds that can replace PSC · PSC return decomposition

Institutional holdings

Institutions reporting PSC, largest first
InstitutionReported positionAdvisors at firmReport period
Principal Financial Group Inc$904.7M02026-06-30
Envestnet Pmc$184.9M602026-06-30
Principal Securities, Inc.$172.3M1,4632026-06-30
Ameriprise Financial Inc$166.6M02026-06-30
Raymond James Financial Inc$134.1M02026-06-30
Morgan Stanley$129.5M23,1852026-06-30
Wells Fargo & Company/mn$97.1M02026-06-30
Lpl Financial LLC$84.3M23,4582026-06-30
Wealth Enhancement Advisory Services, LLC$33.1M1,0262026-06-30
Royal Bank of Canada$24.8M02026-06-30
CIBC Bancorp USA Inc.$20.7M02026-06-30
Bank of New York Mellon Corp$19.3M02026-06-30
Truist Financial Corp$18.2M02026-06-30
Veracity Capital LLC$17M102026-06-30
Northwestern Mutual Wealth Management Co$16.5M02026-06-30
Hudson Capital Management LLC$13.6M72026-06-30
Stifel Financial Corp$12.8M02026-06-30
Commonwealth Equity Services, LLC$12.5M2,8632026-06-30
Psi Advisors, LLC$10.7M112026-06-30
First Heartland Consultants, Inc.$10.6M992026-06-30
Osaic Holdings, Inc.$10.3M02026-06-30
Rfg - Bristol Wealth Advisors, LLC$10M52026-06-30
&partners$9.5M5552026-06-30
Rockefeller Capital Management LP$9.1M3462026-06-30
Sagespring Wealth Partners$6.8M1262026-06-30
Jpmorgan Chase & Co$6.8M02026-06-30
Henderson Brothers Financial Partners, LLC$6.1M182026-06-30
Flynn Zito Capital Management, LLC$5.3M72026-06-30
Wealth Advisors of Tampa Bay, LLC$5.2M02026-06-30
Kestra Advisory Services, LLC$5M1,4792026-06-30
Advisory Services Network$4.8M2532026-06-30
Bank of America Corp /de$4.6M02026-06-30
Arete Wealth Advisors, LLC$4.4M1462026-06-30
Legacy Cg, LLC$4.2M42026-06-30
360 Financial$3.6M102026-06-30
Global Retirement Partners LLC$3.5M4912026-06-30
Defined Wealth Management, LLC$3.4M32026-06-30
Newedge Advisors$3.3M6012026-06-30
Private Advisor Group, LLC$3.2M9272026-06-30
Turning Point Benefit Group, Inc.$3.1M152026-06-30
Walleye Partners LLC$3M32026-06-30
West Invest$2.7M72026-06-30
Creative Financial Designs Inc /adv$2.7M02026-06-30
Citadel Advisors LLC$2.6M02026-06-30
Integrity Financial Corp /wa$2.5M142026-06-30
Wealthcare Investment Partners LLC$2.3M62026-06-30
Capital Investment Advisory Services, LLC$2M1032026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
Round Rock Advisors LLC$1.9M102026-06-30
Venture Visionary Partners LLC$1.7M312026-06-30
Spartan Wealth Advisory Services LLC$1.6M212026-06-30
Sigma Planning Corp$1.5M4742026-06-30
Steward Partners Investment Advisory, LLC$1.5M4812026-06-30
Smartleaf Asset Management LLC$1.4M92026-06-30
Brookwood Investment Group LLC$1.4M692026-06-30
Ameritas Investment Partners, Inc.$1.4M72026-06-30
Cornerstone Wealth Management, LLC$1.2M02026-06-30
Lasalle St. Investment Advisors, LLC$1M1612026-06-30
Jane Street Group, LLC$982.1K02026-06-30
Sheets Smith Wealth Management$883.6K102026-06-30
Gilliland Jeter Wealth Management, LLC$619.2K32026-06-30
Stonebridge Financial Group, LLC / Mo$611.1K02026-06-30
Seacrest Wealth Management, LLC$567.1K352026-06-30
Farther Finance Advisors, LLC$556.6K3342026-06-30
Trunorth Financial Services, Inc.$556.3K32026-06-30
Sfg Wealth Management, Llc.$553.5K92026-06-30
Ameritas Advisory Services, LLC$522.7K5502026-06-30
Greenwood Gearhart LLC$510.6K212026-06-30
Redwood Financial Network Corp$482.3K82026-06-30
Gts Securities LLC$476.2K02026-06-30
D. E. Shaw & Co., LP$469.7K02026-06-30
Private Trust Co NA$424.3K02026-06-30
Comerica Bank$418.6K02025-12-31
Great Valley Advisor Group, LLC$379.5K2052026-06-30
Xtx Topco Ltd$378.5K02026-06-30
Welch Financial Planning, LLC$323.6K32026-06-30
Chj Wealth Management$308.9K42026-06-30
Perennial Investment Advisors, LLC$293.8K492026-06-30
Kingswood Wealth Advisors, LLC$274.4K1232026-06-30
Marathon Capital Management$225.7K52026-06-30
Fifth Third Bancorp$219K02026-06-30
Freegulliver, LLC$218.9K52026-06-30
Avaii Wealth Management, LLC$217.7K112026-06-30
Allworth Financial, LP$172.9K3172026-06-30
PNC Financial Services Group, Inc.$131.8K02026-06-30
Cwm, LLC$111.2K6672026-03-31
US Bancorp$55.2K02026-06-30
Cape Investment Advisory, Inc.$42.9K352026-06-30
Harbour Investments, Inc.$42.9K2472026-06-30
Fourth Dimension Wealth, LLC$33.9K92026-06-30
Fmr LLC$23.1K02026-06-30
Jones Financial Companies LLLP$21.6K02026-06-30
Corecap Advisors, LLC$21.2K1182026-06-30
Assetmark, Inc$17.8K2202026-06-30
Citigroup Inc$13.2K02026-06-30
Larson Financial Group LLC$7K672026-06-30
UBS Group AG$5.7K02026-06-30
Pinnacle Bancorp, Inc.$5.1K02026-06-30
Greenwich Wealth Management, LLC$4.6K122026-06-30
Integrated Wealth Concepts LLC$3.5K4802026-06-30
Eversource Wealth Advisors, LLC$3.3K772026-06-30
Silver Grove Financial Group, Inc.$2.9K172026-06-30
Flow Traders U.S. LLC$2.8K02026-06-30
Janney Montgomery Scott LLC$1.4K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$1.2K3,9402026-03-31
Investment Research & Advisory Group, Inc.$211172026-06-30
Capital Analysts, LLC$1026082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30