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Principal Quality ETF (PSET) Institutional Ownership

$76.21 +0.52 (+0.69%)
As of 07/24/2026 10:22 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Principal Quality ETF (NASDAQ:PSET)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$3.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$36.14M
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PSET Institutional Buying and Selling by Quarter

Principal Quality ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026Principal Financial Group Inc.6,231$434K0.0%+21.2%1.416%
2/17/2026Osaic Holdings Inc.29,342$2.24M0.0%-22.5%6.379%
2/13/2026Kestra Advisory Services LLC852$65K0.0%N/A0.185%
2/13/2026Smartleaf Asset Management LLC5,095$392K0.0%+25.0%1.108%
2/13/2026 Golden State Wealth Management LLC27,850$2.13M0.2%-0.9%6.054%
2/12/2026Commonwealth Equity Services LLC4,103$313K0.0%-14.3%0.892%
2/12/2026Principal Securities Inc.122,263$9.33M0.1%-66.7%26.579%
2/11/2026LPL Financial LLC55,906$4.27M0.0%-10.0%12.153%
2/5/2026 Abacus Wealth Partners LLC2,774$212K0.0%N/A0.603%
1/23/2026 Farther Finance Advisors LLC599$46K0.0%+100.3%0.130%
1/23/2026Assetmark Inc.1,459$111K0.0%+26.9%0.317%
1/21/2026 Capital Investment Advisory Services LLC8,163$623K0.0%+29.1%1.775%
11/14/2025Raymond James Financial Inc.7,448$567K0.0%-14.5%1.064%
11/14/2025Two Sigma Investments LP3,300$251K0.0%-64.9%0.471%
11/5/2025 Capital Investment Advisory Services LLC6,324$481K0.0%-2.1%0.903%
11/5/2025Envestnet Asset Management Inc.334,596$25.47M0.0%-1.9%47.799%
11/3/2025 Golden State Wealth Management LLC28,111$2.14M0.2%-4.4%4.016%
10/21/2025Global Retirement Partners LLC600$46K0.0%-28.4%0.086%
9/4/2025Osaic Holdings Inc.38,370$2.82M0.0%+3.2%5.185%
8/15/2025Smartleaf Asset Management LLC4,134$302K0.0%-7.7%0.559%
8/14/2025Raymond James Financial Inc.8,708$641K0.0%+13.3%1.177%
8/8/2025Cetera Investment Advisers6,166$454K0.0%-97.1%0.833%
8/6/2025 Prospera Financial Services Inc5,705$420K0.0%+3.6%0.771%
8/6/2025 Golden State Wealth Management LLC29,409$2.17M0.3%-2.5%3.974%
8/4/2025Assetmark Inc.1,150$85K0.0%N/A0.155%
8/1/2025Envestnet Asset Management Inc.341,140$25.11M0.0%+13.9%46.100%
5/14/2025Smartleaf Asset Management LLC4,479$294K0.0%+69.7%0.640%
5/7/2025LPL Financial LLC61,568$4.06M0.0%+11.1%8.795%
5/6/2025Cetera Investment Advisers209,424$13.82M0.0%+3.5%29.918%
4/30/2025Principal Securities Inc.277,535$19.86M0.4%+0.1%39.648%
4/29/2025Envestnet Asset Management Inc.299,625$19.78M0.0%+23.3%42.804%
4/29/2025Capital Investment Advisory Services LLC6,524$431K0.0%+307.0%0.932%
4/28/2025Principal Financial Group Inc.3,976$262K0.0%N/A0.568%
4/24/2025Golden State Wealth Management LLC30,154$1.99M0.3%+1.0%4.308%
4/23/2025Golden State Wealth Management LLC60,308$3.98M0.3%+102.1%8.615%
2/17/2025Cetera Investment Advisers202,390$14.49M0.0%+6.1%24.682%
2/13/2025Raymond James Financial Inc.6,158$441K0.0%N/A0.751%
2/13/2025Envestnet Asset Management Inc.242,988$17.39M0.0%+1.3%29.633%
2/11/2025LPL Financial LLC55,404$3.97M0.0%+3.1%6.757%
2/6/2025Raymond James Financial Inc.6,158$441K0.0%N/A0.751%
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2/5/2025Smartleaf Asset Management LLC2,640$190K0.0%+90.3%0.322%
1/30/2025Principal Securities Inc.277,335$19.85M0.4%+1.9%33.821%
1/28/2025Golden State Wealth Management LLC29,843$2.14M0.3%N/A3.639%
1/23/2025Capital Investment Advisory Services LLC1,603$115K0.0%+211.9%0.195%
10/28/2024Principal Securities Inc.272,169$19.37M0.5%+3.7%34.021%
8/22/2024Cetera Investment Advisers190,042$12.97M0.0%+1.7%24.364%
8/8/2024Envestnet Asset Management Inc.232,913$15.90M0.0%+11.2%29.861%
7/31/2024Commonwealth Equity Services LLC5,909$403K0.0%+18.5%0.758%
5/24/2024Cetera Advisors LLC185,590$12.59M0.1%-0.1%24.420%
5/24/2024Cetera Investment Advisers186,920$12.68M0.0%N/A24.595%
5/9/2024Koshinski Asset Management Inc.3,830$260K0.0%-45.0%0.504%
2/7/2024Principal Securities Inc.204,378$12.52M0.5%N/A30.056%
1/29/2024Koshinski Asset Management Inc.6,960$426K0.1%+76.4%1.024%
1/16/2024Raymond James & Associates4,283$262K0.0%N/A0.630%
11/13/2023Envestnet Asset Management Inc.253,994$13.86M0.0%+16.3%42.332%
10/23/2023Commonwealth Equity Services LLC5,392$294K0.0%+29.8%0.899%
10/11/2023Dynamic Advisor Solutions LLC4,828$263K0.0%-30.0%0.805%
8/10/2023Cetera Advisors LLC84,162$4.75M0.1%+3.8%12.948%
8/4/2023Envestnet Asset Management Inc.218,373$12.32M0.0%+33.5%33.596%
8/3/2023Dynamic Advisor Solutions LLC6,899$389K0.0%+9.6%1.061%
7/28/2023Koshinski Asset Management Inc.4,070$230K0.0%-14.7%0.626%
7/20/2023Global Retirement Partners LLC1,193$67K0.0%-56.2%0.184%
5/11/2023Envestnet Asset Management Inc.163,601$8.60M0.0%+29.5%27.267%
5/9/2023Principal Financial Group Inc.43,556$2.29M0.0%N/A7.259%
2/7/2023LPL Financial LLC8,811$439K0.0%-6.7%1.602%
2/7/2023Envestnet Asset Management Inc.126,339$6.30M0.0%+30.9%22.971%
11/10/2022Envestnet Asset Management Inc.96,526$4.32M0.0%+23.3%13.789%
11/4/2022Legacy CG LLC99,695$4.46M2.9%+22.3%14.242%
10/20/2022Dynamic Advisor Solutions LLC4,872$218K0.0%-6.4%0.696%
8/13/2022Flow Traders U.S. LLC5,317$254K0.0%-18.4%0.626%
8/11/2022Cetera Advisors LLC91,732$4.38M0.1%+1.4%10.792%
8/10/2022Legacy CG LLC81,516$3.89M2.7%+21.3%9.590%
8/3/2022Envestnet Asset Management Inc.78,254$3.74M0.0%+45.1%9.206%
5/12/2022Cetera Advisors LLC90,477$5.03M0.1%+1.6%6.032%
5/4/2022Advisor Group Holdings Inc.9,781$544K0.0%N/A0.631%
5/4/2022Thoroughbred Financial Services LLC5,704$317K0.1%N/A0.368%
5/4/2022Envestnet Asset Management Inc.53,940$3.00M0.0%+49.4%3.480%


PSET Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Principal Quality ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($25.47M), Principal Securities Inc. ($9.33M), LPL Financial LLC ($4.27M), Osaic Holdings Inc. ($2.24M), Golden State Wealth Management LLC ($2.13M), Capital Investment Advisory Services LLC ($623K), and Raymond James Financial Inc. ($567K).Learn more on Principal Quality ETF's institutional investors.

Of the 16 institutional investors that purchased Principal Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($124.56K), Golden State Wealth Management LLC ($60.62K), Cetera Investment Advisers ($21.72K), Principal Securities Inc. ($14.99K), Raymond James Financial Inc. ($13.34K), LPL Financial LLC ($7.85K), and Capital Investment Advisory Services LLC ($7.85K).

Institutional investors have bought a total of 53,249 shares in the last 24 months. This purchase volume represents approximately $3.93M in transactions.

Of the 12 institutional investors that sold Principal Quality ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Securities Inc. ($245.11K), Cetera Investment Advisers ($203.26K), Osaic Holdings Inc. ($8.51K), Envestnet Asset Management Inc. ($6.54K), LPL Financial LLC ($6.19K), Two Sigma Investments LP ($6.10K), and Golden State Wealth Management LLC ($2.30K).

Institutional investors have sold a total of 480,682 shares in the last 24 months. This volume of shares sold represents approximately $36.14M in transactions.


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This page (NASDAQ:PSET) was last updated on 7/25/2026 by MarketBeat.com Staff.
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