Effectdossier · gearchiveerd kwartaal
PSC
Principal U.S. Small-Cap Multi-Factor ETF · Financial Services · Asset Management
29Gevolgde houders
+1Δ houders
25.29MGehouden aandelen
$1.45BGerapporteerde waarde
+6Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +13.3% ·
netto nieuwe posities +3.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +3 | 27.07M | $1.90B | +5 | −2 |
| Q1 2026 | 29 | +1 | 25.29M | $1.45B | +6 | −5 |
| Q4 2025 | 28 | +1 | 22.33M | $1.29B | +2 | −1 |
| Q3 2025 | 3 | 0 | 1.45M | $82.39M | +1 | −1 |
| Q2 2025 | 2 | 0 | 52.31K | $2.79M | +1 | −1 |
| Q1 2025 | 1 | 0 | 7.11K | $345,453 | — | — |
| Q4 2024 | 1 | +1 | 14.00K | $717,831 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 12.55M | +6.9% | $719.09M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Principal Financial Group Inc | 12.55M | +6.9% | $719.09M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.73M | +19.6% | $156.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 2.21M | +22.5% | $126.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 2.21M | +22.5% | $126.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.69M | +35.1% | $96.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.69M | +35.1% | $96.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.40M | +49.0% | $80.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.40M | +49.0% | $80.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.40M | +49.0% | $80.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.35M | +31.1% | $77.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.35M | +31.1% | $77.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.35M | +31.1% | $77.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 1.08M | +32.8% | $61.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 433.87K | -45.5% | $25.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 406.74K | +6.4% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 406.74K | +6.4% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 406.74K | +6.4% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 406.74K | +6.4% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 338.54K | +1.6% | $19.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 252.84K | +6.7% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 194.19K | +423.2% | $11.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 179.38K | +6.1% | $10.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 129.91K | +10.8% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 122.27K | -2.5% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 99.47K | Nieuw | $5.54M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 99.47K | Nieuw | $5.54M | 0.0% | New | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 43.86K | +75.4% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 31.78K | +694.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 22.31K | +13.6% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 6.40K | Nieuw | $366,762 | 0.0% | New | 1 | SEC ↗ |
| 32 | Mariner, LLC | 4.68K | -0.3% | $268,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.12K | Nieuw | $179,041 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.94K | -18.4% | $111,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.94K | -18.4% | $111,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 1.94K | +3.4% | $111,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 504 | Nieuw | $28,891 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 273 | +2175.0% | $15,631 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 254 | +8.6% | $14,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 84 | Nieuw | $4,735 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS Group AG | 81 | Nieuw | $4,643 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| JPMorgan Chase | $5.54M | 0.0% |
| JPMorgan Chase | $5.54M | 0.0% |
| D. E. Shaw & Co. | $366,762 | 0.0% |
| Fifth Third Bancorp | $179,041 | 0.0% |
| Us Bancorp \De\ | $28,891 | 0.0% |
| Jones Financial Companies Lllp | $4,735 | 0.0% |
| UBS Group AG | $4,643 | 0.0% |
Verlaten
| Hrt Financial Lp | $5.24M | was 0.0% |
| Susquehanna International… | $5.07M | was 0.0% |
| Jane Street Group, Llc | $2.03M | was 0.0% |
| Bank Of America Corp /De/ | $9,468 | was 0.0% |
| Russell Investments Group… | $6,581 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 29.96M aandelen, $1.71B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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