Principal Quality ETFPSETETF
13F holders, Q4 2025 (December 31)21holders +1
3new positions
1sold out
$76.31avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($9.3M), Envestnet Asset Management Inc. ($6.9M) and LPL Financial LLC ($4.3M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $277K |
| Exits | 1 | $569K |
All 13F filers, Q3 2025 → Q4 2025: 14,103 shares bought and 513,007 shares sold, net −498,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Principal Securities, Inc. | 0.14% | Reduce -66.7% | 122,263 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.0% | 90,517 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 55,906 | $4.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.5% | 29,342 | $2.2M |
| Golden State Wealth Management, LLC | 0.22% | Reduce -0.9% | 27,850 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +187.9% | 9,500 | $725K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +29.1% | 8,163 | $623K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 7,158 | $546K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 6,131 | $468K |
| Prospera Financial Services Inc | 0.01% | No change | 5,705 | $435K |
| Principal Financial Group Inc. | 0.00% | Add +18.6% | 5,141 | $392K |
| Smartleaf Asset Management LLC | 0.01% | Add +25.0% | 5,095 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.3% | 4,103 | $313K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $292K |
| Morgan Stanley | 0.00% | Add +0.1% | 2,876 | $219K |
| Abacus Wealth Partners, LLC | 0.02% | New | 2,774 | $212K |
| Assetmark, Inc. | 0.00% | Add +26.9% | 1,459 | $111K |
| Kestra Advisory Services, LLC | 0.00% | New | 852 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +100.3% | 599 | $46K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.5% | 501 | $38K |
| UBS Group AG | 0.00% | Reduce -46.6% | 310 | $24K |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.