106 institutional investment managers reported PSC positions in their Form 13F filings for Q2 2026, holding 32,149,002 shares worth $2.3B in total. Principal Financial Group Inc reported the largest position.

Are funds buying or selling PSC?

In Q2 2026, 26 managers opened new PSC positions, 42 added, 26 trimmed and 10 sold out. Managers that filed in both quarters added a net 2,036,544 shares.

How current is this PSC institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · PSC

Who owns PSC?

Institutional ownership of Principal U.S. Small-Cap Multi-Factor Index ETF from Form 13F, Q2 2026

106 institutional managers reported holding Principal U.S. Small-Cap Multi-Factor Index ETF (PSC) in Form 13F filings for Q2 2026, with 32,149,002 shares worth $2.3B. The largest reported holder was Principal Financial Group Inc. Managers that filed both quarters added a net 2,036,544 shares (+6.8%). 26 opened new positions and 10 sold out.

Funds holding: 106
Value held: $2.3B
New / sold out: 26 / 10
Net shares, same filers: +6.8%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PSC

Fund	Value	Share of 13F holdings	Shares	Move
Principal Financial Group Inc	$905M	40.2%	12,910,411	Added
Envestnet Asset Management Inc	$185M	8.2%	2,636,708	Trimmed
Principal Securities, Inc.	$172M	7.6%	2,457,408	Trimmed
Ameriprise Financial Inc	$167M	7.4%	2,376,463	Added
Raymond James Financial Inc	$134M	5.9%	1,911,612	Added
Morgan Stanley	$130M	5.7%	1,846,817	Added
Wells Fargo & Company	$97.1M	4.3%	1,384,462	Added
LPL Financial LLC	$84.3M	3.7%	1,202,550	Added
Wealth Enhancement Advisory Services, LLC	$33.1M	1.5%	483,654	Added
Royal Bank of Canada	$24.8M	1.1%	354,175	Trimmed
CIBC Bancorp USA Inc.	$20.7M	0.9%	296,591	New
Bank of New York Mellon Corp	$19.3M	0.9%	275,591	New
Truist Financial Corp	$18.2M	0.8%	259,009	Trimmed
Veracity Capital LLC	$17.0M	0.8%	243,029	Added
Northwestern Mutual Wealth Management Co	$16.5M	0.7%	235,305	Trimmed
Hudson Capital Management LLC	$13.6M	0.6%	193,743	Trimmed
Stifel Financial Corp	$12.8M	0.6%	182,101	Added
Commonwealth Equity Services, LLC	$12.5M	0.6%	178,518	Trimmed
PSI Advisors, LLC	$10.7M	0.5%	152,856	Added
First Heartland Consultants, Inc.	$10.6M	0.5%	150,760	New
Osaic Holdings, Inc.	$10.3M	0.5%	147,039	Added
RFG - Bristol Wealth Advisors, LLC	$10.0M	0.4%	142,694	Added
&partners	$9.5M	0.4%	134,933	Trimmed
Rockefeller Capital Management L.P.	$9.1M	0.4%	130,331	Added
Sagespring Wealth Partners, LLC	$6.8M	0.3%	97,136	Trimmed

Share of 13F holdings is each fund's shares as a share of the 32,149,002 PSC shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

Raymond James Financial Inc Added+$35.8M
Principal Financial Group Inc Added+$25.3M
CIBC Bancorp USA Inc. New+$20.7M
Bank of New York Mellon Corp New+$19.3M
Ameriprise Financial Inc Added+$11.5M
Morgan Stanley Added+$10.9M
First Heartland Consultants, Inc. New+$10.6M
LPL Financial LLC Added+$8.9M
Bank of America Corp New+$4.6M
Legacy CG, LLC New+$4.2M

Biggest sellers in Q2 2026

Envestnet Asset Management Inc Trimmed-$6.8M
Henderson Brothers Financial Partners, LLC Trimmed-$5.9M
Truist Financial Corp Trimmed-$5.6M
Principal Securities, Inc. Trimmed-$5.5M
Great Valley Advisor Group, Inc. Trimmed-$5.2M
Royal Bank of Canada Trimmed-$3.7M
Goldman Sachs Group Inc Sold out-$1.8M
GTS Financial, LLC Sold out-$1.5M
Northwestern Mutual Wealth Management Co Trimmed-$1.2M
Commonwealth Equity Services, LLC Trimmed-$1.1M

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $186M and sold $42.0M; 42 added and 26 trimmed.

Questions about PSC ownership

Who owns PSC stock?: 106 institutional investment managers reported PSC positions in their Form 13F filings for Q2 2026, holding 32,149,002 shares worth $2.3B in total. Principal Financial Group Inc reported the largest position.
Are funds buying or selling PSC?: In Q2 2026, 26 managers opened new PSC positions, 42 added, 26 trimmed and 10 sold out. Managers that filed in both quarters added a net 2,036,544 shares.
How current is this PSC institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PSC by CUSIP. Options are left out. PSC news and filings · PSC insider trades · Top funds