Among active 13F managers last quarter, 1 opened and 4 added, while 1 reduced; the largest holder to move was Principal Securities, Inc. (−4.2%).
19 tracked 13F filers disclose a position in PSET as of the latest SEC 13F filings, a combined $26.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Principal Securities, Inc. | 120K | $9.1M | ▼−4.2% Reduced · −5K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 97K | $6.7M | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 55K | $3.9M | ▼−1.0% Reduced · −562 sh | Q1 2026 | |
| 4 | Golden State Wealth Management, LLC | 25K | $1.9M | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 24K | $1.6M | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 6 | Capital Investment Advisory Services, LLC | 9K | $668K | ▲+0.6% Added · +54 sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 8K | $562K | ▲+13% Added · +913 sh | Q1 2026 | |
| 8 | Principal Financial Group Inc | 6K | $434K | ▲+21% Added · +1K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 6K | $427K | —Held | Q1 2026 | |
| 10 | Prospera Financial Services Inc | 6K | $433K | ▲~0% Added · +2 sh | Q2 2026 | |
| 11 | Smartleaf Asset Management LLC | 5K | $401K | —Held | Q2 2026 | |
| 12 | Citadel Advisors LLC | 5K | $364K | ▲New +5K sh | Q2 2026 | |
| 13 | Morgan Stanley | 3K | $193K | ▼−3.5% Reduced · −102 sh | Q1 2026 | |
| 14 | AssetMark, Inc | 1K | $107K | —Held | Q2 2026 | |
| 15 | Farther Finance Advisors, LLC | 599 | $42K | —Held | Q1 2026 | |
| 16 | Global Retirement Partners, LLC | 502 | $38K | ▲+0.2% Added · +1 sh | Q2 2026 | |
| 17 | UBS Group AG | 342 | $24K | ▲+10% Added · +32 sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 204 | $14K | ▲New +204 sh | Q1 2026 | |
| 19 | Wells Fargo & Company | 1 | $47 | ▲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, 1 fund opened a new position in PSET and 4 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 8 funds | $16.0B |
| Nvidia CorpNVDA | 8 funds | $10.1B |
| Apple IncAAPL | 8 funds | $8.4B |
| Microsoft CorpMSFT | 8 funds | $7.4B |
| Amazon.com IncAMZN | 8 funds | $7.0B |
| Alphabet Inc-CL AGOOGL | 8 funds | $4.6B |
| Broadcom IncAVGO | 8 funds | $4.1B |
| Alphabet Inc-CL CGOOG | 8 funds | $3.3B |
| Meta Platforms Inc-Class AMETA | 8 funds | $3.2B |
| Brookfield CorpBN | 8 funds | $2.6B |
| Eli Lilly & CoLLY | 8 funds | $2.5B |
| JPMorgan Chase & CoJPM | 8 funds | $2.4B |
Ranked by how many of PSET's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PSET.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 95 funds | $1.8B |
| USMCUSMC | 78 funds | $3.0B |
| YLDmc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 21 funds | $284.5M |
| PSETthis pageQUALITY ETF | 19 funds | $26.9M |
| PYPRNCPL VLU ETF | 17 funds | $263.6M |
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.