13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F Institutional Holdings
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PRINCIPAL EXCHANGE TRADED FD

PSET
Institutions
22
Combined AUM (Q2 2026)
$25.1M
Combined Shares (Q2 2026)
331,386
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13,894
7 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-59,282
11 · 0 Exit · ≈
⚖️ Net
-45,388
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$25.1M
Institutions
22
New Buys
4
Adds
3
Reduces
11
Exits
0
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL SECURITIES, INC.
0.11%0.13%#2$9.1M120,430$8.7M125,745-5,315-4.23%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$6.8M89,763$6.7M96,925-7,162-7.39%Reduce
Golden State Wealth Management, LLC
0.17%0.2%#1$1.9M24,549$1.8M25,657-1,108-4.32%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$1.6M21,054$1.6M23,615-2,561-10.84%Reduce
LPL Financial LLC
<0.01%<0.01%#11$1.1M14,584$3.9M55,344-40,760-73.65%Reduce
Capital Investment Advisory Services, LLC
0.04%0.04%#3$667,5418,807$608,9858,753+54+0.62%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#16$628,3548,290$00+8,290New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#15$538,0807,099$561,5358,071-972-12.04%Reduce
Cetera Investment Advisers
<0.01%<0.01%#10$464,7096,131$426,5616,13100.00%Unchanged
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#12$444,0445,858$433,5416,231-373-5.99%Reduce
Prospera Financial Services Inc
0.01%0.01%#6$432,7275,708$397,0795,706+2+0.04%Add
Smartleaf Asset Management LLC
0.01%0.01%#5$400,9465,334$362,0155,33400.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#17$364,4304,808$00+4,808New Buy
Koshinski Asset Management, Inc.
0.02%0.02%#4$289,0123,813$266,4703,830-17-0.44%Reduce
MORGAN STANLEY
<0.01%<0.01%#18$172,2862,273$218,6602,873-600-20.88%Reduce
ASSETMARK, INC
<0.01%<0.01%#13$107,1011,413$98,3091,41300.00%Unchanged
Global Retirement Partners, LLC
<0.01%#9$38,040502$00+502New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#21$28,789383$13,845204+179+87.75%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#14$22,663299$41,874599-300-50.08%Reduce
UBS Group AG
<0.01%<0.01%#20$17,282228$23,794342-114-33.33%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#19$4,47259$00+59New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#22$661$47100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow