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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

17 managers (18 13F filers) reported a position in PSET shares at 2026-03-31, 376,675 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
18
New
1
Added
9
Reduced
5
Sold out
4
Shares held by filers
376,675

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding131,976$9.18M+4,572Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,925$6.74M<0.01%+6,40813F-HRTimelineGroup
LPL Financial LLC55,344$3.85M<0.01%-56213F-HRTimeline
Golden State Wealth Management, LLC25,657$1.79M0.2%-2,19313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,615$1.64M<0.01%-5,72713F-HRTimelineGroup
Capital Investment Advisory Services, L…8,753$609K0.04%+59013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,071$562K<0.01%+91313F-HRTimelineGroup
Cetera Investment Advisers6,131$427K<0.01%013F-HRTimeline
Prospera Financial Services Inc5,706$397K0.01%+113F-HRTimeline
Smartleaf Asset Management LLC5,334$362K0.01%+23913F-HRTimeline
Koshinski Asset Management, Inc.3,830$266K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,774$193K<0.01%-10213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,413$98.3K<0.01%-4613F-HRTimelineGroup
Farther Finance Advisors, LLC599$41.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG342$23.8K<0.01%+3213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO204$13.8K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$47<0.01%+113F-HR/ATimelineGroup