PSC

PRINCIPAL US SMALL-CAP ETF
USCUSIP 74255Y607
Institutional Owners
26
+2 QoQ
13F Value Held
$217.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)21 adding · 4 trimming
Insider net (180d)+$0
Price history not yet available for PSC.

Top institutional holders

26 13F filers
#FundPosition valueSharesLast moveAs of
1PRINCIPAL SECURITIES, INC.
$145.4M
2.54MAddedQ1 2026
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$25.1M
433.9KReducedQ1 2026
3&PARTNERS
$8.2M
143.3KReducedQ1 2026
4Rockefeller Capital Management L.P.
$6.8M
117.3KNewQ4 2025
5SAGESPRING WEALTH PARTNERS, LLC
$5.9M
102.1KNewQ1 2026
6GREAT VALLEY ADVISOR GROUP, INC.
$4.6M
79.7KAddedQ1 2026
7Kestra Advisory Services, LLC
$3.9M
67.6KAddedQ1 2026
8CITADEL ADVISORS LLC
$2.5M
43.9KAddedQ1 2026
9CREATIVE FINANCIAL DESIGNS INC /ADV
$2.4M
41.0KNewQ4 2025
10Private Advisor Group, LLC
$2.1M
36.7KAddedQ1 2026
11NewEdge Advisors, LLC
$2.0M
35.2KNewQ1 2026
12Sigma Planning Corp
$1.3M
22.5KAddedQ1 2026
13MML INVESTORS SERVICES, LLC
$1.3M
22.3KAddedQ1 2026
14Smartleaf Asset Management LLC
$1.1M
20.6KAddedQ1 2026
15Steward Partners Investment Advisory, LLC
$1.1M
20.0KReducedQ1 2026
16Venture Visionary Partners LLC
$1.0M
17.9KAddedQ1 2026
17Ameritas Investment Partners, Inc.
$974K
17.0KNewQ1 2026
18Cornerstone Wealth Management, LLC
$938K
16.4KAddedQ1 2026
19Advisory Services Network, LLC
$423K
7.3KNewQ4 2025
20Gotham Asset Management, LLC
$317K
5.6KNewQ3 2025
21CWM, LLC
$111K
1.9KAddedQ1 2026
22ASSETMARK, INC
$15K
254AddedQ1 2026
23HUNTINGTON NATIONAL BANK
$9K
164NewQ1 2026
24Larson Financial Group LLC
$6K
100HeldQ1 2026
25VANGUARD ADVISERS INC
$3K
48NewQ1 2026

Fund activity — latest quarter

Opened (NEW)
9
funds
Added
12
funds
Reduced
3
funds
Exited
1
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

22 funds+21 since Q3 2025
01122Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $208M

Funds that own PSC also own

CompanyCo-held byCombined value
ISHARES TRIVV25 funds$12.7B
NVIDIA CORPORATION COMNVDA25 funds$11.6B
APPLE INC COMAAPL25 funds$10.5B
MICROSOFT CORP COMMSFT25 funds$8.7B
AMAZON.COM INCAMZN25 funds$7.4B
STATE STREET SPDR S&P 500 ETFSPY25 funds$5.2B
BROADCOM INC COMAVGO25 funds$4.7B
JPMORGAN CHASE &COJPM25 funds$4.5B
META PLATFORMS INC CL AMETA25 funds$4.4B
ALPHABET INC CAP STK CL CGOOG25 funds$3.3B
ISHARES TRAGG25 funds$3.2B
INVESCO QQQ TRUST SERIES IQQQ25 funds$3.1B

Ranked by how many of PSC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.