Principal Quality ETFPSETETF
13F holders, Q3 2025 (September 30)20holders +2
2new positions
0sold out
$76.08avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Principal Securities, Inc. ($28.0M), Envestnet Asset Management Inc. ($25.5M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $613K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 8,062 shares bought and 41,014 shares sold, net −32,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Principal Securities, Inc. | 0.46% | Reduce -5.8% | 367,369 | $28.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 334,596 | $25.5M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 62,095 | $4.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 37,855 | $2.9M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -4.4% | 28,111 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 7,477 | $569K |
| Raymond James Financial Inc. | 0.00% | Reduce -14.5% | 7,448 | $567K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -2.1% | 6,324 | $481K |
| Cetera Investment Advisers | 0.00% | No change | 6,166 | $469K |
| Prospera Financial Services Inc | 0.01% | No change | 5,705 | $434K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 4,790 | $365K |
| Principal Financial Group Inc. | 0.00% | Reduce -1.3% | 4,334 | $330K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.4% | 4,076 | $309K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $291K |
| Two Sigma Investments, LP | 0.00% | Reduce -64.9% | 3,300 | $251K |
| Morgan Stanley | 0.00% | Reduce -9.5% | 2,873 | $219K |
| Assetmark, Inc. | 0.00% | No change | 1,150 | $88K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.4% | 600 | $46K |
| UBS Group AG | 0.00% | New | 581 | $44K |
| Farther Finance Advisors, LLC | 0.00% | No change | 299 | $23K |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.