Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q4 2024 (December 31)104holders +12
10new positions
4sold out
$18.61avg. 13F price*
At the end of Q4 2024, 104 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 12 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($165.6M), UBS Group AG ($123.8M) and Morgan Stanley ($113.3M).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q4 2024)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $14.9M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,733,446 shares bought and 2,513,743 shares sold, net +2,219,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Bank of America Corp. | 0.02% | Add +11.3% | 8,900,444 | $165.6M |
| UBS Group AG | 0.03% | Add +2.1% | 6,650,709 | $123.8M |
| Morgan Stanley | 0.01% | Add +15.2% | 6,086,417 | $113.3M |
| Wells Fargo & Company | 0.01% | Reduce -38.7% | 3,049,746 | $56.8M |
| Royal Bank of Canada | 0.01% | Add +68.4% | 2,934,200 | $54.6M |
| IFC Advisors LLC | 9.58% | — | 2,362,552 | $44.0M |
| LPL Financial LLC | 0.01% | Add +8.4% | 1,797,114 | $33.4M |
| Raymond James Financial Inc. | 0.01% | — | 1,760,105 | $32.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.6% | 1,172,413 | $21.8M |
| Benjamin Edwards Inc. | 0.20% | Add +3.0% | 766,581 | $14.3M |
| Tyche Wealth Partners LLC | 2.34% | Reduce -1.5% | 594,931 | $11.1M |
| Cornerstone Advisors Asset Management, LLC | 1.80% | Add +6.8% | 448,319 | $8.3M |
| Bensler, LLC | 0.97% | New | 436,330 | $8.1M |
| Berger Financial Group, Inc | 0.46% | Add +9.6% | 356,724 | $6.6M |
| Mariner, LLC | 0.01% | Add +6.1% | 355,460 | $6.6M |
| Rogco, LP | 2.67% | Add +0.1% | 351,683 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Add +240.4% | 347,912 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 303,319 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 301,042 | $5.6M |
| Flynn Zito Capital Management, LLC | 2.55% | Reduce -2.5% | 294,458 | $5.5M |
| Principal Securities, Inc. | 0.09% | Reduce -0.1% | 219,082 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 218,761 | $4.1M |
| PSI Advisors, LLC | 1.20% | Add +1.3% | 217,448 | $4.0M |
| Principal Financial Group Inc. | 0.00% | Add +75.7% | 196,035 | $3.6M |
| MainStreet Investment Advisors LLC | 0.37% | Add +31.0% | 142,746 | $2.7M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +24.3% | 140,891 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +52.2% | 139,079 | $2.6M |
| Investment Partners, LTD. | 1.05% | No change | 137,131 | $2.6M |
| Legacy Bridge, LLC | 1.29% | Add +0.3% | 132,780 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +4.6% | 127,405 | $2.4M |
| Willis Johnson & Associates, Inc. | 0.17% | Reduce -6.5% | 115,994 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +4.5% | 108,922 | $2.0M |
| Dearborn Partners LLC | 0.08% | Add +0.2% | 108,156 | $2.0M |
| Meadow Creek Wealth Advisors LLC | 1.42% | Add +28.4% | 105,918 | $2.0M |
| Ibex Wealth Advisors | 0.22% | New | 100,136 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 97,855 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.5% | 95,423 | $1.8M |
| &partners | 0.02% | Add +98.7% | 93,148 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 88,500 | $1.6M |
| Fiduciary Alliance LLC | 0.16% | Add +14.0% | 85,843 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.50% | Reduce -2.4% | 79,132 | $1.5M |
| Delta Investment Management, LLC | 0.29% | Add +3.4% | 78,860 | $1.5M |
| Comerica Bank | 0.01% | Add +35.9% | 75,362 | $1.4M |
| Flagstar Securities, Inc. | 0.33% | Add +4.5% | 71,655 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.3% | 68,299 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +11.3% | 68,299 | $1.3M |
| Grey Ledge Advisors, LLC | 0.32% | New | 65,795 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 62,590 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -82.0% | 61,735 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.0% | 61,100 | $1.1M |
| Activest Wealth Management | 0.29% | Add +0.7% | 55,562 | $1.0M |
| Smartleaf Asset Management LLC | 0.10% | Add +22.0% | 55,109 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +49.8% | 54,669 | $1.0M |
| UMB Bank, n.a. | 0.02% | Reduce -13.1% | 54,005 | $1.0M |
| First Citizens Financial Corp | 0.53% | Add +2.5% | 52,609 | $979K |
| Truist Financial Corp. | 0.00% | Reduce -54.7% | 51,366 | $956K |
| FourThought Financial Partners, LLC | 0.09% | Add +1.0% | 48,673 | $906K |
| Jane Street Group, LLC | 0.00% | Reduce -18.9% | 48,264 | $898K |
| Argent Trust Co | 0.03% | Reduce -21.6% | 40,305 | $750K |
| Laidlaw Wealth Management LLC | 0.33% | Add +2.7% | 40,160 | $747K |
| Capital & Planning, LLC | 0.54% | — | 39,840 | $741K |
| Bank of New York Mellon Corp | 0.00% | Add +6.3% | 39,172 | $729K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 38,667 | $720K |
| Pinnacle Financial Partners Inc | 0.01% | Add +5.3% | 38,331 | $713K |
| Schnieders Capital Management LLC | 0.14% | No change | 36,650 | $682K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.9% | 35,921 | $668K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -21.8% | 32,530 | $605K |
| Mechanics Financial Corp | 0.24% | Add +2.5% | 28,193 | $525K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -8.0% | 25,700 | $478K |
| Heritage Wealth Management, Inc. | 0.16% | New | 25,300 | $471K |
| Global Retirement Partners, LLC | 0.01% | Reduce -41.6% | 25,184 | $469K |
| LexAurum Advisors, LLC | 0.09% | Add +40.1% | 23,940 | $446K |
| Independent Advisor Alliance | 0.01% | New | 23,335 | $434K |
| Whipplewood Advisors, LLC | 0.21% | — | 20,112 | $374K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 19,984 | $372K |
| XML Financial, LLC | 0.03% | Reduce -5.3% | 19,276 | $359K |
| Coastal Bridge Advisors, LLC | 0.09% | New | 19,214 | $358K |
| Jacobi Capital Management LLC | 0.02% | Reduce -13.6% | 17,511 | $326K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 16,762 | $313K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +17.9% | 16,500 | $307K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.7% | 15,271 | $284K |
| Ehrlich Financial Group | 0.20% | Add +9.5% | 14,940 | $278K |
| South Plains Financial, Inc. | 0.16% | — | 11,578 | $215K |
| Griffith & Werner, Inc. | 0.13% | — | 10,940 | $204K |
| Belpointe Asset Management LLC | 0.01% | Add +1.8% | 10,969 | $203K |
| Cwm, LLC | 0.00% | Add +1.6% | 10,329 | $192K |
| WealthShield Partners, LLC | 0.03% | Add +0.2% | 10,283 | $191K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.1% | 10,111 | $189K |
| 2UniFi Bank | 0.13% | — | 10,100 | $188K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 9,797 | $182K |
| IFP Advisors, Inc | 0.01% | Add +496.8% | 9,483 | $176K |
| Stonebridge Financial Group, LLC | 0.02% | — | 8,276 | $154K |
| Compass Financial Services Inc | 0.07% | — | 6,348 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,000 | $93K |
| Private Trust Co. NA | 0.01% | Reduce -43.9% | 4,212 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,120 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,666 | $50K |
| US Bancorp \de | 0.00% | No change | 1,600 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,000 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 794 | $15K |
| Cape Investment Advisory, Inc. | 0.00% | New | 623 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 495 | $9K |
| BNP Paribas Financial Markets | 0.00% | Add +23.8% | 224 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | New | 185 | $3K |
"% of holder's portfolio" is PREF's weight in each manager's 13F, not the share of Pri Spe Pre Sec Acti-Usd Inc. the manager owns.