Who Owns PRIN US SMCP ETF (PSC)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $2.25B of PRIN US SMCP ETF (PSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($904.7M), ENVESTNET ASSET MANAGEMENT INC ($184.9M), PRINCIPAL SECURITIES, INC. ($172.3M), AMERIPRISE FINANCIAL INC ($166.6M), RAYMOND JAMES FINANCIAL INC ($134.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRINCIPAL FINANCIAL GROUP INC$904.7M12.9MAdded
2ENVESTNET ASSET MANAGEMENT INC$184.9M2.6MTrimmed
3PRINCIPAL SECURITIES, INC.$172.3M2.5MTrimmed
4AMERIPRISE FINANCIAL INC$166.6M2.4MAdded
5RAYMOND JAMES FINANCIAL INC$134.1M1.9MAdded
6MORGAN STANLEY$129.5M1.8MAdded
7WELLS FARGO & COMPANY/MN$97.1M1.4MAdded
8LPL Financial LLC$84.3M1.2MAdded
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$33.1M483,654Added
10Royal Bank of Canada$24.8M354,175Trimmed
11CIBC Bancorp USA Inc.$20.7M296,591New
12Bank of New York Mellon Corp$19.3M275,591New
13TRUIST FINANCIAL CORP$18.2M259,009Trimmed
14Veracity Capital LLC$17.0M243,029Added
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16.5M235,305Trimmed
16Hudson Capital Management LLC$13.6M193,743Trimmed
17STIFEL FINANCIAL CORP$12.8M182,101Added
18COMMONWEALTH EQUITY SERVICES, LLC$12.5M178,518Trimmed
19PSI Advisors, LLC$10.7M152,856Added
20First Heartland Consultants, Inc.$10.6M150,760New
21OSAIC HOLDINGS, INC.$10.3M147,039Added
22RFG - Bristol Wealth Advisors, LLC$10.0M142,694Added
23&PARTNERS$9.5M134,933Trimmed
24Rockefeller Capital Management L.P.$9.1M130,331Added
25SAGESPRING WEALTH PARTNERS, LLC$6.8M97,136Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30