PSET institutional holders

Principal Quality ETF · 22 reporting institutions · $25.1M reported value

Funds that can replace PSET · PSET return decomposition

Institutional holdings

Institutions reporting PSET, largest first
InstitutionReported positionAdvisors at firmReport period
Principal Securities, Inc.$9.1M1,4632026-06-30
Envestnet Pmc$6.8M602026-06-30
Golden State Wealth Management, LLC$1.9M472026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
Lpl Financial LLC$1.1M23,4582026-06-30
Capital Investment Advisory Services, LLC$667.5K1032026-06-30
Susquehanna International Group, LLP$628.4K02026-06-30
Raymond James Financial Inc$538.1K02026-06-30
Cetera Investment Advisers$464.7K10,3702026-06-30
Principal Financial Group Inc$444K02026-06-30
Prospera Financial Services, Inc.$432.7K2702026-06-30
Smartleaf Asset Management LLC$400.9K92026-06-30
Citadel Advisors LLC$364.4K02026-06-30
Koshinski Asset Management, Inc.$289K692026-06-30
Morgan Stanley$172.3K23,1852026-06-30
Assetmark, Inc$107.1K2202026-06-30
Global Retirement Partners LLC$38K4912026-06-30
Jpmorgan Chase & Co$28.8K02026-06-30
Farther Finance Advisors, LLC$22.7K3342026-06-30
UBS Group AG$17.3K02026-06-30
Northwestern Mutual Wealth Management Co$4.5K02026-06-30
Wells Fargo & Company/mn$6602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30