13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PSC

PRINCIPAL EXCHANGE TRADED FD

94 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y607·94 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.8%
vs prior quarter
13F value held
$1.6B
74.0% inst. owned
of float
Holders
94
-2 QoQ
filers reporting
Activity
+11 / −120
+963 added · −830 reduced
this quarter
Concentration
44.18%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported PSC in Q1 2026. PRINCIPAL FINANCIAL GROUP INC leads at 44.2% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$719M12.5M0.38%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$157M2.7M0.04%Q1 202603
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$145M2.5M2.13%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$127M2.2M0.03%Q1 202605
MORGAN STANLEY
CIK 0000895421
$97M1.7M0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$80M1.4M0.02%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$77M1.4M0.01%Q1 202608
LPL Financial LLC
CIK 0001403438
$62M1.1M0.02%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$25M434K0.05%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$23M407K0.00%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$19M339K0.03%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$14M253K0.01%Q1 202613
Veracity Capital LLC
CIK 0001811005
$14M238K4.88%Q1 202614
Hudson Capital Management LLC
CIK 0001727342
$11M197K2.91%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M194K0.02%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$10M179K0.01%Q1 202617
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$10M170K2.47%Q1 202618
PSI Advisors, LLC
CIK 0001779040
$9M151K2.07%Q1 202619
&PARTNERS
CIK 0000107136
$8M143K0.04%Q1 202620
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$8M140K2.16%Q1 2026
Page 1 of 5
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