Principal Quality ETFPSETETF
13F holders, Q1 2024 (March 31)14holders
$67.82avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Principal Quality ETF (PSET) in their 13F filings. The largest holders were Principal Securities, Inc. ($15.0M), Envestnet Asset Management Inc. ($14.2M) and Cetera Investment Advisers ($12.7M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12.7M |
| Exits | 2 | $669K |
Ownership 14 holders
| Principal Securities, Inc. | 0.47% | Add +8.0% | 220,736 | $15.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.6% | 209,541 | $14.2M |
| Cetera Investment Advisers | 0.03% | New | 186,920 | $12.7M |
| LPL Financial LLC | 0.00% | Add +273.6% | 47,422 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.3% | 36,693 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.4% | 5,385 | $365K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 4,987 | $338K |
| Raymond James & Associates | 0.00% | Add +7.0% | 4,583 | $311K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -45.0% | 3,830 | $260K |
| Morgan Stanley | 0.00% | Add +319.5% | 2,907 | $197K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.7% | 1,181 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Add +41.4% | 557 | $38K |
| Spire Wealth Management | 0.00% | New | 261 | $18K |
| Wells Fargo & Company | 0.00% | No change | 1 | $67 |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.