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 19 institutions that hold shares in the stock, with a total of 888,267 shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
277,335
shares
|
$19.8 Million
0.45% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
242,988
shares
|
$17.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
202,390
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
55,404
shares
|
$3.95 Million
0.0% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,169
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29,843
shares
|
$2.13 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,483
shares
|
$604,837
0.0% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,158
shares
|
$439,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,205
shares
|
$371,116
0.01% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$369,761
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,896
shares
|
$349,084
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,830
shares
|
$273,079
0.0% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,124
shares
|
$222,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,640
shares
|
$188,232
0.02% of portfolio
|
Q4 2024
Added 90.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,942
shares
|
$138,464
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,603
shares
|
$114,293
0.01% of portfolio
|
Q4 2024
Added 211.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$59,678
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
234
shares
|
$16,684
0.0% of portfolio
|
Q4 2024
Added 283.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|