PREF institutional holders

PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding134
Shares held74,648,333
Reported value$1.4bn
Quarter flows19 new, 62 added, 35 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PRINCIPAL FINANCIAL GROUP INC13,417,050$255.5m0.1%
BANK OF AMERICA CORP /DE/11,822,114$225.3m0.0%
UBS Group AG7,713,331$147.0m0.0%
MORGAN STANLEY7,188,556$137.0m0.0%
WELLS FARGO & COMPANY/MN4,565,964$87.0m0.0%
LPL Financial LLC3,227,005$61.5m0.0%
ROYAL BANK OF CANADA3,157,079$60.2m0.0%
IFC Advisors LLC2,773,798$52.9m6.7%
RAYMOND JAMES FINANCIAL INC1,922,757$36.6m0.0%
AMERIPRISE FINANCIAL INC1,900,115$36.2m0.0%
PRINCIPAL SECURITIES, INC.1,419,536$27.1m0.3%
ENVESTNET ASSET MANAGEMENT INC1,303,346$24.8m0.0%
Permanens Capital L.P.1,104,859$21.1m2.2%
Bensler, LLC927,050$17.7m1.6%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC842,806$16.1m2.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC633,860$12.0m0.0%
BENJAMIN EDWARDS INC614,837$11.7m0.1%
Private Advisor Group, LLC575,695$11.0m0.1%
Berger Financial Group, Inc441,919$8.4m0.4%
L2 Asset Management, LLC437,360$8.3m0.9%
ROGCO, LP406,720$7.8m2.4%
Capital Investment Advisory Services, LLC397,911$7.6m0.5%
DAYMARK WEALTH PARTNERS, LLC381,019$7.3m0.2%
NewEdge Advisors, LLC364,543$6.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO341,695$6.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PREF"). PREF price history · All 13F data

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