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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

19 managers (20 13F filers) reported a position in PSET shares at 2025-09-30, 888,979 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
19
13F filers
20
New
2
Added
1
Reduced
12
Sold out
0
Shares held by filers
888,979

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding371,703$28.3M-22,844Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC334,596$25.5M0.01%-6,54413F-HRTimelineGroup
LPL Financial LLC62,095$4.73M<0.01%-1,71813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,855$2.86M<0.01%-51513F-HRTimelineGroup
Golden State Wealth Management, LLC28,111$2.14M0.24%-1,29813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,477$569K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,448$567K<0.01%-1,26013F-HRTimelineGroup
Capital Investment Advisory Services, L…6,324$481K0.04%-13813F-HRTimeline
Cetera Investment Advisers6,166$469K<0.01%013F-HRTimeline
Prospera Financial Services Inc5,705$434K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,790$365K<0.01%+413F-HRTimeline
Smartleaf Asset Management LLC4,076$309K0.02%-5813F-HRTimeline
Koshinski Asset Management, Inc.3,830$291K0.02%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,300$251K<0.01%-6,10013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,873$219K<0.01%-30113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,150$87.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC600$45.6K<0.01%-23813F-HRTimeline
UBS Group AGin group UBS Group AG581$44.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC299$22.8K<0.01%013F-HRTimeline