Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q1 2025 (March 31)115holders +11
17new positions
7sold out
$18.71avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 11 from Q4 2024. 17 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($172.6M), UBS Group AG ($131.8M) and Morgan Stanley ($114.3M).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q1 2025)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $37.7M |
| Exits | 7 | $4.0M |
All 13F filers, Q4 2024 → Q1 2025: 4,736,691 shares bought and 780,916 shares sold, net +3,955,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Bank of America Corp. | 0.02% | Add +3.7% | 9,229,323 | $172.6M |
| UBS Group AG | 0.03% | Add +6.0% | 7,046,166 | $131.8M |
| Morgan Stanley | 0.01% | Add +0.4% | 6,110,193 | $114.3M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 3,135,370 | $58.6M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 3,094,950 | $57.9M |
| IFC Advisors LLC | 10.84% | Add +17.6% | 2,777,729 | $51.9M |
| LPL Financial LLC | 0.02% | Add +17.4% | 2,109,257 | $39.4M |
| Raymond James Financial Inc. | 0.01% | Add +5.9% | 1,863,989 | $34.9M |
| Permanens Capital L.P. | 4.69% | New | 1,380,931 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.2% | 1,233,237 | $23.1M |
| Benjamin Edwards Inc. | 0.21% | Add +2.8% | 787,811 | $14.7M |
| Tyche Wealth Partners LLC | 2.45% | Add +1.6% | 604,771 | $11.3M |
| Bensler, LLC | 1.22% | Add +19.5% | 521,227 | $9.7M |
| Cornerstone Advisors Asset Management, LLC | 1.83% | Add +7.4% | 481,665 | $8.9M |
| Berger Financial Group, Inc | 0.52% | Add +12.9% | 402,626 | $7.5M |
| Mariner, LLC | 0.01% | Add +7.8% | 383,019 | $7.2M |
| Rogco, LP | 2.81% | Add +6.7% | 375,315 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 299,623 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.4% | 293,854 | $5.5M |
| AXS Investments LLC | 1.51% | New | 292,799 | $5.5M |
| PSI Advisors, LLC | 1.55% | Add +16.9% | 254,234 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 252,635 | $4.7M |
| Principal Financial Group Inc. | 0.00% | Add +17.4% | 230,176 | $4.3M |
| Principal Securities, Inc. | 0.09% | Add +0.8% | 220,868 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -38.8% | 212,829 | $4.0M |
| Grey Ledge Advisors, LLC | 0.95% | Add +193.6% | 193,168 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +196.0% | 161,797 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +9.1% | 151,736 | $2.8M |
| Legacy Bridge, LLC | 1.42% | Add +2.8% | 136,465 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +6.5% | 135,658 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -5.5% | 133,072 | $2.5M |
| MainStreet Investment Advisors LLC | 0.36% | Reduce -7.6% | 131,937 | $2.5M |
| Investment Partners, LTD. | 0.98% | Reduce -7.5% | 126,908 | $2.4M |
| Flynn Zito Capital Management, LLC | 1.01% | Reduce -59.9% | 118,106 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +136.4% | 114,087 | $2.1M |
| Meadow Creek Wealth Advisors LLC | 1.59% | Add +7.3% | 113,673 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +2.3% | 111,422 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -4.0% | 111,382 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.3% | 110,943 | $2.1M |
| Dearborn Partners LLC | 0.09% | Reduce -3.7% | 104,148 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +5.2% | 102,931 | $1.9M |
| &partners | 0.02% | Add +3.8% | 96,716 | $1.8M |
| Ibex Wealth Advisors | 0.23% | Reduce -6.7% | 93,464 | $1.7M |
| Fiduciary Alliance LLC | 0.16% | Add +1.3% | 86,962 | $1.6M |
| Comerica Bank | 0.01% | Add +12.6% | 84,864 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.52% | Reduce -0.6% | 78,693 | $1.5M |
| Flagstar Securities, Inc. | 0.37% | Add +8.4% | 77,664 | $1.5M |
| Lifeworks Advisors, LLC | 0.24% | New | 76,422 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +19.8% | 74,952 | $1.4M |
| Smartleaf Asset Management LLC | 0.13% | Add +28.4% | 70,734 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -26.8% | 64,810 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.8% | 64,054 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | New | 62,746 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +79.2% | 58,303 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +5.7% | 54,315 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 54,005 | $1.0M |
| First Citizens Financial Corp | 0.56% | Add +0.4% | 52,823 | $988K |
| FourThought Financial Partners, LLC | 0.10% | Add +3.4% | 50,311 | $941K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +20.9% | 43,442 | $812K |
| Argent Trust Co | 0.03% | No change | 40,305 | $754K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.9% | 40,160 | $751K |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 40,072 | $749K |
| Capital & Planning, LLC | 0.55% | Reduce -0.1% | 39,790 | $744K |
| Activest Wealth Management | 0.20% | Reduce -28.8% | 39,555 | $740K |
| Advisor Resource Council | 0.06% | New | 38,700 | $724K |
| Schnieders Capital Management LLC | 0.15% | No change | 36,650 | $685K |
| Henderson Brothers Financial Partners, LLC | 0.34% | — | 35,287 | $673K |
| Waverly Advisors, LLC | 0.01% | New | 35,574 | $665K |
| Grant/GrossMendelsohn, LLC | 0.35% | New | 34,241 | $633K |
| Susquehanna International Group, LLP | 0.00% | New | 30,883 | $578K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -21.0% | 30,272 | $566K |
| Mechanics Financial Corp | 0.25% | Add +5.4% | 29,718 | $556K |
| LexAurum Advisors, LLC | 0.10% | Add +17.9% | 28,218 | $528K |
| BTG Pactual Asset Management US LLC | 0.06% | Add +53.8% | 25,772 | $482K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +33.6% | 25,663 | $480K |
| Heritage Wealth Management, Inc. | 0.16% | No change | 25,300 | $473K |
| Whipplewood Advisors, LLC | 0.24% | Reduce -96.5% | 700 | $407K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 20,653 | $386K |
| IFP Advisors, Inc | 0.01% | Add +106.0% | 19,540 | $365K |
| XML Financial, LLC | 0.03% | Reduce -3.9% | 18,516 | $346K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -74.4% | 17,468 | $327K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -74.4% | 17,468 | $327K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.7% | 17,043 | $319K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 16,500 | $309K |
| Axxcess Wealth Management, LLC | 0.01% | New | 15,456 | $289K |
| Ehrlich Financial Group | 0.20% | Reduce -1.5% | 14,719 | $275K |
| VestGen Advisors, LLC | 0.01% | — | 14,694 | $275K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -44.4% | 14,289 | $266K |
| DAVENPORT & Co LLC | 0.00% | New | 12,253 | $229K |
| South Plains Financial, Inc. | 0.18% | Add +4.6% | 12,112 | $226K |
| Wealth Management Resources, Inc. | 0.08% | New | 11,497 | $215K |
| Main Street Financial Solutions, LLC | 0.02% | New | 11,264 | $211K |
| Griffith & Werner, Inc. | 0.13% | Add +0.8% | 11,029 | $206K |
| Platform Technology Partners | 0.06% | New | 11,000 | $206K |
| Cwm, LLC | 0.00% | Add +0.8% | 10,413 | $195K |
| WealthShield Partners, LLC | 0.02% | Add +0.1% | 10,294 | $192K |
| 2UniFi Bank | 0.12% | No change | 10,100 | $190K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 10,111 | $187K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 9,797 | $183K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 8,276 | $155K |
| Compass Financial Services Inc | 0.06% | Reduce -5.9% | 5,975 | $112K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,000 | $94K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,120 | $77K |
| Private Trust Co. NA | 0.01% | Reduce -18.9% | 3,414 | $64K |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.8% | 2,468 | $46K |
| Asset Dedication, LLC | 0.00% | New | 1,780 | $33K |
| US Bancorp \de | 0.00% | No change | 1,600 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -43.7% | 1,500 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,340 | $25K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -14.1% | 535 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 495 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 185 | $3K |
| Caldwell Trust Co | 0.00% | New | 162 | $3K |
| FMR LLC | 0.00% | New | 33 | $608 |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.6% | 30 | $561 |
"% 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.