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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 2025-12-31, 390,075 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
22
New
3
Added
7
Reduced
10
Sold out
1
Shares held by filers
390,075

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding127,404$9.72M-244,299Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,517$6.91M<0.01%-244,07913F-HRTimelineGroup
LPL Financial LLC55,906$4.27M<0.01%-6,18913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,342$2.24M<0.01%-8,51313F-HRTimelineGroup
Golden State Wealth Management, LLC27,850$2.13M0.22%-26113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,500$725K<0.01%+6,20013F-HRTimelineGroup
Capital Investment Advisory Services, L…8,163$623K0.04%+1,83913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,158$546K<0.01%-29013F-HRTimelineGroup
Cetera Investment Advisers6,131$468K<0.01%-3513F-HRTimeline
Prospera Financial Services Inc5,705$435K0.01%013F-HRTimeline
Smartleaf Asset Management LLC5,095$392K0.01%+1,01913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,103$313K<0.01%-68713F-HRTimeline
Koshinski Asset Management, Inc.3,830$292K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,876$219K<0.01%+313F-HR/ATimelineGroup
Abacus Wealth Partners, LLC2,774$212K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,459$111K<0.01%+30913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC852$65K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC599$45.7K<0.01%+30013F-HRTimeline
Global Retirement Partners, LLC501$38.2K<0.01%-9913F-HRTimeline
UBS Group AGin group UBS Group AG310$23.7K<0.01%-27113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.