13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F 机构持仓分析
期权收益计算器 机构排行
P

PRINCIPAL EXCHANGE TRADED FD

PSET
持有机构数
22
机构合计市值 (Q2 2026)
$2,511.4万
机构合计股数 (Q2 2026)
33.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1.4万股
7 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.9万股
11 · 0 清仓 · ≈
⚖️ 净额
-4.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,511.4万
持有机构数
22
新买入
4
加仓
3
减仓
11
清仓
0
持股不变
4
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安证券PRINCIPAL SECURITIES, INC.
0.11%0.13%#2$912.8万12.0万股$874.9万12.6万股-5,315股-4.23%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$680.4万9.0万股$674.3万9.7万股-7,162股-7.39%减仓
Golden State Wealth Management, LLC
0.17%0.2%#1$186.1万2.5万股$178.5万2.6万股-1,108股-4.32%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$159.6万2.1万股$164.3万2.4万股-2,561股-10.84%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#11$110.5万1.5万股$385.1万5.5万股-4.1万股-73.65%减仓
Capital Investment Advisory Services, LLC
0.04%0.04%#3$66.8万8,807股$60.9万8,753股+54股+0.62%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#16$62.8万8,290股$00股+8,290股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#15$53.8万7,099股$56.2万8,071股-972股-12.04%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#10$46.5万6,131股$42.7万6,131股00.00%持仓不变
信安金融集团PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#12$44.4万5,858股$43.4万6,231股-373股-5.99%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#6$43.3万5,708股$39.7万5,706股+2股+0.04%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.01%0.01%#5$40.1万5,334股$36.2万5,334股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#17$36.4万4,808股$00股+4,808股新买入
Koshinski Asset Management, Inc.
0.02%0.02%#4$28.9万3,813股$26.6万3,830股-17股-0.44%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#18$17.2万2,273股$21.9万2,873股-600股-20.88%减仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#13$10.7万1,413股$9.8万1,413股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#9$3.8万502股$00股+502股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#21$2.9万383股$1.4万204股+179股+87.75%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#14$2.3万299股$4.2万599股-300股-50.08%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#20$1.7万228股$2.4万342股-114股-33.33%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#19$4,47259股$00股+59股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#22$661股$471股00.00%持仓不变

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