Who Owns Principal Quality ETF (PSET)?Hedge Fund & Institutional Holders

$70.49-0.48 (-0.68%)Financial ServicesNASDAQ

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$9.000600040002126e+41T

% of Float Held

—

QoQ Change in Holders

+10 / -1

Price History

$58.64$63.47$68.30$73.13$77.95Sep 24Jun 25Mar 26

PSET — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+91K+$6.0M
Golden State Wealth Management, LLCNew Position+28K+$2.1M
Capital Investment Advisory Services, LLCNew Position+8K+$622K
PRINCIPAL FINANCIAL GROUP INCNew Position+5K+$391K
Abacus Wealth Partners, LLCNew Position+3K+$211K
Global Retirement Partners, LLCNew Position+501+$0
Kestra Advisory Services, LLCNew Position+852+$0
Smartleaf Asset Management LLCNew Position+5K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+4K+$0
WELLS FARGO & COMPANY/MNNew Position+0+$0
Farther Finance Advisors, LLCIncreased+300+$-22.7M
ASSETMARK, INCIncreased+309+$-87.4M
MORGAN STANLEYIncreased+3+$-218.7M
TWO SIGMA INVESTMENTS, LPIncreased+6K+$-251.2M

PSET — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PRINCIPAL SECURITIES, INC.Decreased-245K-$28.0B
LPL Financial LLCDecreased-6K-$4.7B
OSAIC HOLDINGS, INC.Decreased-9K-$2.9B
GOLDMAN SACHS GROUP INCClosed Position-7K-$569.1M
RAYMOND JAMES FINANCIAL INCDecreased-290-$566.9M
Cetera Investment AdvisersDecreased-35-$469.3M
UBS Group AGDecreased-271-$44.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL SECURITIES, INC.122,263$9.0M0.14%Share
2ENVESTNET ASSET MANAGEMENT INC90,517$6.0M0.00%Share
3LPL Financial LLC55,906$4.0M0.00%Share
4Golden State Wealth Management, LLC27,850$2.1M0.22%Share
5OSAIC HOLDINGS, INC.29,342$2.0M0.00%Share
6Capital Investment Advisory Services, LLC8,163$622K0.04%Share
7PRINCIPAL FINANCIAL GROUP INC5,063$386K0.00%Share
8Koshinski Asset Management, Inc.3,830$292K0.02%Share
9Abacus Wealth Partners, LLC2,774$211K0.02%Share
10ASSETMARK, INC1,459$111K0.00%Share
11Farther Finance Advisors, LLC599$45K0.00%Share
12UBS Group AG310$23K0.00%Share
13PRINCIPAL FINANCIAL GROUP INC78$5K0.00%Share
14Smartleaf Asset Management LLC5,095$00.00%Share
15Kestra Advisory Services, LLC852$00.00%Share
16TWO SIGMA INVESTMENTS, LP9,500$00.00%Share
17Global Retirement Partners, LLC501$00.00%Share
18MORGAN STANLEY2,873$00.00%Share
19MORGAN STANLEY3$00.00%Share
20Prospera Financial Services Inc5,705$00.00%Share
21COMMONWEALTH EQUITY SERVICES, LLC4,103$00.00%Share
22Cetera Investment Advisers6,131$00.00%Share
23RAYMOND JAMES FINANCIAL INC7,158$00.00%Share
24WELLS FARGO & COMPANY/MN0$00.00%Share

PSET Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$24.8M+9
Q3 202513$38.5B-4
Q2 202517$64.4B+2
Q1 202515$66.4B-3
Q4 202418$22.5T+2
Q3 202416$42.1T-3
Q2 202419$39.2T+6
Q1 202413$33.1T—

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As of Q4 2025, 24 institutional investors hold PSET (Principal Quality ETF). The largest holder is PRINCIPAL SECURITIES, INC. with $9.0M in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PSET?

As of Q4 2025, 24 institutional investors report holding PSET (Principal Quality ETF) in their 13F filings.

Who is the largest institutional holder of PSET?

The largest institutional holder of PSET is PRINCIPAL SECURITIES, INC. with $9.0M in shares.

Is institutional ownership of PSET increasing or decreasing?

This quarter, 10 institutions opened new positions in PSET and 1 closed their positions.