Principal U.S. Small-Cap Multi-Factor ETF(PSC)

$69.77—

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Principal U.S. Small-Cap Multi-Factor ETF(PSC)

NASDAQ

$69.77—

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PSC(PSC)

PSC

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 123 Institutional Holders

Holder	Shares	Date	Change	% Held
PRINCIPAL FINANCIAL GROUP INC	12.91M	Jun 30, 26	+361.01K	73.60%
ENVESTNET ASSET MANAGEMENT INC	2.64M	Jun 30, 26	-97.61K	15.03%
PRINCIPAL SECURITIES, INC.	2.46M	Jun 30, 26	-78.91K	14.01%
AMERIPRISE FINANCIAL INC	2.38M	Jun 30, 26	+164.28K	13.55%
RAYMOND JAMES FINANCIAL INC	1.91M	Jun 30, 26	+510.48K	10.90%
MORGAN STANLEY	1.85M	Jun 30, 26	+155.57K	10.53%
WELLS FARGO & COMPANY/MN	1.38M	Jun 30, 26	+33.43K	7.89%
LPL Financial LLC	1.20M	Jun 30, 26	+126.23K	6.86%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	483.65K	Jun 30, 26	+49.78K	2.76%
ROYAL BANK OF CANADA	354.18K	Jun 30, 26	-52.57K	2.02%
CIBC Bancorp USA Inc.	296.59K	Jun 30, 26	+296.59K	1.69%
Bank of New York Mellon Corp	275.59K	Jun 30, 26	+275.59K	1.57%
TRUIST FINANCIAL CORP	259.01K	Jun 30, 26	-79.53K	1.48%
Veracity Capital LLC	243.03K	Jun 30, 26	+4.53K	1.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	235.31K	Jun 30, 26	-17.54K	1.34%
Hudson Capital Management LLC	193.74K	Jun 30, 26	-2.97K	1.10%
STIFEL FINANCIAL CORP	182.10K	Jun 30, 26	+2.73K	1.04%
COMMONWEALTH EQUITY SERVICES, LLC	178.52K	Jun 30, 26	-15.67K	1.02%
PSI Advisors, LLC	152.86K	Jun 30, 26	+2.29K	0.87%
First Heartland Consultants, Inc.	150.76K	Jun 30, 26	+150.76K	0.86%
ADVISOR GROUP HOLDINGS, INC.	147.04K	Jun 30, 26	+24.77K	0.84%
RFG - Bristol Wealth Advisors, LLC	142.69K	Jun 30, 26	+2.97K	0.81%
WILEY BROS.-AINTREE CAPITAL, LLC	134.93K	Jun 30, 26	-8.39K	0.77%
Rockefeller Capital Management L.P.	130.33K	Jun 30, 26	+424	0.74%
JPMORGAN CHASE & CO	97.79K	Jun 30, 26	-1.69K	0.56%
SAGESPRING WEALTH PARTNERS, LLC	97.14K	Jun 30, 26	-4.92K	0.55%
Henderson Brothers Financial Partners, LLC	86.36K	Jun 30, 26	-84.11K	0.49%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	75.02K	Jun 30, 26	+26.69K	0.43%
Wealth Advisors of Tampa Bay, LLC	73.60K	Jun 30, 26	-686	0.42%
Kestra Advisory Services, LLC	71.46K	Jun 30, 26	+3.88K	0.41%
Advisory Services Network, LLC	67.79K	Jun 30, 26	-254	0.39%
Greenwich Wealth Management LLC	66.13K	Jun 30, 26	-351	0.38%
BANK OF AMERICA CORP /DE/	65.85K	Jun 30, 26	+65.85K	0.38%
Arete Wealth Advisors, LLC	62.93K	Jun 30, 26	-2.16K	0.36%
Legacy CG, LLC	59.52K	Jun 30, 26	+59.52K	0.34%
360 Financial, Inc.	51.19K	Jun 30, 26	-1.69K	0.29%
Global Retirement Partners, LLC	50.28K	Jun 30, 26	+50.28K	0.29%
DEFINED WEALTH MANAGEMENT, LLC	48.04K	Jun 30, 26	+48.04K	0.27%
NewEdge Advisors, LLC	47.62K	Jun 30, 26	+12.44K	0.27%
Private Advisor Group, LLC	46.04K	Jun 30, 26	+9.34K	0.26%
Turning Point Benefit Group, Inc.	44.05K	Jun 30, 26	+31.53K	0.25%
Walleye Partners, LLC	42.34K	Jun 30, 26	+21.97K	0.24%
FLOW TRADERS U.S. LLC	39.54K	Jun 30, 26	+39.54K	0.23%
Northwest Wealth Advisors, LLC	38.53K	Jun 30, 26	+869	0.22%
CREATIVE FINANCIAL DESIGNS INC /ADV	38.05K	Jun 30, 26	+2.80K	0.22%
CITADEL ADVISORS LLC	36.69K	Jun 30, 26	-7.17K	0.21%
Integrity Financial Corp /WA	36.03K	Jun 30, 26	+3.19K	0.21%
WealthCare Investment Partners, LLC	33.24K	Jun 30, 26	+5.21K	0.19%
Capital Investment Advisory Services, LLC	28.72K	Jun 30, 26	+770	0.16%
MML INVESTORS SERVICES, LLC	27.18K	Jun 30, 26	+4.87K	0.15%
Round Rock Advisors, LLC	26.95K	Jun 30, 26	+5.45K	0.15%
Cambridge Investment Research Advisors, Inc.	23.72K	Jun 30, 26	+2.98K	0.14%
Venture Visionary Partners LLC	23.57K	Jun 30, 26	+5.71K	0.13%
Spartan Wealth Advisory Services LLC	22.90K	Jun 30, 26	+2.31K	0.13%
Sigma Planning Corp	21.51K	Jun 30, 26	-1.01K	0.12%
Steward Partners Investment Advisory, LLC	21.10K	Jun 30, 26	+1.11K	0.12%
Smartleaf Asset Management LLC	20.63K	Jun 30, 26	--	0.12%
Janney Montgomery Scott LLC	20.07K	Jun 30, 26	+3.38K	0.11%
Brookwood Investment Group LLC	20.03K	Jun 30, 26	-4.04K	0.11%
Ameritas Investment Partners, Inc.	19.80K	Jun 30, 26	+2.80K	0.11%
Cornerstone Wealth Management, LLC	16.86K	Jun 30, 26	+501	0.10%
LaSalle St. Investment Advisors, LLC	14.35K	Jun 30, 26	+14.35K	0.08%
JANE STREET GROUP, LLC	14.01K	Jun 30, 26	+14.01K	0.08%
SHEETS SMITH WEALTH MANAGEMENT	12.60K	Jun 30, 26	-218	0.07%
COZAD ASSET MANAGEMENT INC	11.76K	Jun 30, 26	+6	0.07%
Gilliland Jeter Wealth Management LLC	8.83K	Jun 30, 26	-447	0.05%
Stonebridge Financial Group, LLC / MO	8.71K	Jun 30, 26	-1.77K	0.05%
SeaCrest Wealth Management, LLC	8.09K	Jun 30, 26	+1.14K	0.05%
Farther Finance Advisors, LLC	7.94K	Jun 30, 26	+1.30K	0.05%
truNorth Financial Services, Inc.	7.93K	Jun 30, 26	+2.50K	0.05%
SFG Wealth Management, LLC.	7.89K	Jun 30, 26	+7.89K	0.04%
Ameritas Advisory Services, LLC	7.45K	Jun 30, 26	+7.45K	0.04%
GREENWOOD GEARHART INC	7.28K	Jun 30, 26	+7.28K	0.04%
Redwood Financial Network Corp	6.88K	Jun 30, 26	+1.46K	0.04%
GTS SECURITIES LLC	6.79K	Jun 30, 26	+6.79K	0.04%
D. E. Shaw & Co., Inc.	6.70K	Jun 30, 26	+300	0.04%
PRIVATE TRUST CO NA	6.05K	Jun 30, 26	--	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	5.41K	Jun 30, 26	-74.33K	0.03%
XTX Topco Ltd	5.40K	Jun 30, 26	+5.40K	0.03%
Welch Financial Planning, LLC	4.61K	Jun 30, 26	+4.61K	0.03%
Carlton Hofferkamp & Jenks Wealth Management, LLC	4.55K	Jun 30, 26	+4.55K	0.03%
Perennial Investment Advisors, LLC	4.19K	Jun 30, 26	-210	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	3.91K	Jun 30, 26	+3.91K	0.02%
MARATHON CAPITAL MANAGEMENT	3.22K	Jun 30, 26	+3.22K	0.02%
FIFTH THIRD BANCORP	3.12K	Jun 30, 26	+1	0.02%
FreeGulliver LLC	3.12K	Jun 30, 26	+3.12K	0.02%
AVAII WEALTH MANAGEMENT, LLC	3.10K	Jun 30, 26	+3.10K	0.02%
Allworth Financial LP	2.46K	Jun 30, 26	+2.46K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.88K	Jun 30, 26	-60	0.01%
Capital Analysts, LLC	1.46K	Jun 30, 26	+227	0.01%
US BANCORP \DE\	787	Jun 30, 26	+283	0.00%
Cape Investment Advisory, Inc.	612	Jun 30, 26	+612	0.00%
HARBOUR INVESTMENTS, INC.	612	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	484	Jun 30, 26	+484	0.00%
FMR LLC	328	Jun 30, 26	+55	0.00%
JONES FINANCIAL COMPANIES LLLP	313	Jun 30, 26	+229	0.00%
CoreCap Advisors, LLC	302	Jun 30, 26	+89	0.00%
ASSETMARK, INC	254	Jun 30, 26	--	0.00%
CITIGROUP INC	188	Jun 30, 26	+188	0.00%
Larson Financial Group LLC	100	Jun 30, 26	--	0.00%
UBS Group AG	81	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	73	Jun 30, 26	-51	0.00%
Integrated Wealth Concepts LLC	50	Jun 30, 26	+50	0.00%
EverSource Wealth Advisors, LLC	47	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	42	Jun 30, 26	--	0.00%
Investment Research & Advisory Group, Inc.	3	Jun 30, 26	--	0.00%
KPP Advisory Services LLC	--	Jun 30, 26	-11.23K	--
Parallel Advisors, LLC	--	Jun 30, 26	-225	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-164	--
MCGUIRE CAPITAL ADVISORS INC	--	Jun 30, 26	-8	--
Western Wealth Management, LLC	--	Jun 30, 26	-12	--
GTS FINANCIAL, LLC	--	Jun 30, 26	-31.51K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-31.78K	--
VANGUARD ADVISERS INC	--	Jun 30, 26	-48	--
CVA Family Office, LLC	--	Jun 30, 26	-41	--
AE Wealth Management LLC	--	Jun 30, 26	-13	--
Mariner, LLC	--	Jun 30, 26	-4.68K	--
CWM, LLC	1.94K	Mar 31, 26	+64	0.01%
COMERICA BANK	7.25K	Dec 31, 25	--	0.04%
First Horizon Advisors, Inc.	1.36K	Jun 30, 25	+390	0.01%
RAYMOND JAMES & ASSOCIATES	13.52K	Sep 30, 24	+878	0.08%
Advisor Group, Inc.	17.25K	Dec 31, 19	+2.03K	0.10%
EDGE ASSET MANAGEMENT, INC	8.80M	Mar 31, 17	--	50.17%

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Holder

Date

Change

% Held

PRINCIPAL FINANCIAL GROUP INC

12.91M

Jun 30, 26

+361.01K

73.60%

ENVESTNET ASSET MANAGEMENT INC

2.64M

Jun 30, 26

-97.61K

15.03%

PRINCIPAL SECURITIES, INC.

2.46M

Jun 30, 26

-78.91K

14.01%

AMERIPRISE FINANCIAL INC

2.38M

Jun 30, 26

+164.28K

13.55%

RAYMOND JAMES FINANCIAL INC

1.91M

Jun 30, 26

+510.48K

10.90%

MORGAN STANLEY

1.85M

Jun 30, 26

+155.57K

10.53%

WELLS FARGO & COMPANY/MN

1.38M

Jun 30, 26

+33.43K

7.89%

LPL Financial LLC

1.20M

Jun 30, 26

+126.23K

6.86%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

483.65K

Jun 30, 26

+49.78K

2.76%

ROYAL BANK OF CANADA

354.18K

Jun 30, 26

-52.57K

2.02%

CIBC Bancorp USA Inc.

296.59K

Jun 30, 26

+296.59K

1.69%

Bank of New York Mellon Corp

275.59K

Jun 30, 26

+275.59K

1.57%

TRUIST FINANCIAL CORP

259.01K

Jun 30, 26

-79.53K

1.48%

Veracity Capital LLC

243.03K

Jun 30, 26

+4.53K

1.39%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

235.31K

Jun 30, 26

-17.54K

1.34%

Hudson Capital Management LLC

193.74K

Jun 30, 26

-2.97K

1.10%

STIFEL FINANCIAL CORP

182.10K

Jun 30, 26

+2.73K

1.04%

COMMONWEALTH EQUITY SERVICES, LLC

178.52K

Jun 30, 26

-15.67K

1.02%

PSI Advisors, LLC

152.86K

Jun 30, 26

+2.29K

0.87%

First Heartland Consultants, Inc.

150.76K

Jun 30, 26

+150.76K

0.86%

ADVISOR GROUP HOLDINGS, INC.

147.04K

Jun 30, 26

+24.77K

0.84%

RFG - Bristol Wealth Advisors, LLC

142.69K

Jun 30, 26

+2.97K

0.81%

WILEY BROS.-AINTREE CAPITAL, LLC

134.93K

Jun 30, 26

-8.39K

0.77%

Rockefeller Capital Management L.P.

130.33K

Jun 30, 26

+424

0.74%

JPMORGAN CHASE & CO

97.79K

Jun 30, 26

-1.69K

0.56%

SAGESPRING WEALTH PARTNERS, LLC

97.14K

Jun 30, 26

-4.92K

0.55%

Henderson Brothers Financial Partners, LLC

86.36K

Jun 30, 26

-84.11K

0.49%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

75.02K

Jun 30, 26

+26.69K

0.43%

Wealth Advisors of Tampa Bay, LLC

73.60K

Jun 30, 26

-686

0.42%

Kestra Advisory Services, LLC

71.46K

Jun 30, 26

+3.88K

0.41%

Advisory Services Network, LLC

67.79K

Jun 30, 26

-254

0.39%

Greenwich Wealth Management LLC

66.13K

Jun 30, 26

-351

0.38%

BANK OF AMERICA CORP /DE/

65.85K

Jun 30, 26

+65.85K

0.38%

Arete Wealth Advisors, LLC

62.93K

Jun 30, 26

-2.16K

0.36%

Legacy CG, LLC

59.52K

Jun 30, 26

+59.52K

0.34%

360 Financial, Inc.

51.19K

Jun 30, 26

-1.69K

0.29%

Global Retirement Partners, LLC

50.28K

Jun 30, 26

+50.28K

0.29%

DEFINED WEALTH MANAGEMENT, LLC

48.04K

Jun 30, 26

+48.04K

0.27%

NewEdge Advisors, LLC

47.62K

Jun 30, 26

+12.44K

0.27%

Private Advisor Group, LLC

46.04K

Jun 30, 26

+9.34K

0.26%

Turning Point Benefit Group, Inc.

44.05K

Jun 30, 26

+31.53K

0.25%

Walleye Partners, LLC

42.34K

Jun 30, 26

+21.97K

0.24%

FLOW TRADERS U.S. LLC

39.54K

Jun 30, 26

+39.54K

0.23%

Northwest Wealth Advisors, LLC

38.53K

Jun 30, 26

+869

0.22%

CREATIVE FINANCIAL DESIGNS INC /ADV

38.05K

Jun 30, 26

+2.80K

0.22%

CITADEL ADVISORS LLC

36.69K

Jun 30, 26

-7.17K

0.21%

Integrity Financial Corp /WA

36.03K

Jun 30, 26

+3.19K

0.21%

WealthCare Investment Partners, LLC

33.24K

Jun 30, 26

+5.21K

0.19%

Capital Investment Advisory Services, LLC

28.72K

Jun 30, 26

+770

0.16%

MML INVESTORS SERVICES, LLC

27.18K

Jun 30, 26

+4.87K

0.15%

Round Rock Advisors, LLC

26.95K

Jun 30, 26

+5.45K

0.15%

Cambridge Investment Research Advisors, Inc.

23.72K

Jun 30, 26

+2.98K

0.14%

Venture Visionary Partners LLC

23.57K

Jun 30, 26

+5.71K

0.13%

Spartan Wealth Advisory Services LLC

22.90K

Jun 30, 26

+2.31K

0.13%

Sigma Planning Corp

21.51K

Jun 30, 26

-1.01K

0.12%

Steward Partners Investment Advisory, LLC

21.10K

Jun 30, 26

+1.11K

0.12%

Smartleaf Asset Management LLC

20.63K

Jun 30, 26

0.12%

Janney Montgomery Scott LLC

20.07K

Jun 30, 26

+3.38K

0.11%

Brookwood Investment Group LLC

20.03K

Jun 30, 26

-4.04K

0.11%

Ameritas Investment Partners, Inc.

19.80K

Jun 30, 26

+2.80K

0.11%

Cornerstone Wealth Management, LLC

16.86K

Jun 30, 26

+501

0.10%

LaSalle St. Investment Advisors, LLC

14.35K

Jun 30, 26

+14.35K

0.08%

JANE STREET GROUP, LLC

14.01K

Jun 30, 26

+14.01K

0.08%

SHEETS SMITH WEALTH MANAGEMENT

12.60K

Jun 30, 26

-218

0.07%

COZAD ASSET MANAGEMENT INC

11.76K

Jun 30, 26

0.07%

Gilliland Jeter Wealth Management LLC

8.83K

Jun 30, 26

-447

0.05%

Stonebridge Financial Group, LLC / MO

8.71K

Jun 30, 26

-1.77K

0.05%

SeaCrest Wealth Management, LLC

8.09K

Jun 30, 26

+1.14K

0.05%

Farther Finance Advisors, LLC

7.94K

Jun 30, 26

+1.30K

0.05%

truNorth Financial Services, Inc.

7.93K

Jun 30, 26

+2.50K

0.05%

SFG Wealth Management, LLC.

7.89K

Jun 30, 26

+7.89K

0.04%

Ameritas Advisory Services, LLC

7.45K

Jun 30, 26

+7.45K

0.04%

GREENWOOD GEARHART INC

7.28K

Jun 30, 26

+7.28K

0.04%

Redwood Financial Network Corp

6.88K

Jun 30, 26

+1.46K

0.04%

GTS SECURITIES LLC

6.79K

Jun 30, 26

+6.79K

0.04%

D. E. Shaw & Co., Inc.

6.70K

Jun 30, 26

+300

0.04%

PRIVATE TRUST CO NA

6.05K

Jun 30, 26

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

5.41K

Jun 30, 26

-74.33K

0.03%

XTX Topco Ltd

5.40K

Jun 30, 26

+5.40K

0.03%

Welch Financial Planning, LLC

4.61K

Jun 30, 26

+4.61K

0.03%

Carlton Hofferkamp & Jenks Wealth Management, LLC

4.55K

Jun 30, 26

+4.55K

0.03%

Perennial Investment Advisors, LLC

4.19K

Jun 30, 26

-210

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

3.91K

Jun 30, 26

+3.91K

0.02%

MARATHON CAPITAL MANAGEMENT

3.22K

Jun 30, 26

+3.22K

0.02%

FIFTH THIRD BANCORP

3.12K

Jun 30, 26

0.02%

FreeGulliver LLC

3.12K

Jun 30, 26

+3.12K

0.02%

AVAII WEALTH MANAGEMENT, LLC

3.10K

Jun 30, 26

+3.10K

0.02%

Allworth Financial LP

2.46K

Jun 30, 26

+2.46K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.88K

Jun 30, 26

-60

0.01%

Capital Analysts, LLC

1.46K

Jun 30, 26

+227

0.01%

US BANCORP \DE\

787

Jun 30, 26

+283

0.00%

Cape Investment Advisory, Inc.

612

Jun 30, 26

+612

0.00%

HARBOUR INVESTMENTS, INC.

612

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

484

Jun 30, 26

+484

0.00%

FMR LLC

328

Jun 30, 26

+55

0.00%

JONES FINANCIAL COMPANIES LLLP

313

Jun 30, 26

+229

0.00%

CoreCap Advisors, LLC

302

Jun 30, 26

+89

0.00%

ASSETMARK, INC

254

Jun 30, 26

0.00%

CITIGROUP INC

188

Jun 30, 26

+188

0.00%

Larson Financial Group LLC

100

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

-51

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+50

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

Jun 30, 26

0.00%

KPP Advisory Services LLC

Jun 30, 26

-11.23K

Parallel Advisors, LLC

Jun 30, 26

-225

HUNTINGTON NATIONAL BANK

Jun 30, 26

-164

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

-8

Western Wealth Management, LLC

Jun 30, 26

-12

GTS FINANCIAL, LLC

Jun 30, 26

-31.51K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-31.78K

VANGUARD ADVISERS INC

Jun 30, 26

-48

CVA Family Office, LLC

Jun 30, 26

-41

AE Wealth Management LLC

Jun 30, 26

-13

Mariner, LLC

Jun 30, 26

-4.68K

CWM, LLC

1.94K

Mar 31, 26

+64

0.01%

COMERICA BANK

7.25K

Dec 31, 25

0.04%

First Horizon Advisors, Inc.

1.36K

Jun 30, 25

+390

0.01%

RAYMOND JAMES & ASSOCIATES

13.52K

Sep 30, 24

+878

0.08%

Advisor Group, Inc.

17.25K

Dec 31, 19

+2.03K

0.10%

EDGE ASSET MANAGEMENT, INC

8.80M

Mar 31, 17

50.17%