Who Owns Principal Quality ETF (PSET)?Hedge Fund & Institutional Holders

$70.49-0.48 (-0.68%)Financial ServicesNASDAQ

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$2.125000200000062e+71T

% of Float Held

—

QoQ Change in Holders

+10 / -1

Price History

$58.64$63.47$68.30$73.13$77.95Sep 24Jun 25Mar 26

PSET — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Golden State Wealth Management, LLCNew Position+28K+$2.1B
Capital Investment Advisory Services, LLCNew Position+8K+$622.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+5K+$391.0M
Abacus Wealth Partners, LLCNew Position+3K+$211.0M
ASSETMARK, INCIncreased+309+$23.5M
Farther Finance Advisors, LLCIncreased+300+$22.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+91K+$6.0M
Global Retirement Partners, LLCNew Position+501+$0
Kestra Advisory Services, LLCNew Position+852+$0
Smartleaf Asset Management LLCNew Position+5K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+4K+$0
WELLS FARGO & COMPANY/MNNew Position+0+$0
MORGAN STANLEYIncreased+3+$-218K
TWO SIGMA INVESTMENTS, LPIncreased+6K+$-251.2M

PSET — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-6K-$4.7B
OSAIC HOLDINGS, INC.Decreased-9K-$857.7M
GOLDMAN SACHS GROUP INCClosed Position-7K-$569.1M
RAYMOND JAMES FINANCIAL INCDecreased-290-$566.9M
Cetera Investment AdvisersDecreased-35-$469.3M
UBS Group AGDecreased-271-$21.2M
PRINCIPAL SECURITIES, INC.Decreased-245K-$19.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Golden State Wealth Management, LLC27,850$2.1B0.22%Share
2OSAIC HOLDINGS, INC.29,342$2.0B0.00%Share
3Capital Investment Advisory Services, LLC8,163$622.0M0.04%Share
4PRINCIPAL FINANCIAL GROUP INC5,063$386.0M0.00%Share
5Koshinski Asset Management, Inc.3,830$292.0M0.02%Share
6Abacus Wealth Partners, LLC2,774$211.0M0.02%Share
7ASSETMARK, INC1,459$111.0M0.00%Share
8Farther Finance Advisors, LLC599$45.0M0.00%Share
9UBS Group AG310$23.0M0.00%Share
10PRINCIPAL SECURITIES, INC.122,263$9.0M0.14%Share
11ENVESTNET ASSET MANAGEMENT INC90,517$6.0M0.00%Share
12PRINCIPAL FINANCIAL GROUP INC78$5.0M0.00%Share
13LPL Financial LLC55,906$4.0M0.00%Share
14TWO SIGMA INVESTMENTS, LP9,500$00.00%Share
15Prospera Financial Services Inc5,705$00.00%Share
16Kestra Advisory Services, LLC852$00.00%Share
17Global Retirement Partners, LLC501$00.00%Share
18MORGAN STANLEY2,873$00.00%Share
19MORGAN STANLEY3$00.00%Share
20WELLS FARGO & COMPANY/MN0$00.00%Share
21Cetera Investment Advisers6,131$00.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC4,103$00.00%Share
23RAYMOND JAMES FINANCIAL INC7,158$00.00%Share
24Smartleaf Asset Management LLC5,095$00.00%Share

PSET Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$5.8B+9
Q3 202513$10.3B-4
Q2 202517$36.1B+2
Q1 202515$46.9B-3
Q4 202418$20.0T+2
Q3 202416$40.6T-3
Q2 202419$34.1T+6
Q1 202413$394.4T—

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As of Q4 2025, 24 institutional investors hold PSET (Principal Quality ETF). The largest holder is Golden State Wealth Management, LLC with $2.1B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PSET?

As of Q4 2025, 24 institutional investors report holding PSET (Principal Quality ETF) in their 13F filings.

Who is the largest institutional holder of PSET?

The largest institutional holder of PSET is Golden State Wealth Management, LLC with $2.1B in shares.

Is institutional ownership of PSET increasing or decreasing?

This quarter, 10 institutions opened new positions in PSET and 1 closed their positions.