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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -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+$676.6B
AMERIPRISE FINANCIAL INCIncreased+482K+$28.6B
RAYMOND JAMES FINANCIAL INCIncreased+380K+$21.1B
WELLS FARGO & COMPANY/MNIncreased+289K+$16.8B
Veracity Capital LLCNew Position+265K+$15.3B
Hudson Capital Management LLCNew Position+183K+$10.6B
RFG - Bristol Wealth Advisors, LLCNew Position+128K+$7.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+39K+$2.2B
Kraft, Davis & Associates, LLCNew Position+36K+$2.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+37K+$2.0B
Integrity Financial Corp /WANew Position+33K+$1.9B
Capital Investment Advisory Services, LLCNew Position+23K+$1.3B
CITADEL ADVISORS LLCNew Position+25K+$1.0B
Smartleaf Asset Management LLCNew Position+19K+$1.0B
Brookwood Investment Group LLCNew Position+17K+$991.0M

PSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
&PARTNERSDecreased-3K-$11.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-105K-$9.0B
NewEdge Advisors, LLCDecreased-38K-$4.3B
PSI Advisors, LLCDecreased-8K-$379.5M
Gotham Asset Management, LLCClosed Position-6K-$317.1M
UBS Group AGClosed Position-383-$21.8M
Russell Investments Group, Ltd.Decreased-69-$10.4M
MORGAN STANLEYDecreased-189K-$10.1M
Clearstead Trust, LLCClosed Position-342-$19K
Sigma Planning CorpDecreased-427-$-18.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC10,534,502$607.3B0.31%Share
2AMERIPRISE FINANCIAL INC1,804,713$104.0B0.02%Share
3PRINCIPAL FINANCIAL GROUP INC1,200,161$69.3B0.04%Share
4WELLS FARGO & COMPANY/MN561,085$32.0B0.01%Share
5RAYMOND JAMES FINANCIAL INC532,414$30.0B0.01%Share
6WELLS FARGO & COMPANY/MN469,643$27.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC408,170$23.0B0.01%Share
8ROYAL BANK OF CANADA379,374$21.0B0.00%Share
9Veracity Capital LLC264,512$15.3B4.49%Share
10Hudson Capital Management LLC182,891$10.6B2.65%Share
11STIFEL FINANCIAL CORP169,096$9.0B0.01%Share
12PSI Advisors, LLC134,848$7.8B1.96%Share
13RFG - Bristol Wealth Advisors, LLC128,134$7.4B2.06%Share
14OSAIC HOLDINGS, INC.125,427$7.0B0.01%Share
15Rockefeller Capital Management L.P.117,276$6.0B0.01%Share
16SUSQUEHANNA INTERNATIONAL GROUP, LLP87,836$5.0B0.00%Share
17Wealth Advisors of Tampa Bay, LLC75,577$4.4B1.51%Share
18CREATIVE FINANCIAL DESIGNS INC /ADV40,990$2.4B0.15%Share
19Kraft, Davis & Associates, LLC36,007$2.2B0.49%Share
20COMMONWEALTH EQUITY SERVICES, LLC37,113$2.0B0.00%Share
21Integrity Financial Corp /WA32,626$1.9B0.95%Share
22Capital Investment Advisory Services, LLC23,353$1.3B0.10%Share
23Sigma Planning Corp21,317$1.3B0.03%Share
24Turning Point Benefit Group, Inc.20,618$1.2B0.62%Share
25CITADEL ADVISORS LLC25,012$1.0B0.00%Share
26Smartleaf Asset Management LLC18,768$1.0B0.04%Share
27Private Advisor Group, LLC31,744$1.0B0.00%Share
28Steward Partners Investment Advisory, LLC25,424$1.0B0.01%Share
29Brookwood Investment Group LLC17,182$991.0M0.12%Share
30WealthCare Investment Partners, LLC16,994$986.0M0.29%Share
31Cornerstone Wealth Management, LLC16,135$931.0M0.05%Share
32Turning Point Benefit Group, Inc.11,555$667.0M0.35%Share
33Gilliland Jeter Wealth Management LLC9,256$534.0M0.16%Share
34PRIVATE TRUST CO NA7,815$451.0M0.04%Share
35COMERICA BANK6,951$401.0M0.00%Share
36Farther Finance Advisors, LLC5,979$345.0M0.00%Share
37KPP Advisory Services LLC5,170$298.0M0.04%Share
38Round Rock Advisors LLC4,739$273.0M0.04%Share
39Perennial Investment Advisors, LLC4,399$253.0M0.02%Share
40Redwood Financial Network Corp3,775$217.0M0.14%Share
41PRINCIPAL SECURITIES, INC.2,319,425$133.0M2.05%Share
42ENVESTNET ASSET MANAGEMENT INC2,287,125$132.0M0.04%Share
43MORGAN STANLEY1,251,668$72.0M0.00%Share
44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC796,011$47.5M0.06%Share
45LPL Financial LLC810,402$46.0M0.01%Share
46TRUIST FINANCIAL CORP333,045$19.2M0.03%Share
47COMERICA BANK300$17.0M0.00%Share
48ASSETMARK, INC234$13.0M0.00%Share
49CoreCap Advisors, LLC213$12.0M0.00%Share
50&PARTNERS199,854$11.0M0.06%Share

PSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$1.0T+38
Q3 202545$277.8B-8
Q2 202553$1.4T+7
Q1 202546$18.1T+8
Q4 202438$87.7T+16
Q3 202422$138.7T+2
Q2 202420$119.9T+1
Q1 202419$579.8T—

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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 $607.3B in shares. This quarter, 11 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 $607.3B in shares.

Is institutional ownership of PSC increasing or decreasing?

This quarter, 11 institutions opened new positions in PSC and 3 closed their positions.