PSC
Principal U.S. Small-Cap Multi-Factor ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +10.7% ·
share flow +7.0% ·
net new positions +9.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 12.91M | +2.9% | $904.74M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 2.64M | -3.6% | $184.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 2.38M | +7.4% | $166.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.91M | +36.4% | $134.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 1.85M | +9.2% | $129.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 1.38M | +2.5% | $97.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.20M | +11.7% | $84.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 483.65K | +11.5% | $33.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 354.18K | -12.9% | $24.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | CIBC Bancorp USA Inc. | 296.59K | New | $20.71M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Bank of New York Mellon Corp | 275.59K | New | $19.33M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 259.01K | -23.5% | $18.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 235.31K | -6.9% | $16.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 182.10K | +1.5% | $12.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 178.52K | -8.1% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 147.04K | +20.3% | $10.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 130.33K | +0.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 97.79K | -1.7% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 65.85K | New | $4.62M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 36.69K | -16.4% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 27.18K | +21.8% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 14.01K | New | $982,089 | 0.0% | New | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 6.70K | +4.7% | $469,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.12K | 0.0% | $219,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.88K | -3.1% | $131,831 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 787 | +56.1% | $55,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 328 | +20.1% | $23,052 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 313 | +272.6% | $21,634 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 254 | 0.0% | $17,812 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citigroup Inc | 188 | New | $13,183 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 81 | 0.0% | $5,680 | 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
| CIBC Bancorp USA Inc. | $20.71M | 0.0% |
| Bank of New York Mellon Corp | $19.33M | 0.0% |
| Bank Of America Corp /De/ | $4.62M | 0.0% |
| Jane Street Group, Llc | $982,089 | 0.0% |
| Citigroup Inc | $13,183 | 0.0% |
Exited
| Goldman Sachs Group | $1.82M | was 0.0% |
| Mariner, LLC | $268,126 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.