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Principal Quality ETF (PSET) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$14.64M
Number of
Institutional Sellers
(last 12 months)
0
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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
5/14/2025Smartleaf 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%
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%
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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%
5/4/2022Legacy CG LLC67,229$3.74M2.4%+2.4%4.337%
5/4/2022Envestnet Asset Management Inc.53,940$3.00M0.0%+49.4%3.480%
4/20/2022Koshinski Asset Management Inc.4,770$265K0.0%+17.2%0.298%
4/11/2022Dynamic Advisor Solutions LLC5,205$289K0.0%+6.9%0.325%
2/4/2022Envestnet Asset Management Inc.36,098$2.19M0.0%+71.4%2.490%
1/26/2022Dynamic Advisor Solutions LLC4,870$295K0.0%N/A0.263%
1/14/2022Koshinski Asset Management Inc.4,070$247K0.0%N/A0.239%
11/16/2021Cetera Advisors LLC88,438$4.77M0.1%+2.0%5.054%
11/15/2021Flow Traders U.S. LLC25,912$1.40M0.1%+124.8%1.524%
8/24/2021Flow Traders U.S. LLC11,527$613K0.0%N/A0.854%
8/16/2021Goldman Sachs Group Inc.71,191$3.79M0.0%N/A5.273%
8/4/2021Envestnet Asset Management Inc.4,998$266K0.0%N/A0.294%
5/18/2021Citadel Advisors LLC18,284$897K0.0%+165.8%2.151%
(Data available from 1/1/2016 forward)

PSET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSET shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Principal Quality ETF. The most heavily invested institutionals were Principal Securities Inc. ($19.86M), Envestnet Asset Management Inc. ($19.78M), Cetera Investment Advisers ($13.82M), Cetera Advisors LLC ($12.59M), LPL Financial LLC ($4.06M), Golden State Wealth Management LLC ($1.99M), and Raymond James Financial Inc. ($441K).Learn more on Principal Quality ETF's institutional investors.

Which institutional investors have been buying Principal Quality ETF's stock?

Of the 14 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: Principal Securities Inc. ($219.36K), Cetera Investment Advisers ($208.64K), Envestnet Asset Management Inc. ($173.44K), Golden State Wealth Management LLC ($60.62K), Raymond James Financial Inc. ($12.32K), LPL Financial LLC ($7.85K), and Capital Investment Advisory Services LLC ($6.01K).

How much institutional buying is happening at Principal Quality ETF?

Institutional investors have bought a total of 214,534 shares in the last 24 months. This purchase volume represents approximately $14.64M in transactions.


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This page (NASDAQ:PSET) was last updated on 7/3/2025 by MarketBeat.com Staff
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