证券记录 · 已归档季度
PSC
Principal U.S. Small-Cap Multi-Factor ETF · Financial Services · Asset Management
28被追踪持有人
+1Δ持有人
22.33M持有股份
$1.29B报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 -0.7% ·
净新建仓位 +3.6%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 11.73M | n/a | $676.56M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 2.29M | n/a | $132.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.81M | n/a | $104.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.25M | -13.1% | $72.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 1.03M | n/a | $59.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 940.58K | n/a | $54.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 796.01K | n/a | $47.53M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 810.40K | n/a | $46.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 382.28K | n/a | $22.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 333.05K | n/a | $19.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 237.01K | n/a | $13.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 169.10K | n/a | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 125.43K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 117.28K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Hrt Financial Lp | 90.81K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 87.84K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 37.11K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 35.13K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.01K | 新增 | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 19.64K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 4.69K | n/a | $270,716 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 4.00K | 新增 | $231,035 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.38K | n/a | $137,154 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.88K | n/a | $108,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 234 | n/a | $13,509 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 164 | n/a | $9,468 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 114 | n/a | $6,581 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 12 | +71.4% | $68 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.44M | 0.0% |
| Goldman Sachs Group | $231,035 | 0.0% |
已清仓
| Gotham Asset Management | $317,095 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 89 持有人, 29.96M 股份, $1.71B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据