Institutional Ownership Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 918,757 shares, which have been reported (via 13F filing form) to have a value of $68.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
390,157
shares
|
$29.1 Million
0.54% of portfolio
|
Q2 2025
Added 40.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
341,140
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
63,813
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
37,854
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
29,409
shares
|
$2.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,685
shares
|
$573,915
0.0% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,462
shares
|
$482,582
0.04% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,166
shares
|
$460,476
0.0% of portfolio
|
Q2 2025
Reduced 97.06%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,705
shares
|
$426,049
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$387,290
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,786
shares
|
$357,418
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,479
shares
|
$334,491
0.03% of portfolio
|
Q1 2025
Added 69.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
4,390
shares
|
$327,845
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,830
shares
|
$286,024
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,124
shares
|
$233,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,284
shares
|
$170,569
0.0% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,150
shares
|
$85,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
838
shares
|
$62,581
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
299
shares
|
$22,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|