Principal Exchange-Traded Funds - PSC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 12,910,411 | 904,743 | 0.44% | 0.38% | 1 | +361,007 | 2.88% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,636,708 | 184,897 | 0.04% | 0.04% | 2 | -97,605 | -3.57% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,457,408 | 172,323 | 2.07% | 2.13% | 3 | -78,914 | -3.11% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,376,463 | 166,645 | 0.03% | 0.03% | 4 | +164,281 | 7.43% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,911,612 | 134,050 | 0.04% | 0.02% | 5 | +510,476 | 36.43% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,846,817 | 129,506 | 0.01% | 0.01% | 6 | +155,568 | 9.2% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,384,462 | 97,084 | 0.02% | 0.01% | 7 | +33,430 | 2.47% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,202,550 | 84,327 | 0.02% | 0.02% | 8 | +126,231 | 11.73% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 483,654 | 33,099 | 0.06% | 0.05% | 9 | +49,785 | 11.47% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 354,175 | 24,836 | 0.0% | 0.0% | 10 | -52,569 | -12.92% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 296,591 | 20,712 | 0.03% | — | 11 | +296,591 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | New | 275,591 | 19,325 | 0.0% | — | 12 | +275,591 | New | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 259,009 | 18,162 | 0.02% | 0.03% | 13 | -79,533 | -23.49% | Q2 2026 | Jul 28, 2026 |
| Veracity Capital LLC | History | Added to | 243,029 | 17,042 | 4.6% | 4.88% | 14 | +4,532 | 1.9% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 235,305 | 16,500 | 0.01% | 0.01% | 15 | -17,540 | -6.94% | Q2 2026 | Aug 12, 2026 |
| Hudson Capital Management LLC | History | Reduced | 193,743 | 13,586 | 3.28% | 2.91% | 16 | -2,971 | -1.51% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 182,101 | 12,770 | 0.01% | 0.01% | 17 | +2,725 | 1.52% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 178,518 | 12,518 | 0.02% | 0.02% | 18 | -15,671 | -8.07% | Q2 2026 | Jul 29, 2026 |
| PSI Advisors, LLC | History | Added to | 152,856 | 10,718 | 2.49% | 2.07% | 19 | +2,295 | 1.52% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | New | 150,760 | 10,571 | 0.68% | — | 20 | +150,760 | New | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 147,039 | 10,312 | 0.01% | 0.01% | 21 | +24,771 | 20.26% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 142,694 | 10,006 | 2.42% | 2.16% | 22 | +2,966 | 2.12% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Reduced | 134,933 | 9,451 | 0.04% | 0.04% | 23 | -8,394 | -5.86% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 130,331 | 9,139 | 0.01% | 0.01% | 24 | +424 | 0.33% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 97,136 | 6,811 | 0.1% | 0.11% | 25 | -4,918 | -4.82% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 97,789 | 6,784 | 0.0% | 0.0% | 26 | -1,685 | -1.69% | Q2 2026 | Aug 12, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Reduced | 86,361 | 6,055 | 2.87% | 2.47% | 27 | -84,111 | -49.34% | Q2 2026 | Aug 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 75,022 | 5,260 | 1.43% | 0.88% | 28 | +26,689 | 55.22% | Q2 2026 | Jul 24, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 73,598 | 5,160 | 1.58% | 1.41% | 29 | -686 | -0.92% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,456 | 5,010 | 0.02% | 0.01% | 30 | +3,881 | 5.74% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 67,791 | 4,753 | 0.05% | 0.05% | 31 | -254 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 66,133 | 4,638 | 0.17% | 0.16% | 32 | -351 | -0.53% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 65,847 | 4,617 | 0.0% | — | 33 | +65,847 | New | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 62,934 | 4,412 | 0.29% | 0.28% | 34 | -2,159 | -3.32% | Q2 2026 | Aug 12, 2026 |
| Legacy CG, LLC | History | New | 59,520 | 4,173 | 1.07% | — | 35 | +59,520 | New | Q2 2026 | Jul 22, 2026 |
| 360 Financial, Inc. | History | Reduced | 51,185 | 3,589 | 0.91% | 0.91% | 36 | -1,686 | -3.19% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 50,281 | 3,525 | 0.05% | — | 37 | +50,281 | New | Q2 2026 | Aug 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | New | 48,043 | 3,368 | 1.73% | — | 38 | +48,043 | New | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,623 | 3,339 | 0.01% | 0.01% | 39 | +12,439 | 35.35% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,041 | 3,228 | 0.01% | 0.01% | 40 | +9,336 | 25.44% | Q2 2026 | Jul 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 44,046 | 3,079 | 1.32% | 0.46% | 41 | +31,530 | 251.92% | Q2 2026 | Jul 23, 2026 |
| Walleye Partners, LLC | History | Added to | 42,336 | 2,968 | 3.38% | 1.43% | 42 | +21,969 | 107.87% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,538 | 2,773 | 0.11% | — | 43 | +39,538 | New | Q2 2026 | Aug 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 38,530 | 2,701 | 1.55% | 1.54% | 44 | +869 | 2.31% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 38,052 | 2,668 | 0.13% | 0.12% | 45 | +2,796 | 7.93% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,690 | 2,572 | 0.0% | 0.0% | 46 | -7,172 | -16.35% | Q2 2026 | Sep 02, 2026 |
| Integrity Financial Corp /WA | History | Added to | 36,031 | 2,526 | 1.21% | 0.94% | 47 | +3,186 | 9.7% | Q2 2026 | Jul 31, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 33,237 | 2,330 | 0.57% | 0.45% | 48 | +5,208 | 18.58% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 28,724 | 2,014 | 0.12% | 0.12% | 49 | +770 | 2.75% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,178 | 1,905 | 0.0% | 0.0% | 50 | +4,870 | 21.83% | Q2 2026 | Aug 07, 2026 |
| Round Rock Advisors LLC | History | Added to | 26,946 | 1,889 | 0.24% | 0.19% | 51 | +5,454 | 25.38% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 23,575 | 1,653 | 0.05% | 0.03% | 52 | +5,709 | 31.95% | Q2 2026 | Jul 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 22,900 | 1,605 | 0.13% | 0.1% | 53 | +2,315 | 11.25% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | Reduced | 21,508 | 1,508 | 0.04% | 0.04% | 54 | -1,011 | -4.49% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,098 | 1,479 | 0.01% | 0.01% | 55 | +1,115 | 5.58% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20,632 | 1,431 | 0.05% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,072 | 1,408 | 0.0% | 0.0% | 57 | +3,375 | 20.21% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 20,034 | 1,404 | 0.16% | 0.17% | 58 | -4,035 | -16.76% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 19,797 | 1,388 | 0.04% | 0.03% | 59 | +2,802 | 16.49% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,856 | 1,182 | 0.05% | 0.05% | 60 | +501 | 3.06% | Q2 2026 | Jul 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 14,346 | 1,006 | 0.12% | — | 61 | +14,346 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,005 | 982 | 0.0% | — | 62 | +14,005 | New | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 12,601 | 883 | 0.09% | 0.08% | 63 | -218 | -1.7% | Q2 2026 | Jul 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 11,757 | 824 | 0.05% | 0.05% | 64 | +6 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 8,831 | 619 | 0.16% | 0.16% | 65 | -447 | -4.82% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 8,715 | 611 | 0.41% | 0.51% | 66 | -1,767 | -16.86% | Q2 2026 | Jul 24, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,087 | 567 | 0.06% | 0.04% | 67 | +1,141 | 16.43% | Q2 2026 | Jul 09, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 7,933 | 556 | 0.5% | 0.32% | 69 | +2,499 | 45.99% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,938 | 556 | 0.0% | 0.0% | 68 | +1,305 | 19.67% | Q2 2026 | Jul 17, 2026 |
| SFG Wealth Management, LLC. | History | New | 7,893 | 553 | 0.2% | — | 70 | +7,893 | New | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,454 | 522 | 0.01% | — | 71 | +7,454 | New | Q2 2026 | Aug 14, 2026 |
| GREENWOOD GEARHART LLC | History | New | 7,281 | 510 | 0.02% | — | 72 | +7,281 | New | Q2 2026 | Jul 24, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,878 | 482 | 0.27% | 0.2% | 73 | +1,455 | 26.83% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | New | 6,791 | 476 | 0.01% | — | 74 | +6,791 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,698 | 469 | 0.0% | 0.0% | 75 | +300 | 4.69% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,051 | 424 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,412 | 379 | 0.01% | 0.08% | 77 | -74,327 | -93.21% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | New | 5,397 | 378 | 0.0% | — | 78 | +5,397 | New | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | New | 4,614 | 323 | 0.19% | — | 79 | +4,614 | New | Q2 2026 | Jul 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | New | 4,549 | 308 | 0.1% | — | 80 | +4,549 | New | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,189 | 293 | 0.02% | 0.02% | 81 | -210 | -4.77% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,913 | 274 | 0.01% | — | 82 | +3,913 | New | Q2 2026 | Jul 27, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 3,219 | 225 | 0.05% | — | 83 | +3,219 | New | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,124 | 219 | 0.0% | 0.0% | 84 | +1 | 0.03% | Q2 2026 | Aug 05, 2026 |
| FreeGulliver LLC | History | New | 3,121 | 218 | 0.08% | — | 85 | +3,121 | New | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 3,105 | 217 | 0.06% | — | 86 | +3,105 | New | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | New | 2,465 | 172 | 0.0% | — | 87 | +2,465 | New | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,880 | 131 | 0.0% | 0.0% | 88 | -60 | -3.09% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 1,939 | 111 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 1,462 | 102 | 0.0% | 0.0% | 90 | +227 | 18.38% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Added to | 787 | 55 | 0.0% | 0.0% | 91 | +283 | 56.15% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 612 | 42 | 0.01% | — | 93 | +612 | New | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 612 | 42 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 484 | 33 | 0.01% | — | 94 | +484 | New | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 328 | 23 | 0.0% | 0.0% | 95 | +55 | 20.15% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 313 | 21 | 0.0% | 0.0% | 96 | +229 | 272.62% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 302 | 21 | 0.0% | 0.0% | 97 | +89 | 41.78% | Q2 2026 | Jul 06, 2026 |
| ASSETMARK, INC | History | No change | 254 | 17 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | New | 188 | 13 | 0.0% | — | 99 | +188 | New | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 73 | 5 | 0.0% | 0.0% | 102 | -51 | -41.13% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 81 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,783 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -31,511 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,732 | -100.0% | Q2 2026 | Jul 27, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,234 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,677 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |