Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Principal Quality ETF (PSET) Institutional Ownership

$75.18 +0.87 (+1.17%)
Closing price 03:55 PM Eastern
Extended Trading
$75.20 +0.02 (+0.03%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Principal Quality ETF (NASDAQ:PSET)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$16.14M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$15.01M
Get PSET Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Quality ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PSET Institutional Buying and Selling by Quarter

Principal Quality ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers6,166$454K0.0%-97.1%0.833%
8/6/2025 Prospera Financial Services Inc5,705$420K0.0%+3.6%0.771%
8/6/2025 Golden State Wealth Management LLC29,409$2.17M0.3%-2.5%3.974%
8/4/2025 Assetmark Inc.1,150$85K0.0%N/A0.155%
8/1/2025 Envestnet Asset Management Inc.341,140$25.11M0.0%+13.9%46.100%
5/14/2025Smartleaf Asset Management LLC4,479$294K0.0%+69.7%0.640%
5/7/2025LPL Financial LLC61,568$4.06M0.0%+11.1%8.795%
5/6/2025 Cetera Investment Advisers209,424$13.82M0.0%+3.5%29.918%
4/30/2025 Principal Securities Inc.277,535$19.86M0.4%+0.1%39.648%
4/29/2025 Envestnet Asset Management Inc.299,625$19.78M0.0%+23.3%42.804%
4/29/2025 Capital Investment Advisory Services LLC6,524$431K0.0%+307.0%0.932%
4/28/2025 Principal Financial Group Inc.3,976$262K0.0%N/A0.568%
4/24/2025 Golden State Wealth Management LLC30,154$1.99M0.3%+1.0%4.308%
4/23/2025 Golden State Wealth Management LLC60,308$3.98M0.3%+102.1%8.615%
2/17/2025 Cetera Investment Advisers202,390$14.49M0.0%+6.1%24.682%
2/13/2025Raymond James Financial Inc.6,158$441K0.0%N/A0.751%
2/13/2025 Envestnet Asset Management Inc.242,988$17.39M0.0%+1.3%29.633%
2/11/2025LPL Financial LLC55,404$3.97M0.0%+3.1%6.757%
2/6/2025Raymond James Financial Inc.6,158$441K0.0%N/A0.751%
2/5/2025Smartleaf Asset Management LLC2,640$190K0.0%+90.3%0.322%
1/30/2025 Principal Securities Inc.277,335$19.85M0.4%+1.9%33.821%
1/28/2025 Golden State Wealth Management LLC29,843$2.14M0.3%N/A3.639%
1/23/2025 Capital Investment Advisory Services LLC1,603$115K0.0%+211.9%0.195%
10/28/2024 Principal Securities Inc.272,169$19.37M0.5%+3.7%34.021%
8/22/2024 Cetera Investment Advisers190,042$12.97M0.0%+1.7%24.364%
8/8/2024 Envestnet Asset Management Inc.232,913$15.90M0.0%+11.2%29.861%
7/31/2024 Commonwealth Equity Services LLC5,909$403K0.0%+18.5%0.758%
5/24/2024Cetera Advisors LLC185,590$12.59M0.1%-0.1%24.420%
5/24/2024 Cetera Investment Advisers186,920$12.68M0.0%N/A24.595%
5/9/2024 Koshinski Asset Management Inc.3,830$260K0.0%-45.0%0.504%
2/7/2024 Principal Securities Inc.204,378$12.52M0.5%N/A30.056%
1/29/2024 Koshinski Asset Management Inc.6,960$426K0.1%+76.4%1.024%
1/16/2024Raymond James & Associates4,283$262K0.0%N/A0.630%
11/13/2023 Envestnet Asset Management Inc.253,994$13.86M0.0%+16.3%42.332%
10/23/2023 Commonwealth Equity Services LLC5,392$294K0.0%+29.8%0.899%
10/11/2023 Dynamic Advisor Solutions LLC4,828$263K0.0%-30.0%0.805%
8/10/2023Cetera Advisors LLC84,162$4.75M0.1%+3.8%12.948%
8/4/2023 Envestnet Asset Management Inc.218,373$12.32M0.0%+33.5%33.596%
8/3/2023 Dynamic Advisor Solutions LLC6,899$389K0.0%+9.6%1.061%
7/28/2023 Koshinski Asset Management Inc.4,070$230K0.0%-14.7%0.626%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
7/20/2023Global Retirement Partners LLC1,193$67K0.0%-56.2%0.184%
5/11/2023 Envestnet Asset Management Inc.163,601$8.60M0.0%+29.5%27.267%
5/9/2023 Principal Financial Group Inc.43,556$2.29M0.0%N/A7.259%
2/7/2023LPL Financial LLC8,811$439K0.0%-6.7%1.602%
2/7/2023 Envestnet Asset Management Inc.126,339$6.30M0.0%+30.9%22.971%
11/10/2022 Envestnet Asset Management Inc.96,526$4.32M0.0%+23.3%13.789%
11/4/2022 Legacy CG LLC99,695$4.46M2.9%+22.3%14.242%
10/20/2022 Dynamic Advisor Solutions LLC4,872$218K0.0%-6.4%0.696%
8/13/2022Flow Traders U.S. LLC5,317$254K0.0%-18.4%0.626%
8/11/2022Cetera Advisors LLC91,732$4.38M0.1%+1.4%10.792%
8/10/2022 Legacy CG LLC81,516$3.89M2.7%+21.3%9.590%
8/3/2022 Envestnet Asset Management Inc.78,254$3.74M0.0%+45.1%9.206%
5/12/2022Cetera Advisors LLC90,477$5.03M0.1%+1.6%6.032%
5/4/2022Advisor Group Holdings Inc.9,781$544K0.0%N/A0.631%
5/4/2022 Thoroughbred Financial Services LLC5,704$317K0.1%N/A0.368%
5/4/2022 Legacy CG LLC67,229$3.74M2.4%+2.4%4.337%
5/4/2022 Envestnet Asset Management Inc.53,940$3.00M0.0%+49.4%3.480%
4/20/2022 Koshinski Asset Management Inc.4,770$265K0.0%+17.2%0.298%
4/11/2022 Dynamic Advisor Solutions LLC5,205$289K0.0%+6.9%0.325%
2/4/2022 Envestnet Asset Management Inc.36,098$2.19M0.0%+71.4%2.490%
1/26/2022 Dynamic Advisor Solutions LLC4,870$295K0.0%N/A0.263%
1/14/2022 Koshinski Asset Management Inc.4,070$247K0.0%N/A0.239%
11/16/2021Cetera Advisors LLC88,438$4.77M0.1%+2.0%5.054%
11/15/2021Flow Traders U.S. LLC25,912$1.40M0.1%+124.8%1.524%
8/24/2021Flow Traders U.S. LLC11,527$613K0.0%N/A0.854%
8/16/2021Goldman Sachs Group Inc.71,191$3.79M0.0%N/A5.273%
8/4/2021 Envestnet Asset Management Inc.4,998$266K0.0%N/A0.294%
(Data available from 1/1/2016 forward)

PSET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSET shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Principal Quality ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($25.11M), Principal Securities Inc. ($19.86M), Cetera Advisors LLC ($12.59M), LPL Financial LLC ($4.06M), Golden State Wealth Management LLC ($2.17M), Cetera Investment Advisers ($454K), and Raymond James Financial Inc. ($441K).Learn more on Principal Quality ETF's institutional investors.

Which institutional investors have been buying Principal Quality ETF's stock?

Of the 14 institutional investors that purchased Principal Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($219.36K), Cetera Investment Advisers ($208.64K), Envestnet Asset Management Inc. ($160.18K), Golden State Wealth Management LLC ($60.62K), Raymond James Financial Inc. ($12.32K), LPL Financial LLC ($7.85K), and Capital Investment Advisory Services LLC ($6.01K).

How much institutional buying is happening at Principal Quality ETF?

Institutional investors have bought a total of 233,105 shares in the last 24 months. This purchase volume represents approximately $16.14M in transactions.

Which of Principal Quality ETF's major shareholders have been selling company stock?

The following institutional investors have sold Principal Quality ETF stock in the last 24 months: Cetera Investment Advisers ($203.26K), and Golden State Wealth Management LLC ($745.00).

How much institutional selling is happening at Principal Quality ETF?

Institutional investors have sold a total of 204,003 shares in the last 24 months. This volume of shares sold represents approximately $15.01M in transactions.


Related Companies

This page (NASDAQ:PSET) was last updated on 8/12/2025 by MarketBeat.com Staff
From Our Partners
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
Elon Musk: “Nothing happens without this…”
Lithium has fueled the EV boom, but another resource is even more critical. Without it, over 20 million electr...
Behind the Markets | Sponsored
Sell these stocks now—what to buy instead
Sell these stocks now—Here’s what to buy instead Wall Street legend Marc Chaikin says you must know these 3...
Chaikin Analytics | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored
One stock to replace Nvidia
Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...
InvestorPlace | Sponsored
Americans are rushing into gold (but not billionaires!)
Billionaires Are Piling into a Special Gold Investment With record gold prices, everyday Americans are scra...
Weiss Ratings | Sponsored