17 tracked 13F filers disclose a position in PSET as of the latest SEC 13F filings, a combined $26.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $9.1M | 120K | ▼−4.2% Reduced · −5K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 97K | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $3.9M | 55K | ▼−1.0% Reduced · −562 sh | Q1 2026 | |
| 4 | Golden State Wealth Management, LLC | $1.9M | 25K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $1.6M | 24K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 6 | Capital Investment Advisory Services, LLC | $668K | 9K | ▲+0.6% Added · +54 sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $562K | 8K | ▲+13% Added · +913 sh | Q1 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $434K | 6K | ▲+21% Added · +1K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $427K | 6K | —Held | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $433K | 6K | ▲~0% Added · +2 sh | Q2 2026 | |
| 11 | Smartleaf Asset Management LLC | $362K | 5K | ▲+4.7% Added · +239 sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $193K | 3K | ▼−3.5% Reduced · −102 sh | Q1 2026 | |
| 13 | ASSETMARK, INC | $107K | 1K | —Held | Q2 2026 | |
| 14 | Farther Finance Advisors, LLC | $42K | 599 | —Held | Q1 2026 | |
| 15 | UBS Group AG | $24K | 342 | ▲+10% Added · +32 sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $14K | 204 | ▲New +204 sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $47 | 1 | ▲Added Added · +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in PSET and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $2.9B |
| MICROSOFT CORPMSFT | 6 funds | $2.2B |
| NVIDIA CORPNVDA | 6 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.5B |
| AMAZON.COM INCAMZN | 6 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.2B |
| SIMON PROPERTY GROUP INCSPG | 6 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.0B |
| EXXON MOBIL CORPXOM | 6 funds | $967.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $925.9M |
| ALPHABET INC-CL CGOOG | 6 funds | $902.0M |
Ranked by how many of PSET's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 114 funds | $1.1B |
| PSCPRIN U S SMALL | 89 funds | $1.8B |
| USMCUS MEGA CP ETF | 72 funds | $3.0B |
| YLDmc | 64 funds | $423.0M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 18 funds | $273.6M |
| PYPRNCPL VLU ETF | 17 funds | $263.5M |
| PSETthis pageQUALITY ETF | 17 funds | $26.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PSET
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSET/capital-change-brief"
Use Arkolith's capital_change_brief for PSET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PSET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.