Principal Quality ETFPSETETF
13F holders, Q2 2025 (June 30)18holders +3
3new positions
1sold out
$73.60avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($28.7M), Envestnet Asset Management Inc. ($25.1M) and LPL Financial LLC ($4.7M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $798K |
| Exits | 1 | $206K |
All 13F filers, Q1 2025 → Q2 2025: 170,936 shares bought and 207,644 shares sold, net −36,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Principal Securities, Inc. | 0.54% | Add +40.6% | 390,157 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.9% | 341,140 | $25.1M |
| LPL Financial LLC | 0.00% | Add +3.6% | 63,813 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 38,370 | $2.8M |
| Golden State Wealth Management, LLC | 0.26% | Reduce -2.5% | 29,409 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 9,400 | $692K |
| Raymond James Financial Inc. | 0.00% | Add +13.3% | 8,708 | $641K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.9% | 6,462 | $476K |
| Cetera Investment Advisers | 0.00% | Reduce -97.1% | 6,166 | $454K |
| Prospera Financial Services Inc | 0.01% | Add +3.6% | 5,705 | $420K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 4,786 | $352K |
| Principal Financial Group Inc. | 0.00% | Add +10.4% | 4,390 | $323K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -7.7% | 4,134 | $302K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $282K |
| Morgan Stanley | 0.00% | Add +39.0% | 3,174 | $234K |
| Assetmark, Inc. | 0.00% | New | 1,150 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 838 | $62K |
| Farther Finance Advisors, LLC | 0.00% | New | 299 | $22K |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.