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Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership

Principal Spectrum Preferred Securities Active ETF logo
$18.72 -0.01 (-0.05%)
As of 03/27/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$182.92M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$86.44M
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PREF Institutional Buying and Selling by Quarter

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Principal Spectrum Preferred Securities Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC1,172,413$21.82M0.0%+2.6%1.964%
2/20/2025 Griffith & Werner Inc.10,940$204K0.1%N/A0.023%
2/18/2025 Delta Investment Management LLC78,860$1.47M0.3%+3.4%0.164%
2/17/2025 Willis Johnson & Associates Inc.115,994$2.16M0.2%-6.5%0.241%
2/17/2025 Royal Bank of Canada2,934,200$54.61M0.0%+68.4%6.088%
2/17/2025 MainStreet Investment Advisors LLC142,746$2.66M0.4%+31.0%0.296%
2/17/2025 Coastal Bridge Advisors LLC19,214$358K0.1%N/A0.040%
2/17/2025 Baird Financial Group Inc.301,042$5.60M0.0%-0.5%0.625%
2/17/2025 Bank of America Corp DE8,900,444$165.64M0.0%+11.3%18.466%
2/17/2025 Benjamin Edwards Inc.766,581$14.27M0.2%+3.0%1.590%
2/14/2025 South Plains Financial Inc.11,578$215K0.2%N/A0.024%
2/14/2025 Jane Street Group LLC48,264$898K0.0%-18.9%0.100%
2/14/2025 Comerica Bank75,362$1.40M0.0%+35.9%0.156%
2/14/2025 Berger Financial Group Inc356,724$6.64M0.5%+9.6%0.740%
2/14/2025 Stifel Financial Corp97,855$1.82M0.0%-7.1%0.203%
2/13/2025 NewEdge Advisors LLC139,079$2.59M0.0%+52.2%0.289%
2/13/2025 Mariner LLC355,460$6.62M0.0%+6.1%0.737%
2/13/2025 Rockefeller Capital Management L.P.95,423$1.78M0.0%+1.5%0.198%
2/13/2025 Argent Trust Co40,305$750K0.0%-21.6%0.084%
2/13/2025 Raymond James Financial Inc.1,760,104$32.76M0.0%N/A3.652%
2/13/2025 Cerity Partners LLC108,922$2.03M0.0%+4.5%0.226%
2/13/2025 Envestnet Asset Management Inc.218,761$4.07M0.0%-14.6%0.454%
2/13/2025 Wells Fargo & Company MN3,049,746$56.76M0.0%-38.7%6.327%
2/12/2025 Mechanics Financial Corp28,193$525K0.2%+2.5%0.058%
2/12/2025 Orion Portfolio Solutions LLC68,299$1.27M0.0%+11.3%0.142%
2/12/2025 JPMorgan Chase & Co.15,271$284K0.0%-62.7%0.032%
2/11/2025 LPL Financial LLC1,797,114$33.44M0.0%+8.4%3.728%
2/10/2025 Commonwealth Equity Services LLC303,319$5.65M0.0%-1.6%0.629%
2/10/2025 Farther Finance Advisors LLC25,700$478K0.0%-8.0%0.053%
2/7/2025 Independent Advisor Alliance23,335$434K0.0%N/A0.048%
2/6/2025 Raymond James Financial Inc.1,760,104$32.76M0.0%N/A3.652%
2/5/2025 Smartleaf Asset Management LLC55,109$1.03M0.1%+22.0%0.114%
2/5/2025 Heritage Wealth Management Inc.25,300$471K0.2%N/A0.052%
2/5/2025 Jacobi Capital Management LLC17,511$326K0.0%-13.6%0.036%
2/5/2025 Private Trust Co. NA4,212$78K0.0%-43.9%0.009%
2/5/2025 Flynn Zito Capital Management LLC294,458$5.48M2.5%-2.5%0.611%
2/5/2025 Whipplewood Advisors LLC20,112$374K0.2%N/A0.042%
2/4/2025 Bank of New York Mellon Corp39,172$729K0.0%+6.3%0.081%
2/4/2025 W.G. Shaheen & Associates DBA Whitney & Co16,500$307K0.0%+17.9%0.034%
2/4/2025 IFP Advisors Inc9,483$176K0.0%+496.8%0.020%
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2/3/2025 Pinnacle Financial Partners Inc38,331$713K0.0%+5.3%0.080%
2/3/2025 Private Advisor Group LLC347,912$6.48M0.0%+240.4%0.722%
2/3/2025 Flagstar Advisors Inc.71,655$1.33M0.3%+4.5%0.149%
2/3/2025 Laidlaw Wealth Management LLC40,160$747K0.3%+2.7%0.083%
1/31/2025 Global Retirement Partners LLC25,184$469K0.0%-41.6%0.052%
1/31/2025 Cornerstone Advisors Asset Management LLC448,319$8.34M1.8%+6.8%0.930%
1/31/2025 Bank of Jackson Hole Trust10,100$188K0.1%N/A0.021%
1/31/2025 Truist Financial Corp51,366$956K0.0%-54.7%0.107%
1/31/2025 Sanctuary Advisors LLC61,100$1.15M0.0%-3.0%0.127%
1/31/2025 Principal Financial Group Inc.196,035$3.65M0.0%+75.7%0.407%
1/31/2025 J.W. Cole Advisors Inc.127,405$2.37M0.1%+4.6%0.264%
1/29/2025 Stonebridge Financial Group LLC8,276$154K0.0%N/A0.017%
1/28/2025 Compass Financial Services Inc6,348$118K0.1%N/A0.013%
1/28/2025 Gilliland Jeter Wealth Management LLC79,132$1.47M0.5%-2.4%0.164%
1/27/2025 Meadow Creek Wealth Advisors LLC105,918$1.97M1.4%+28.4%0.220%
1/27/2025 Tyche Wealth Partners LLC594,931$11.07M2.3%-1.5%1.234%
1/27/2025 Mirae Asset Global Investments Co. Ltd.88,500$1.65M0.0%N/A0.184%
1/24/2025 U.S. Capital Wealth Advisors LLC38,667$720K0.0%N/A0.080%
1/23/2025 Capital Investment Advisory Services LLC32,530$605K0.1%-21.8%0.067%
1/23/2025 Ibex Wealth Advisors100,136$1.86M0.2%N/A0.208%
1/22/2025 Bensler LLC436,330$8.12M1.0%N/A0.905%
1/21/2025 GSB Wealth Management LLC65,795$1.22M0.3%N/A0.137%
1/21/2025 LexAurum Advisors LLC23,940$446K0.1%+40.1%0.050%
1/17/2025 XML Financial LLC19,276$359K0.0%-5.3%0.040%
1/16/2025 MassMutual Private Wealth & Trust FSB140,891$2.62M0.1%+24.3%0.292%
1/16/2025 UMB Bank n.a.54,005$1.01M0.0%-13.1%0.112%
1/15/2025 Wealthcare Advisory Partners LLC35,921$668K0.0%+3.9%0.075%
1/13/2025 PSI Advisors LLC217,448$4.05M1.2%+1.3%0.451%
1/13/2025 Pallas Capital Advisors LLC61,735$1.15M0.0%-82.0%0.128%
1/13/2025 Ehrlich Financial Group14,940$278K0.2%+9.5%0.031%
1/13/2025 Fiduciary Alliance LLC85,843$1.60M0.2%+14.0%0.178%
1/10/2025 Wealth Enhancement Advisory Services LLC1,139,887$21.44M0.0%-0.3%2.365%
1/3/2025 First Citizens Financial Corp52,609$979K0.5%+2.5%0.109%
12/26/2024 JPMorgan Chase & Co.40,903$769K0.0%+1,395.0%0.085%
12/19/2024 Principal Financial Group Inc.111,581$2.10M0.0%+13.6%0.231%
11/25/2024 Sanctuary Advisors LLC63,001$1.18M0.0%+110.4%0.131%
11/15/2024 Orion Portfolio Solutions LLC61,355$1.15M0.0%-11.2%0.127%
11/15/2024 Jane Street Group LLC59,504$1.12M0.0%-50.6%0.123%
11/15/2024 Stifel Financial Corp105,315$1.98M0.0%-23.9%0.218%
11/15/2024 Benjamin Edwards Inc.744,305$14M0.2%+787.5%1.544%
11/14/2024 Rockefeller Capital Management L.P.93,979$1.77M0.0%+3.5%0.195%
11/14/2024 Financial Counselors Inc.11,851$223K0.0%N/A0.025%
11/12/2024 Cerity Partners LLC104,217$1.96M0.0%-2.6%0.216%
11/12/2024 Flagstar Advisors Inc.68,554$1.29M0.3%+30.8%0.142%
11/8/2024 Legacy Bridge LLC132,430$2.49M1.3%N/A0.275%
11/6/2024 Dearborn Partners LLC107,905$2.03M0.1%+1.8%0.224%
11/6/2024 Pinnacle Financial Partners Inc36,406$685K0.0%+4.2%0.076%
10/31/2024 Principal Financial Group Inc.111,581$2.10M0.0%+13.6%0.231%
10/29/2024 Farther Finance Advisors LLC27,924$525K0.0%+47.6%0.058%
10/28/2024 Principal Securities Inc.219,259$4.12M0.1%-50.7%0.455%
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10/28/2024 US Bancorp DE1,600$30K0.0%N/A0.003%
10/25/2024 Tyche Wealth Partners LLC603,898$11.36M2.6%+2.7%1.253%
10/25/2024 Pallas Capital Advisors LLC342,996$6.42M0.3%-76.2%0.712%
10/24/2024 J.W. Cole Advisors Inc.121,770$2.29M0.1%+8.6%0.253%
10/24/2024 Wealth Enhancement Advisory Services LLC1,143,058$21.50M0.0%-11.5%2.371%
10/23/2024 Rogco LP351,483$6.61M2.6%+20.1%0.729%
10/23/2024 PSI Advisors LLC214,725$4.04M1.2%+4.4%0.445%
10/22/2024 Private Advisor Group LLC102,214$1.92M0.0%+37.6%0.212%
10/18/2024Raymond James & Associates1,079,117$20.30M0.0%+10.1%2.239%
10/17/2024 LexAurum Advisors LLC17,093$322K0.1%+42.1%0.035%
(Data available from 1/1/2016 forward)

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PREF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PREF shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Principal Spectrum Preferred Securities Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($165.64M), UBS Group AG ($120.07M), Wells Fargo & Company MN ($56.76M), Royal Bank of Canada ($54.61M), LPL Financial LLC ($33.44M), Raymond James Financial Inc. ($32.76M), and Wealth Enhancement Advisory Services LLC ($21.82M).Learn more on PREF's institutional investors.

Which institutional investors have been buying Principal Spectrum Preferred Securities Active ETF stock?

Of the 104 institutional investors that purchased Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($5.51M), Raymond James Financial Inc. ($3.52M), Berger Financial Group Inc ($1.42M), Royal Bank of Canada ($1.19M), Raymond James & Associates ($976.47K), Bank of America Corp DE ($901.58K), and Wells Fargo & Company MN ($865.31K).

How much institutional buying is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have bought a total of 22,255,747 shares in the last 24 months. This purchase volume represents approximately $483.77M in transactions.

Which Principal Spectrum Preferred Securities Active ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($1.93M), Pallas Capital Advisors LLC ($1.38M), Cerity Partners LLC ($406.89K), Pitcairn Co. ($394.12K), Raymond James Financial Services Advisors Inc. ($355.09K), Orion Portfolio Solutions LLC ($251.82K), and Truist Financial Corp ($239.39K).

How much institutional selling is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have sold a total of 6,486,748 shares in the last 24 months. This volume of shares sold represents approximately $133.43M in transactions.


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This page (NYSEARCA:PREF) was last updated on 3/28/2025 by MarketBeat.com Staff
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