PSC

Principal US Small-Cap ETFETF
UnclassifiedUSCUSIP 74255Y607◍ Confluence graph
Tracked 13F Holders
97
-22 QoQ
13F Value (tracked)
$1.8B
13F Moves · latest Q
30 added
7 trimmed
Recent Filings
0

Who owns PSC?

97 tracked 13F filers

97 tracked 13F filers disclose a position in PSC as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1PRINCIPAL FINANCIAL GROUP INC
$719.1M
12.5M
+6.9%
Added · +815K sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$156.7M
2.7M
+20%
Added · +447K sh
Q1 2026
3PRINCIPAL SECURITIES, INC.
$172.3M
2.5M
−3.1%
Reduced · −79K sh
Q2 2026
4AMERIPRISE FINANCIAL INC
$126.8M
2.2M
+22%
Added · +406K sh
Q1 2026
5MORGAN STANLEY
$96.9M
1.7M
+35%
Added · +439K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$80.3M
1.4M
+49%
Added · +461K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$77.4M
1.4M
+31%
Added · +320K sh
Q1 2026
8LPL Financial LLC
$61.7M
1.1M
+33%
Added · +266K sh
Q1 2026
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$33.1M
484K
+11%
Added · +50K sh
Q2 2026
10ROYAL BANK OF CANADA
$23.3M
407K
+6.4%
Added · +24K sh
Q1 2026
11TRUIST FINANCIAL CORP
$19.4M
339K
+1.6%
Added · +5K sh
Q1 2026
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$14.5M
253K
+6.7%
Added · +16K sh
Q1 2026
13Veracity Capital LLC
$17.0M
243K
+1.9%
Added · +5K sh
Q2 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$11.1M
194K
+423%
Added · +157K sh
Q1 2026
15Hudson Capital Management LLC
$13.6M
194K
−1.5%
Reduced · −3K sh
Q2 2026
16STIFEL FINANCIAL CORP
$10.3M
179K
+6.1%
Added · +10K sh
Q1 2026
17PSI Advisors, LLC
$10.7M
153K
+1.5%
Added · +2K sh
Q2 2026
18First Heartland Consultants, Inc.
$10.6M
151K
New
+151K sh
Q2 2026
19RFG - Bristol Wealth Advisors, LLC
$10.0M
143K
+2.1%
Added · +3K sh
Q2 2026
20&PARTNERS
$9.5M
135K
−5.8%
Reduced · −8K sh
Q2 2026
21Rockefeller Capital Management L.P.
$7.4M
130K
+11%
Added · +13K sh
Q1 2026
22OSAIC HOLDINGS, INC.
$7.0M
122K
−2.5%
Reduced · −3K sh
Q1 2026
23JPMORGAN CHASE & CO
$5.5M
99K
New
+99K sh
Q1 2026
24SAGESPRING WEALTH PARTNERS, LLC
$6.8M
97K
−4.8%
Reduced · −5K sh
Q2 2026
25FLYNN ZITO CAPITAL MANAGEMENT, LLC
$5.3M
75K
+55%
Added · +27K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PSC being bought or sold by institutions?

Last quarter, 9 funds opened a new position in PSC and 21 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
21
funds
Reduced
7
funds
Exited
0
funds

Funds that own PSC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA43 funds$14.9B
APPLE INCAAPL43 funds$11.0B
MICROSOFT CORPMSFT43 funds$10.0B
AMAZON.COM INCAMZN43 funds$7.8B
BROADCOM INCAVGO42 funds$6.4B
ALPHABET INC-CL CGOOG42 funds$5.0B
ALPHABET INC-CL AGOOGL41 funds$6.8B
JPMORGAN CHASE & COJPM41 funds$3.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B41 funds$2.4B
META PLATFORMS INC-CLASS AMETA40 funds$5.0B
WALMART INCWMT40 funds$1.6B
INVESCO QQQ TRUST SERIES 1QQQ40 funds$1.4B

Ranked by how many of PSC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

60 funds+39 since Q3 2024
04182Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $359.9M

Share classes

Class13F holdersValue held
PREFmc130 funds$1.2B
PSCthis pagePRIN U S SMALL97 funds$1.8B
USMCUSMC79 funds$3.1B
YLDmc73 funds$448.3M
PIEQMF Closed and MF Open23 funds$1.6B
IGPRNC INVT GRAD22 funds$285.7M
PSETQUALITY ETF18 funds$26.6M
PYPRNCPL VLU ETF17 funds$263.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in PSC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PSC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PSC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.