Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / QUALITY ETF
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
957,801
-
Shares change
-
+73,872
-
Total reported value, excl. options
-
$64,765,935
-
Value change
-
+$4,828,311
-
Number of buys
-
11
-
Number of sells
-
-3
-
Price
-
$66.01
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) as of Q1 2025
17 filings reported holding PSET - PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF as of Q1 2025.
PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 957,801 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (299,625 shares), PRINCIPAL SECURITIES, INC. (277,535 shares), Cetera Investment Advisers (209,424 shares), LPL Financial LLC (61,568 shares), OSAIC HOLDINGS, INC. (37,192 shares), Golden State Wealth Management, LLC (30,154 shares), RAYMOND JAMES FINANCIAL INC (7,685 shares), Capital Investment Advisory Services, LLC (6,524 shares), Prospera Financial Services Inc (5,505 shares), and COMMONWEALTH EQUITY SERVICES, LLC (4,896 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.