Security record · archived quarter
PSC
Principal U.S. Small-Cap Multi-Factor ETF · Financial Services · Asset Management
3Tracked holders
0Δ holders
1.45MShares held
$82.39MReported value
+1New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.44M | n/a | $82.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Gotham Asset Management ✦ | 5.57K | New | $317,095 | 0.0% | New | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 7 | 0.0% | $40 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $317,095 | 0.0% |
Exited
| Two Sigma Investments | $2.79M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 29.96M shares, $1.71B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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