Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRINCIPAL EXCHANGE TRADED FD (PSC)

77 + Investors. Track Smart Money conviction in PSC. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
10Q ▲
Buyers last Q
83%

Smart Money Signals — PSC

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added PSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
77 hedge funds hold PSC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +108% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+108% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 83% buying

62 buying13 selling
Last quarter: 62 funds were net buyers (20 opened a brand new position + 42 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new PSC position: 10 → 17 → 14 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 44% new

30% conviction (2yr+) 26% medium 44% new
Of the 77 current holders: 23 (30%) held >2 years, 20 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

14 → 10 → 17 → 14 → 20 new funds/Q
New funds entering each quarter: 10 → 17 → 14 → 20. A growing number of institutions are discovering PSC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

31% veterans 10% 1-2yr 58% new
Of 77 current holders: 45 (58%) entered in the past year, only 24 (31%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
12 of 77 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PSC

How many hedge funds hold PSC — quarterly history vs. share price
Quarterly hedge fund ownership of PSC vs. share price

Market Analysis: PSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: PSC
2026 Q1 Stats Unlock in 20 days 77 + Investors

Track Smart Money conviction in PSC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 61 26.23%
13F Shares 26M 18M 44.02%
Total Value $1.51B $1.03B 46.1%
New Positions 20 14 +6
Increased Positions 42 33 +9
Closed Positions 4 6 -2
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

77 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSC. Verified SEC 13F-HR filings.

Top 25 institutional holders of PSC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veracity Capital LLC 4.88% 238,497 $13.7M
2 Hudson Capital Management LLC 2.91% 196,714 $11.3M
3 Northwest Wealth Advisors, LLC 1.54% 37,661 $2.2M
4 Walleye Partners, LLC 1.43% 20,367 $1.2M
5 Stonebridge Financial Group, LLC / MO 0.51% 10,482 $601K
6 WealthCare Investment Partners, LLC 0.45% 28,029 $1.6M
7 Gilliland Jeter Wealth Management LLC 0.16% 9,278 $532K
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.12% 35,256 $2.0M
9 KPP Advisory Services LLC 0.09% 11,234 $644K
10 SHEETS SMITH WEALTH MANAGEMENT 0.08% 12,819 $735K
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% 433,869 $25.1M
12 Cornerstone Wealth Management, LLC 0.05% 16,355 $938K
13 SeaCrest Wealth Management, LLC 0.04% 6,946 $398K
14 PRIVATE TRUST CO NA 0.03% 6,051 $347K
15 TRUIST FINANCIAL CORP 0.03% 338,542 $19.4M
16 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 194,189 $11.1M
17 Kestra Advisory Services, LLC 0.01% 67,575 $3.9M
18 Private Advisor Group, LLC 0.01% 36,705 $2.1M
19 Farther Finance Advisors, LLC 0.00% 6,633 $383K
20 Cambridge Investment Research Advisors, Inc. 0.00% 20,732 $1K
21 Janney Montgomery Scott LLC 0.00% 16,697
22 Pinnacle Bancorp, Inc. 0.00% 124 $7K
23 CoreCap Advisors, LLC 0.00% 213 $12K
24 CVA Family Office, LLC 0.00% 41 $2K
25 Investment Research & Advisory Group, Inc. 0.00% 3
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRINCIPAL EXCHANGE TRADED FD (PSC)

What does the Smart Money Trend signal show for PSC?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added PSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PSC?

More buyers than sellers — 83% buying: Last quarter: 62 funds were net buyers (20 opened a brand new position + 42 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PSC holders?

Elite ownership — 74% AUM from top-100 funds: 12 of 77 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PSC?

Mixed — 30% long-term, 44% new: Of the 77 current holders: 23 (30%) held >2 years, 20 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.