PRINCIPAL QUALITY ETF

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PSET·74255Y201·US·ETF·Unknown - Unknown

PSET (PRINCIPAL QUALITY ETF) is held by 15 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.8M), OSAIC HOLDINGS, INC. ($1.6M), LPL Financial LLC ($1.1M). Net institutional sentiment: Mixed.

15

Holders

(2 Elite)

$12.3M

Total Value

33% (12)

Consensus

4 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)42

Insider (Form 4)54

Activist (13D/13G)51

Congressional (STOCK Act)42

Holder Quality

39

★★★★★

Elite

39

★★★★

Strong

47

★★★

Solid

85

★★

Below

56

★

Weak

Held by 15 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PSET.

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	89,763(-7.4%)	$6.8M	0.0%	+34.23%	0
OSAIC HOLDINGS, INC.	Decreased	21,054(-10.8%)	$1.6M	0.0%	+52.19%	0
LPL Financial LLC	Decreased	14,584(-73.7%)	$1.1M	0.0%	+22.90%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,290	$628,354	0.0%	+6.11%	37
RAYMOND JAMES FINANCIAL INC	Decreased	7,099(-12.0%)	$538,080	0.0%	+13.13%	0
Cetera Investment Advisers	Unchanged	6,131	$464,709	0.0%	+19.54%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	5,858(-6.0%)	$444,044	0.0%	+16.54%	0
CITADEL ADVISORS LLC	New	4,808	$364,430	0.0%	+6.11%	36
MORGAN STANLEY	Decreased	2,273(-18.1%)	$172,286	0.0%	+16.74%	0
ASSETMARK, INC	Unchanged	1,413	$107,101	0.0%	+9.00%	0
JPMORGAN CHASE & CO	Increased	383(+87.8%)	$28,789	0.0%	+7.14%	21
Farther Finance Advisors, LLC	Decreased	299(-50.1%)	$22,663	0.0%	+7.22%	0
UBS Group AG	Decreased	228(-33.3%)	$17,282	0.0%	+6.49%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	59	$4,472	0.0%	+6.11%	22
WELLS FARGO & COMPANY/MN	Unchanged	1	$66	0.0%	+8.06%	0

PSETPRINCIPAL QUALITY ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer