Principal Quality ETFPSETETF
13F holders, Q1 2026 (March 31)18holders −3
1new positions
4sold out
$69.55avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, down 3 from Q4 2025. 1 opened new positions and 4 sold out. The largest holders were Principal Securities, Inc. ($8.7M), Envestnet Asset Management Inc. ($6.7M) and LPL Financial LLC ($3.9M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 4 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 12,960 shares bought and 25,859 shares sold, net −12,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Principal Securities, Inc. | 0.13% | Add +2.9% | 125,745 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 96,925 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 55,344 | $3.9M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -7.9% | 25,657 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.5% | 23,615 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.04% | Add +7.2% | 8,753 | $609K |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 8,071 | $562K |
| Principal Financial Group Inc. | 0.00% | Add +21.2% | 6,231 | $434K |
| Cetera Investment Advisers | 0.00% | No change | 6,131 | $427K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 5,706 | $397K |
| Smartleaf Asset Management LLC | 0.01% | Add +4.7% | 5,334 | $362K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $266K |
| Morgan Stanley | 0.00% | Reduce -3.5% | 2,774 | $193K |
| Assetmark, Inc. | 0.00% | Reduce -3.1% | 1,413 | $98K |
| Farther Finance Advisors, LLC | 0.00% | No change | 599 | $42K |
| UBS Group AG | 0.00% | Add +10.3% | 342 | $24K |
| JPMorgan Chase & Co. | 0.00% | New | 204 | $14K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $47 |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.