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Principal Quality ETF (PSET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Golden State Wealth Management, LLC
UNCHANGED
Shares24,549 from 24,549
Change0 (0%)
Value$1.9M (+$68.8K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares12,484 from 14,584
Change-2,100 (-14%)
Value$981.2K (-$124.2K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares9,846 from 8,807
Change+1,039 (+12%)
Value$775.4K (+$107.9K)
Filed 2026-10-30
Principal Financial Group Inc
INCREASED
Shares6,334 from 5,858
Change+476 (+8%)
Value$497.9K (+$53.8K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED
Shares3,813 from 3,813
Change0 (0%)
Value$299.7K (+$10.7K)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$111.1K (+$4.0K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$23.5K (+$838)
Filed 2026-10-08
Prospera Financial Services Inc
CLOSED
Shares0 from 5,708
Change-5,708 (-100%)
Value$0 (-$432.7K)
Filed 2026-11-04
Principal Securities, Inc.
N/A
Shares— from 120,430
Change-120,430 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,763
Change-89,763 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,054
Change-21,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 383
Change-383 (-100%)
Value—
UBS Group AG
N/A
Shares— from 228
Change-228 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59
Change-59 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Golden State Wealth Management, LLC
UNCHANGED24,54924,54900%$1.9M$1.9M+$68.8K2026-11-02
LPL Financial LLC
DECREASED12,48414,584-2,100-14%$1.1M$981.2K-$124.2K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED9,8468,807+1,039+12%$667.5K$775.4K+$107.9K2026-10-30
Principal Financial Group Inc
INCREASED6,3345,858+476+8%$444.0K$497.9K+$53.8K2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED3,8133,81300%$289.0K$299.7K+$10.7K2026-10-29
Assetmark, Inc
UNCHANGED1,4131,41300%$107.1K$111.1K+$4.0K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED29929900%$22.7K$23.5K+$8382026-10-08
Prospera Financial Services Inc
CLOSED05,708-5,708-100%$432.7K$0-$432.7K2026-11-04
Principal Securities, Inc.
N/A—120,430-120,430-100%$9.1M———
Envestnet Asset Management Inc
N/A—89,763-89,763-100%$6.8M———
Osaic Holdings, Inc.
N/A—21,054-21,054-100%$1.6M———
Susquehanna International Group, LLP
N/A—8,290-8,290-100%$628.4K———
Raymond James Financial Inc
N/A—7,099-7,099-100%$538.1K———
Cetera Investment Advisers
N/A—6,131-6,131-100%$464.7K———
Smartleaf Asset Management LLC
N/A—5,334-5,334-100%$400.9K———
Citadel Advisors LLC
N/A—4,808-4,808-100%$364.4K———
Morgan Stanley
N/A—2,273-2,273-100%$172.3K———
Global Retirement Partners, LLC
N/A—502-502-100%$38.0K———
JPMorgan Chase & Co
N/A—383-383-100%$28.8K———
UBS Group AG
N/A—228-228-100%$17.3K———
Northwestern Mutual Wealth Management Co
N/A—59-59-100%$4.5K———
Wells Fargo & Company
N/A—1-1-100%$66———
Showing 22 of 22 institutions