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Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership

Principal Spectrum Preferred Securities Active ETF logo
$18.66 +0.03 (+0.16%)
As of 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)
67
Total
Institutional Inflows
(last 12 months)
$145.38M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$49.07M
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PREF Institutional Buying and Selling by Quarter

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
1/21/2025GSB Wealth Management LLC65,795$1.22M0.3%N/A0.137%
1/21/2025LexAurum 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%
12/26/2024JPMorgan Chase & Co.40,903$769K0.0%+1,395.0%0.085%
12/19/2024Principal Financial Group Inc.111,581$2.10M0.0%+13.6%0.231%
11/25/2024Sanctuary Advisors LLC63,001$1.18M0.0%+110.4%0.131%
11/15/2024Orion Portfolio Solutions LLC61,355$1.15M0.0%-11.2%0.127%
11/15/2024Jane Street Group LLC59,504$1.12M0.0%-50.6%0.123%
11/15/2024Stifel Financial Corp105,315$1.98M0.0%-23.9%0.218%
11/15/2024Benjamin Edwards Inc.744,305$14M0.2%+787.5%1.544%
11/14/2024Rockefeller Capital Management L.P.93,979$1.77M0.0%+3.5%0.195%
11/14/2024Financial Counselors Inc.11,851$223K0.0%N/A0.025%
11/12/2024Cerity Partners LLC104,217$1.96M0.0%-2.6%0.216%
11/12/2024Flagstar Advisors Inc.68,554$1.29M0.3%+30.8%0.142%
11/8/2024Legacy Bridge LLC132,430$2.49M1.3%N/A0.275%
11/6/2024Dearborn Partners LLC107,905$2.03M0.1%+1.8%0.224%
11/6/2024Pinnacle Financial Partners Inc36,406$685K0.0%+4.2%0.076%
10/31/2024Principal Financial Group Inc.111,581$2.10M0.0%+13.6%0.231%
10/29/2024Farther Finance Advisors LLC27,924$525K0.0%+47.6%0.058%
10/28/2024Principal Securities Inc.219,259$4.12M0.1%-50.7%0.455%
10/28/2024US Bancorp DE1,600$30K0.0%N/A0.003%
10/25/2024Tyche 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%
10/24/2024J.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%
10/23/2024Rogco LP351,483$6.61M2.6%+20.1%0.729%
10/23/2024 PSI Advisors LLC214,725$4.04M1.2%+4.4%0.445%
10/22/2024Private 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%
10/17/2024LexAurum Advisors LLC17,093$322K0.1%+42.1%0.035%
10/16/2024Global Retirement Partners LLC43,133$811K0.0%+3.0%0.089%
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10/11/2024 Fiduciary Alliance LLC75,302$1.42M0.2%N/A0.156%
10/9/2024 Pinnacle Bancorp Inc.4,120$77K0.0%+46.4%0.009%
10/7/2024Alpha Financial Partners LLC13,644$257K0.2%N/A0.028%
10/2/2024 Massmutual Trust Co. FSB ADV113,383$2.13M0.1%+9.7%0.235%
9/5/2024Sanctuary Advisors LLC29,949$536K0.0%N/A0.062%
8/21/2024Truist Financial Corp176,723$3.22M0.0%-40.7%0.367%
8/16/2024NewEdge Advisors LLC95,013$1.73M0.0%+4.1%0.197%
8/15/2024Delta Investment Management LLC60,837$1.11M0.2%+2.1%0.126%
8/13/2024Benjamin Edwards Inc.83,862$1.53M0.3%-1.2%0.174%
8/13/2024Benjamin F. Edwards & Company Inc.635,807$11.58M0.2%+0.4%1.319%
8/12/2024Argent Trust Co52,102$949K0.0%+1.9%0.108%
8/8/2024J.W. Cole Advisors Inc.112,144$2.04M0.1%+5.7%0.233%
8/8/2024Envestnet Asset Management Inc.513,403$9.35M0.0%+2.5%1.065%
8/8/2024Investment Partners LTD.138,977$2.53M1.1%+5.9%0.288%
8/6/2024MainStreet Investment Advisors LLC105,410$1.92M0.2%-39.2%0.219%
8/6/2024Flynn Zito Capital Management LLC293,119$5.34M2.7%+175.4%0.608%
8/5/2024Private Advisor Group LLC74,300$1.35M0.0%-8.6%0.154%
8/1/2024Laidlaw Wealth Management LLC37,252$679K0.4%+2.2%0.077%
8/1/2024Willis Johnson & Associates Inc.130,524$2.38M0.2%-11.0%0.271%
8/1/2024Mechanics Financial Corp27,508$501K0.3%+7.5%0.057%
7/31/2024Farther Finance Advisors LLC18,915$344K0.0%+19.5%0.039%
7/31/2024Commonwealth Equity Services LLC318,006$5.79M0.0%-2.9%0.660%
7/29/2024Principal Financial Group Inc.98,243$1.79M0.0%+17.7%0.204%
7/29/2024 UMB Bank n.a.62,129$1.13M0.0%-2.8%0.129%
7/26/2024Dearborn Partners LLC105,996$1.93M0.1%-8.4%0.220%
7/26/2024Bank of New York Mellon Corp34,795$634K0.0%+36.8%0.072%
7/24/2024Gilliland Jeter Wealth Management LLC80,877$1.47M0.5%-1.9%0.168%
7/24/2024Cornerstone Wealth Group LLC702,701$12.80M1.1%+1.1%1.458%
7/23/2024 PSI Advisors LLC205,588$3.75M1.2%+20.6%0.427%
7/22/2024 Pallas Capital Advisors LLC1,442,989$26.52M1.1%+5.2%2.994%
7/19/2024Raymond James & Associates980,301$17.86M0.0%+7.4%2.034%
7/19/2024Tyche Wealth Partners LLC587,863$10.71M2.6%+8.6%1.220%
7/18/2024Triad Wealth Partners LLC4,778$87K0.0%N/A0.010%
7/17/2024Meadow Creek Wealth Advisors LLC82,462$1.50M1.4%-40.8%0.171%
7/16/2024 Wealth Enhancement Advisory Services LLC1,292,252$23.55M0.1%+9.2%2.681%
5/31/2024 First Citizens Financial Corp56,575$1.03M0.6%+14.3%0.117%
5/17/2024Comerica Bank66,963$1.22M0.0%+109.0%0.139%
5/11/2024Jacobi Capital Management LLC20,441$371K0.0%+9.8%0.043%
5/9/2024Orion Portfolio Solutions LLC169,582$3.08M0.0%-26.0%0.359%
5/9/2024Delta Investment Management LLC59,571$1.08M0.2%-3.0%0.126%
5/9/2024Dearborn Partners LLC115,724$2.10M0.1%+13.2%0.245%
5/9/2024Rogco LP290,914$5.28M2.2%+1.8%0.616%
5/1/2024Flynn Zito Capital Management LLC106,452$1.93M1.0%+11.7%0.226%
4/30/2024Private Advisor Group LLC81,299$1.48M0.0%-8.4%0.172%
4/30/2024J.W. Cole Advisors Inc.106,058$1.93M0.1%+38.9%0.225%
4/29/2024Commonwealth Equity Services LLC327,404$5.94M0.0%+2.2%0.694%
4/29/2024Principal Financial Group Inc.83,439$1.65M0.0%+7.5%0.177%
4/29/2024Benjamin Edwards Inc.84,886$1.54M0.3%-2.2%0.180%
4/29/2024Benjamin F. Edwards & Company Inc.633,350$11.50M0.2%+9.4%1.342%
4/26/2024 UMB Bank n.a.63,944$1.16M0.0%-11.2%0.136%
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4/26/2024Sage Rhino Capital LLC46,967$852K0.2%+5.3%0.100%
4/25/2024Capital Investment Advisory Services LLC22,358$406K0.0%+25.0%0.047%
4/24/2024 PSI Advisors LLC170,406$3.09M1.1%+14.7%0.362%
4/24/2024Activest Wealth Management55,027$999K0.5%-54.8%0.117%
4/23/2024Global Retirement Partners LLC36,002$653K0.0%+11.8%0.076%
4/23/2024Tyche Wealth Partners LLC541,222$9.82M2.4%-1.2%1.149%
4/23/2024Raymond James Financial Services Advisors Inc.288,354$5.23M0.0%-24.1%0.612%
4/22/2024Raymond James & Associates912,464$16.56M0.0%+16.9%1.937%
4/19/2024Willis Johnson & Associates Inc.146,673$2.66M0.2%-2.6%0.311%
4/17/2024Cornerstone Wealth Group LLC694,902$12.61M1.2%+3.4%1.475%
(Data available from 1/1/2016 forward)

PREF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PREF shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Principal Spectrum Preferred Securities Active ETF. The most heavily invested institutionals were UBS Group AG ($120.07M), Bank of America Corp DE ($95.66M), Wells Fargo & Company MN ($78.15M), Berger Financial Group Inc ($24.29M), Wealth Enhancement Advisory Services LLC ($21.44M), Raymond James & Associates ($20.30M), and Benjamin Edwards Inc. ($14M).Learn more on PREF's institutional investors.

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

Of the 89 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 ($5.62M), Bank of America Corp DE ($3.28M), Berger Financial Group Inc ($1.39M), Raymond James & Associates ($1.02M), Wells Fargo & Company MN ($865.31K), Benjamin Edwards Inc. ($663.27K), and Benjamin F. Edwards & Company Inc. ($635.81K).

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

Institutional investors have bought a total of 19,956,001 shares in the last 24 months. This purchase volume represents approximately $433.64M in transactions.

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

Of the 51 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: 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), Principal Securities Inc. ($225.84K), and Truist Financial Corp ($177.45K).

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

Institutional investors have sold a total of 4,751,744 shares in the last 24 months. This volume of shares sold represents approximately $100.52M in transactions.


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This page (NYSEARCA:PREF) was last updated on 1/21/2025 by MarketBeat.com Staff
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