Who Owns PSET?
Principal Quality ETF — Institutional Ownership & 13F Holdings
$74.28
-0.74 (-0.98%)
Market Cap
$50.7M
Shares Outstanding
695,947
Institutional Holders
15
Total Inst. Value
$42.9M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
4
Increased
11
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $19.9M | 277,535 |
| 2 | Cetera Investment Advisers | $13.8M | 209,424 |
| 3 | Golden State Wealth Management, LLC | $4.0M | 60,308 |
| 4 | OSAIC HOLDINGS, INC. | $2.5M | 37,192 |
| 5 | RAYMOND JAMES FINANCIAL INC | $507K | 7,685 |
| 6 | Capital Investment Advisory Services, LLC | $431K | 6,524 |
| 7 | Prospera Financial Services Inc | $363K | 5,505 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $323K | 4,896 |
| 9 | Smartleaf Asset Management LLC | $294K | 4,479 |
| 10 | PRINCIPAL FINANCIAL GROUP INCNew | $262K | 3,976 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | +200 | $19.9M |
| Cetera Investment Advisers | +7K | $13.8M |
| Golden State Wealth Management, LLC | +30K | $4.0M |
| OSAIC HOLDINGS, INC. | +1K | $2.5M |
| RAYMOND JAMES FINANCIAL INC | +2K | $507K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Related Stocks
Frequently Asked Questions
How many institutional investors hold PSET?
As of Q1 2025, 15 institutional investors report holding PSET (Principal Quality ETF) in their 13F filings.
Which hedge fund owns the most PSET?
The largest institutional holder of PSET is PRINCIPAL SECURITIES, INC. with $19.9M in shares.
Are institutions buying or selling PSET?
This quarter, 1 institutions opened new positions in PSET and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.