13F Insight
DOSSIER · 13F Holders · Q2 2026
PSET

PRINCIPAL EXCHANGE TRADED FD

23 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y201·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
23
filers reporting
Concentration
36.35%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported PSET in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 36.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$9M120K0.11%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M90K0.00%Q2 202603
Golden State Wealth Management, LLC
CIK 0001776033
$2M25K0.17%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M21K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$1M15K0.00%Q2 202606
Capital Investment Advisory Services, LLC
CIK 0001659203
$668K9K0.04%Q2 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$628K8K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$538K7K0.00%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$465K6K0.00%Q2 202610
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$444K6K0.00%Q2 202611
Prospera Financial Services Inc
CIK 0001541625
$433K6K0.01%Q2 202612
Smartleaf Asset Management LLC
CIK 0002010393
$401K5K0.01%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$364K5K0.00%Q2 202614
Koshinski Asset Management, Inc.
CIK 0001633389
$289K4K0.02%Q2 202615
MORGAN STANLEY
CIK 0000895421
$172K2K0.00%Q2 202616
ASSETMARK, INC
CIK 0001344551
$107K1K0.00%Q2 202617
Global Retirement Partners, LLC
CIK 0001749744
$38K5020.00%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$29K3830.00%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$23K2990.00%Q2 202620
UBS Group AG
CIK 0001610520
$17K2280.00%Q2 2026
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