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 22 institutions that hold shares in the stock, with a total of 894,165 shares, which have been reported (via 13F filing form) to have a value of $67.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
367,369
shares
|
$27.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
334,596
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
62,095
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
37,855
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
28,111
shares
|
$2.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,477
shares
|
$563,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,448
shares
|
$560,983
0.0% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
6,324
shares
|
$476,323
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,166
shares
|
$464,423
0.0% of portfolio
|
Q2 2025
Reduced 97.06%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
5,705
shares
|
$429,700
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$390,609
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,790
shares
|
$360,782
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
4,334
shares
|
$326,436
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,076
shares
|
$307,004
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,830
shares
|
$288,475
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,300
shares
|
$248,555
0.0% of portfolio
|
Q3 2025
Reduced 64.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,873
shares
|
$216,394
0.0% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,150
shares
|
$86,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
600
shares
|
$45,191
0.0% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
581
shares
|
$43,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
299
shares
|
$22,520
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
|
|