Institutional Ownership Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 967,510 shares, which have been reported (via 13F filing form) to have a value of $63.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
299,625
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
277,535
shares
|
$18.2 Million
0.44% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
209,424
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,568
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,169
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
30,154
shares
|
$1.98 Million
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,483
shares
|
$557,587
0.0% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,524
shares
|
$428,822
0.04% of portfolio
|
Q1 2025
Added 306.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,158
shares
|
$404,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,205
shares
|
$342,124
0.01% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$340,875
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,896
shares
|
$321,814
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
3,976
shares
|
$261,342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,830
shares
|
$251,745
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,124
shares
|
$205,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,640
shares
|
$173,527
0.02% of portfolio
|
Q4 2024
Added 90.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,942
shares
|
$127,647
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$55,016
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
234
shares
|
$15,380
0.0% of portfolio
|
Q4 2024
Added 283.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|