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.

RankInstitutionValueSharesChange
1PRINCIPAL SECURITIES, INC.$9.1M120,430Trimmed
2ENVESTNET ASSET MANAGEMENT INC$6.8M89,763Trimmed
3Golden State Wealth Management, LLC$1.9M24,549Trimmed
4OSAIC HOLDINGS, INC.$1.6M21,054Trimmed
5LPL Financial LLC$1.1M14,584Trimmed
6Capital Investment Advisory Services, LLC$667,5418,807Added
7SUSQUEHANNA INTERNATIONAL GROUP, LLP$628,3548,290New
8RAYMOND JAMES FINANCIAL INC$538,0807,099Trimmed
9Cetera Investment Advisers$464,7096,131Hold
10PRINCIPAL FINANCIAL GROUP INC$444,0445,858Trimmed
11Prospera Financial Services Inc$432,7275,708Added
12Smartleaf Asset Management LLC$400,9465,334Hold
13CITADEL ADVISORS LLC$364,4304,808New
14Koshinski Asset Management, Inc.$289,0123,813Trimmed
15MORGAN STANLEY$172,2862,273Trimmed
16ASSETMARK, INC$107,1011,413Hold
17Global Retirement Partners, LLC$38,040502Added
18JPMORGAN CHASE & CO$28,789383Added
19Farther Finance Advisors, LLC$22,663299Trimmed
20UBS Group AG$17,282228Trimmed
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4,47259New
22WELLS FARGO & COMPANY/MN$661Hold

Source: SEC Form 13F filings · as of 2026-06-30