Who owns PREF?
Principal Spectrum Preferred Securities Active ETF · Principal
134 institutions reported holding PREF, worth $1.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PREF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Financial Group Inc. | Des Moines, IA | $255.5M | 13,417,050 | +13,103,629 shares |
| Bank of America Corp. | Charlotte, NC | $225.3M | 11,822,114 | +85,524 shares |
| UBS Group AG | Zurich, Switzerland | $147.0M | 7,713,331 | −25,073 shares |
| Morgan Stanley | New York, NY | $137.0M | 7,188,556 | −205,204 shares |
| Wells Fargo & Company | San Francisco, CA | $87.0M | 4,565,964 | +815,101 shares |
| LPL Financial LLC | Fort Mill, SC | $61.5M | 3,227,005 | +121,548 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $60.2M | 3,157,079 | +53,367 shares |
| IFC Advisors LLC | Los Angeles, CA | $52.9M | 2,773,798 | +43,466 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $36.6M | 1,922,757 | +63,018 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $36.2M | 1,900,115 | −297,281 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PREF?
134 institutional managers reported holding PREF in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Principal Financial Group Inc., at $255.5M.
Did institutions buy or sell PREF last quarter?
Reported 13F value rose 27.3% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PREF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.