Principal Quality ETFPSETETF
13F holders, Q2 2026 (June 30)22holders +4
3new positions
0sold out
1famous investor
$75.79avg. 13F price*
At the end of Q2 2026, 22 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, up 4 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Principal Securities, Inc. ($9.1M), Envestnet Asset Management Inc. ($6.8M) and Golden State Wealth Management, LLC ($1.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $997K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 13,392 shares bought and 59,183 shares sold, net −45,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Principal Securities, Inc. | 0.11% | Reduce -4.2% | 120,430 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 89,763 | $6.8M |
| Golden State Wealth Management, LLC | 0.17% | Reduce -4.3% | 24,549 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.8% | 21,054 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -73.7% | 14,584 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.6% | 8,807 | $668K |
| Susquehanna International Group, LLP | 0.00% | New | 8,290 | $628K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.0% | 7,099 | $538K |
| Cetera Investment Advisers | 0.00% | No change | 6,131 | $465K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.0% | 5,858 | $444K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 5,708 | $433K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,334 | $401K |
| Citadel Advisors | 0.00% | New | 4,808 | $364K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.4% | 3,813 | $289K |
| Morgan Stanley | 0.00% | Reduce -18.1% | 2,273 | $172K |
| Assetmark, Inc. | 0.00% | No change | 1,413 | $107K |
| Global Retirement Partners, LLC | 0.00% | — | 502 | $38K |
| JPMorgan Chase & Co. | 0.00% | Add +87.8% | 383 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.1% | 299 | $23K |
| UBS Group AG | 0.00% | Reduce -33.3% | 228 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 59 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.