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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

21 managers (22 13F filers) reported a position in PSET shares at 2026-06-30, 331,386 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
21
13F filers
22
New
3
Added
3
Reduced
11
Sold out
0
Shares held by filers
331,386

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding126,288$9.57M-5,688Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,763$6.8M<0.01%-7,16213F-HRTimelineGroup
Golden State Wealth Management, LLC24,549$1.86M0.17%-1,10813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,054$1.6M<0.01%-2,56113F-HRTimelineGroup
LPL Financial LLC14,584$1.11M<0.01%-40,76013F-HRTimeline
Capital Investment Advisory Services, L…8,807$668K0.04%+5413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,290$628K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,099$538K<0.01%-97213F-HRTimelineGroup
Cetera Investment Advisers6,131$465K<0.01%013F-HRTimeline
Prospera Financial Services Inc5,708$433K0.01%+213F-HRTimeline
Smartleaf Asset Management LLC5,334$401K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,808$364K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.3,813$289K0.02%-1713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,273$172K<0.01%-50113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,413$107K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC502$38K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO383$28.8K<0.01%+17913F-HRTimelineGroup
Farther Finance Advisors, LLC299$22.7K<0.01%-30013F-HRTimeline
UBS Group AGin group UBS Group AG228$17.3K<0.01%-11413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59$4.47K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$66<0.01%013F-HRTimelineGroup