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 18 institutions that hold shares in the stock, with a total of 963,824 shares, which have been reported (via 13F filing form) to have a value of $68.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
299,625
shares
|
$21.2 Million
0.01% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
277,535
shares
|
$19.6 Million
0.44% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
209,424
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,568
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,192
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
30,154
shares
|
$2.13 Million
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,685
shares
|
$542,868
0.0% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,524
shares
|
$460,855
0.04% of portfolio
|
Q1 2025
Added 306.99%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,505
shares
|
$388,873
0.01% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$366,339
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,896
shares
|
$345,853
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,479
shares
|
$316,396
0.03% of portfolio
|
Q1 2025
Added 69.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
3,976
shares
|
$280,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,830
shares
|
$270,551
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,124
shares
|
$220,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,284
shares
|
$161,341
0.0% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$59,125
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|