PSET · Principal Quality ETF ETF
$79.44
-0.47 (-0.59%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $364,431
Total Shares: 4,808
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+53.7 pts
Top 5
100.0%
+2.4 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+7,036
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
8
Unchanged
0
Holder count:
-7
Institutional value:
-98.0%
Shares held:
-98.6%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 4,808 | $364,431 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | 163,601 | $8,601,649 | |
| Mid Cetera Advisors LLC | 81,048 | $4,261,260 | |
| Mega PRINCIPAL FINANCIAL GROUP INC | 43,556 | $2,290,043 | |
| Large OSAIC HOLDINGS, INC. | 35,718 | $1,877,945 | |
| Mega GOLDMAN SACHS GROUP INC | 21,026 | $1,105,484 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PSET | $364,431 | 100.00% | 4,808 | Shares | 2026-09-02 |