22 institutions reported holding $26.2M of PRINCIPAL QUALITY (PSET) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($8.7M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), LPL Financial LLC ($3.9M), Golden State Wealth Management, LLC ($1.8M), OSAIC HOLDINGS, INC. ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $8.7M | 125,745 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 96,925 | Added |
| 3 | LPL Financial LLC | $3.9M | 55,344 | Trimmed |
| 4 | Golden State Wealth Management, LLC | $1.8M | 25,657 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $1.6M | 23,615 | Trimmed |
| 6 | Capital Investment Advisory Services, LLC | $608,985 | 8,753 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $561,535 | 8,071 | Added |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $433,541 | 6,231 | Added |
| 9 | Cetera Investment Advisers | $426,561 | 6,131 | Hold |
| 10 | Prospera Financial Services Inc | $397,079 | 5,706 | Added |
| 11 | Smartleaf Asset Management LLC | $362,015 | 5,334 | Added |
| 12 | Koshinski Asset Management, Inc. | $266,470 | 3,830 | Hold |
| 13 | MORGAN STANLEY | $193,018 | 2,774 | Trimmed |
| 14 | ASSETMARK, INC | $98,309 | 1,413 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $41,874 | 599 | Hold |
| 16 | UBS Group AG | $23,794 | 342 | Added |
| 17 | JPMORGAN CHASE & CO | $13,845 | 204 | New |
| 18 | WELLS FARGO & COMPANY/MN | $47 | 1 | New |
| 19 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 20 | TWO SIGMA INVESTMENTS, LP | $0 | 0 | Exited |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
| 22 | Abacus Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31