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 873,763 shares, which have been reported (via 13F filing form) to have a value of $64.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
277,335
shares
|
$20.2 Million
0.45% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
239,951
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
190,829
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,718
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,169
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29,843
shares
|
$2.18 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,920
shares
|
$795,958
0.0% of portfolio
|
Q3 2024
Reduced 28.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,158
shares
|
$448,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$378,007
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,892
shares
|
$356,577
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,675
shares
|
$340,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,830
shares
|
$279,168
0.0% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,124
shares
|
$227,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,640
shares
|
$192,429
0.02% of portfolio
|
Q4 2024
Added 90.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$145,123
0.0% of portfolio
|
Q2 2024
Reduced 31.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,603
shares
|
$116,842
0.01% of portfolio
|
Q4 2024
Added 211.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$61,008
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61
shares
|
$4,446
0.0% of portfolio
|
Q3 2024
Reduced 82.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$72
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|