Principal Quality ETFPSETETF
13F holders, Q1 2025 (March 31)15holders −2
1new positions
2sold out
$67.62avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($19.9M), Envestnet Asset Management Inc. ($19.8M) and Cetera Investment Advisers ($13.8M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $262K |
| Exits | 2 | $624K |
All 13F filers, Q4 2024 → Q1 2025: 83,251 shares bought and 9,379 shares sold, net +73,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Principal Securities, Inc. | 0.44% | Add +0.1% | 277,535 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.3% | 299,625 | $19.8M |
| Cetera Investment Advisers | 0.03% | Add +3.5% | 209,424 | $13.8M |
| LPL Financial LLC | 0.00% | Add +11.1% | 61,568 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.8% | 37,192 | $2.5M |
| Golden State Wealth Management, LLC | 0.30% | Add +1.0% | 30,154 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +24.8% | 7,685 | $507K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +307.0% | 6,524 | $431K |
| Prospera Financial Services Inc | 0.01% | Add +5.8% | 5,505 | $363K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 4,896 | $323K |
| Smartleaf Asset Management LLC | 0.03% | Add +69.7% | 4,479 | $294K |
| Principal Financial Group Inc. | 0.00% | New | 3,976 | $262K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $253K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,124 | $206K |
| Morgan Stanley | 0.00% | Add +17.6% | 2,284 | $151K |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.