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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

18 managers (19 13F filers) reported a position in PSET shares at 2025-06-30, 921,931 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
19
New
3
Added
8
Reduced
5
Sold out
1
Shares held by filers
921,931

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding394,547$29M+113,036Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC341,140$25.1M0.01%+41,51513F-HRTimelineGroup
LPL Financial LLC63,813$4.7M<0.01%+2,24513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,370$2.82M0.01%+1,17813F-HR/ATimelineGroup
Golden State Wealth Management, LLC29,409$2.16M0.26%-74513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,400$692K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,708$641K<0.01%+1,02313F-HRTimelineGroup
Capital Investment Advisory Services, L…6,462$476K0.04%-6213F-HRTimeline
Cetera Investment Advisers6,166$454K<0.01%-203,25813F-HRTimeline
Prospera Financial Services Inc5,705$420K0.01%+20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,786$352K<0.01%-11013F-HRTimeline
Smartleaf Asset Management LLC4,134$302K0.03%-34513F-HRTimeline
Koshinski Asset Management, Inc.3,830$282K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,174$234K<0.01%+89013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,150$84.6K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC838$61.7K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC299$22K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.