Who Owns PRINCIPAL EXCHANGE TRADED FD (PSET)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $25.1M of PRINCIPAL EXCHANGE TRADED FD (PSET) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($9.1M), ENVESTNET ASSET MANAGEMENT INC ($6.8M), Golden State Wealth Management, LLC ($1.9M), OSAIC HOLDINGS, INC. ($1.6M), LPL Financial LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRINCIPAL SECURITIES, INC. | $9.1M | 120,430 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 89,763 | Trimmed |
| 3 | Golden State Wealth Management, LLC | $1.9M | 24,549 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $1.6M | 21,054 | Trimmed |
| 5 | LPL Financial LLC | $1.1M | 14,584 | Trimmed |
| 6 | Capital Investment Advisory Services, LLC | $667,541 | 8,807 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $628,354 | 8,290 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $538,080 | 7,099 | Trimmed |
| 9 | Cetera Investment Advisers | $464,709 | 6,131 | Hold |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $444,044 | 5,858 | Trimmed |
| 11 | Prospera Financial Services Inc | $432,727 | 5,708 | Added |
| 12 | Smartleaf Asset Management LLC | $400,946 | 5,334 | Hold |
| 13 | CITADEL ADVISORS LLC | $364,430 | 4,808 | New |
| 14 | Koshinski Asset Management, Inc. | $289,012 | 3,813 | Trimmed |
| 15 | MORGAN STANLEY | $172,286 | 2,273 | Trimmed |
| 16 | ASSETMARK, INC | $107,101 | 1,413 | Hold |
| 17 | Global Retirement Partners, LLC | $38,040 | 502 | Added |
| 18 | JPMORGAN CHASE & CO | $28,789 | 383 | Added |
| 19 | Farther Finance Advisors, LLC | $22,663 | 299 | Trimmed |
| 20 | UBS Group AG | $17,282 | 228 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4,472 | 59 | New |
| 22 | WELLS FARGO & COMPANY/MN | $66 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30