— Know what they know.
Not Investment Advice

PSET Institutional Ownership

Principal Quality ETF
1W: +0.0% 1M: -0.3% 3M: +2.9% YTD: +3.7% 1Y: +3.6% 3Y: +47.9% 5Y: +46.8%
$79.00
+0.53 (+0.68%)
 
Weekly Expected Move ±1.5%
$77 $78 $79 $80 $81
ETF NASDAQ · AUM $55.0M

Institutional Ownership — PSET

22
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
4
New Positions
3
Increased
11
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (26 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRINCIPAL SECURITIES, INC. 120,430 10M -5,315 -4.2% 11Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 89,763 7M -7,162 -7.4% 21Q SEC ↗
3 Golden State Wealth Management, LLC 24,549 2M -1,108 -4.3% 7Q SEC ↗
4 OSAIC HOLDINGS, INC. 21,054 2M -2,561 -10.8% 18Q SEC ↗
5 LPL Financial LLC 14,584 1M -40,760 -73.6% 19Q SEC ↗
6 Capital Investment Advisory Services, 8,807 696K +54 +0.6% 9Q SEC ↗
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 8,290 655K — +0.0% 1Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 7,099 561K -972 -12.0% 7Q SEC ↗
9 Cetera Investment Advisers 6,131 484K — +0.0% 10Q SEC ↗
10 PRINCIPAL FINANCIAL GROUP INC 5,858 463K -373 -6.0% 6Q SEC ↗
11 Prospera Financial Services Inc 5,708 451K +2 +0.0% 9Q SEC ↗
12 Smartleaf Asset Management LLC 5,334 421K — +0.0% 11Q SEC ↗
13 CITADEL ADVISORS LLC NEW 4,808 380K — +0.0% 1Q SEC ↗
14 Koshinski Asset Management, Inc. 3,813 301K -17 -0.4% 19Q SEC ↗
15 MORGAN STANLEY 2,273 180K -501 -18.1% 12Q SEC ↗
16 ASSETMARK, INC 1,413 112K — +0.0% 5Q SEC ↗
17 Global Retirement Partners, LLC NEW 502 40K — +0.0% 1Q SEC ↗
18 JPMORGAN CHASE & CO 383 30K +179 +87.7% 2Q SEC ↗
19 Farther Finance Advisors, LLC 299 24K -300 -50.1% 5Q SEC ↗
20 UBS Group AG 228 18K -114 -33.3% 4Q SEC ↗
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 59 5K — +0.0% 1Q SEC ↗
22 WELLS FARGO & COMPANY/MN 1 0K — +0.0% 3Q SEC ↗
23 TWO SIGMA INVESTMENTS, LP 0 0K -9,500 -100.0% 3Q SEC ↗
24 Kestra Advisory Services, LLC 0 0K -852 -100.0% 1Q SEC ↗
25 Abacus Wealth Partners, LLC 0 0K -2,774 -100.0% 1Q SEC ↗
26 COMMONWEALTH EQUITY SERVICES, LLC 0 0K -4,103 -100.0% 11Q SEC ↗

Recent Activity

Sold Out (4)
Biggest Increases (3)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +179 +87.7% 383
Capital Investment Advisory Service +54 +0.6% 8,807
Prospera Financial Services Inc +2 +0.0% 5,708
Biggest Decreases (11)
HolderReducedChange %Total Shares
LPL Financial LLC -40,760 -73.6% 14,584
ENVESTNET ASSET MANAGEMENT INC -7,162 -7.4% 89,763
PRINCIPAL SECURITIES, INC. -5,315 -4.2% 120,430
OSAIC HOLDINGS, INC. -2,561 -10.8% 21,054
Golden State Wealth Management, LLC -1,108 -4.3% 24,549
RAYMOND JAMES FINANCIAL INC -972 -12.0% 7,099
MORGAN STANLEY -501 -18.1% 2,273
PRINCIPAL FINANCIAL GROUP INC -373 -6.0% 5,858
Farther Finance Advisors, LLC -300 -50.1% 299
UBS Group AG -114 -33.3% 228
Koshinski Asset Management, Inc. -17 -0.4% 3,813

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms