Free Trial
→ Warning: “DOGE Collapse” imminent (From Altimetry) (Ad) Buy PREF Stock  Free PREF Stock Alerts

Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership

Principal Spectrum Preferred Securities Active ETF logo
$18.36 +0.05 (+0.27%)
As of 04:10 PM Eastern
Compare

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)
$183.28M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$85.51M
Get PREF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Spectrum Preferred Securities Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PREF Institutional Buying and Selling by Quarter

Remove Ads

Principal Spectrum Preferred Securities Active ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Ibex Wealth Advisors93,464$1.75M0.2%-6.7%0.151%
4/15/2025Wealthcare Advisory Partners LLC43,442$812K0.0%+20.9%0.070%
4/14/2025 Farther Finance Advisors LLC14,289$266K0.0%-44.4%0.023%
4/14/2025 LexAurum Advisors LLC28,218$528K0.1%+17.9%0.046%
4/9/2025 Flagstar Advisors Inc.77,664$1.45M0.4%+8.4%0.126%
4/9/2025 Fiduciary Alliance LLC86,962$1.63M0.2%+1.3%0.141%
4/1/2025 MassMutual Private Wealth & Trust FSB133,072$2.49M0.1%-5.5%0.216%
3/17/2025Wealth 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%
2/18/2025Delta Investment Management LLC78,860$1.47M0.3%+3.4%0.164%
2/17/2025Willis Johnson & Associates Inc.115,994$2.16M0.2%-6.5%0.241%
2/17/2025Royal Bank of Canada2,934,200$54.61M0.0%+68.4%6.088%
2/17/2025MainStreet Investment Advisors LLC142,746$2.66M0.4%+31.0%0.296%
2/17/2025Coastal Bridge Advisors LLC19,214$358K0.1%N/A0.040%
2/17/2025Baird Financial Group Inc.301,042$5.60M0.0%-0.5%0.625%
2/17/2025Bank of America Corp DE8,900,444$165.64M0.0%+11.3%18.466%
2/17/2025Benjamin Edwards Inc.766,581$14.27M0.2%+3.0%1.590%
2/14/2025South Plains Financial Inc.11,578$215K0.2%N/A0.024%
2/14/2025Jane Street Group LLC48,264$898K0.0%-18.9%0.100%
2/14/2025Comerica Bank75,362$1.40M0.0%+35.9%0.156%
2/14/2025Berger Financial Group Inc356,724$6.64M0.5%+9.6%0.740%
2/14/2025Stifel Financial Corp97,855$1.82M0.0%-7.1%0.203%
2/13/2025NewEdge Advisors LLC139,079$2.59M0.0%+52.2%0.289%
2/13/2025Mariner LLC355,460$6.62M0.0%+6.1%0.737%
2/13/2025Rockefeller Capital Management L.P.95,423$1.78M0.0%+1.5%0.198%
2/13/2025Argent Trust Co40,305$750K0.0%-21.6%0.084%
2/13/2025Raymond James Financial Inc.1,760,104$32.76M0.0%N/A3.652%
2/13/2025Cerity Partners LLC108,922$2.03M0.0%+4.5%0.226%
2/13/2025Envestnet Asset Management Inc.218,761$4.07M0.0%-14.6%0.454%
2/13/2025Wells Fargo & Company MN3,049,746$56.76M0.0%-38.7%6.327%
2/12/2025Mechanics Financial Corp28,193$525K0.2%+2.5%0.058%
2/12/2025Orion Portfolio Solutions LLC68,299$1.27M0.0%+11.3%0.142%
2/12/2025JPMorgan Chase & Co.15,271$284K0.0%-62.7%0.032%
2/11/2025LPL Financial LLC1,797,114$33.44M0.0%+8.4%3.728%
2/10/2025Commonwealth 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%
2/7/2025Independent Advisor Alliance23,335$434K0.0%N/A0.048%
2/6/2025Raymond James Financial Inc.1,760,104$32.76M0.0%N/A3.652%
2/5/2025Smartleaf Asset Management LLC55,109$1.03M0.1%+22.0%0.114%
2/5/2025Heritage Wealth Management Inc.25,300$471K0.2%N/A0.052%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/5/2025Jacobi Capital Management LLC17,511$326K0.0%-13.6%0.036%
2/5/2025Private Trust Co. NA4,212$78K0.0%-43.9%0.009%
2/5/2025Flynn Zito Capital Management LLC294,458$5.48M2.5%-2.5%0.611%
2/5/2025 Whipplewood Advisors LLC20,112$374K0.2%N/A0.042%
2/4/2025Bank of New York Mellon Corp39,172$729K0.0%+6.3%0.081%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co16,500$307K0.0%+17.9%0.034%
2/4/2025IFP Advisors Inc9,483$176K0.0%+496.8%0.020%
2/3/2025Pinnacle Financial Partners Inc38,331$713K0.0%+5.3%0.080%
2/3/2025Private 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%
2/3/2025Laidlaw Wealth Management LLC40,160$747K0.3%+2.7%0.083%
1/31/2025Global Retirement Partners LLC25,184$469K0.0%-41.6%0.052%
1/31/2025Cornerstone Advisors Asset Management LLC448,319$8.34M1.8%+6.8%0.930%
1/31/2025Bank of Jackson Hole Trust10,100$188K0.1%N/A0.021%
1/31/2025Truist Financial Corp51,366$956K0.0%-54.7%0.107%
1/31/2025Sanctuary Advisors LLC61,100$1.15M0.0%-3.0%0.127%
1/31/2025Principal Financial Group Inc.196,035$3.65M0.0%+75.7%0.407%
1/31/2025J.W. Cole Advisors Inc.127,405$2.37M0.1%+4.6%0.264%
1/29/2025Stonebridge Financial Group LLC8,276$154K0.0%N/A0.017%
1/28/2025Compass Financial Services Inc6,348$118K0.1%N/A0.013%
1/28/2025Gilliland Jeter Wealth Management LLC79,132$1.47M0.5%-2.4%0.164%
1/27/2025Meadow Creek Wealth Advisors LLC105,918$1.97M1.4%+28.4%0.220%
1/27/2025Tyche Wealth Partners LLC594,931$11.07M2.3%-1.5%1.234%
1/27/2025Mirae Asset Global Investments Co. Ltd.88,500$1.65M0.0%N/A0.184%
1/24/2025U.S. Capital Wealth Advisors LLC38,667$720K0.0%N/A0.080%
1/23/2025Capital Investment Advisory Services LLC32,530$605K0.1%-21.8%0.067%
1/23/2025Ibex Wealth Advisors100,136$1.86M0.2%N/A0.208%
1/22/2025Bensler LLC436,330$8.12M1.0%N/A0.905%
1/21/2025GSB Wealth Management LLC65,795$1.22M0.3%N/A0.137%
1/21/2025 LexAurum Advisors LLC23,940$446K0.1%+40.1%0.050%
1/17/2025XML 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%
1/15/2025Wealthcare Advisory Partners LLC35,921$668K0.0%+3.9%0.075%
1/13/2025PSI 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%
1/10/2025Wealth 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
11/12/2024 Flagstar 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%
10/29/2024 Farther 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%
(Data available from 1/1/2016 forward)

Remove Ads

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 21,981,595 shares in the last 24 months. This purchase volume represents approximately $474.17M in transactions.

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

Of the 55 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 6,414,579 shares in the last 24 months. This volume of shares sold represents approximately $130.58M in transactions.


Related Companies

This page (NYSEARCA:PREF) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored