Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q2 2025 (June 30)124holders +9
21new positions
10sold out
$18.97avg. 13F price*
At the end of Q2 2025, 124 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 9 from Q1 2025. 21 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($193.9M), UBS Group AG ($131.3M) and Morgan Stanley ($116.8M).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q2 2025)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.4M |
| Exits | 10 | $9.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,005,749 shares bought and 1,557,686 shares sold, net +2,448,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Bank of America Corp. | 0.02% | Add +10.8% | 10,222,023 | $193.9M |
| UBS Group AG | 0.03% | Reduce -1.8% | 6,921,965 | $131.3M |
| Morgan Stanley | 0.01% | Add +0.8% | 6,156,993 | $116.8M |
| Wells Fargo & Company | 0.01% | Add +3.7% | 3,250,027 | $61.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.7% | 3,073,039 | $58.3M |
| IFC Advisors LLC | 10.00% | Add +1.5% | 2,819,142 | $53.5M |
| LPL Financial LLC | 0.02% | Add +32.3% | 2,791,483 | $53.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.8% | 1,532,641 | $29.1M |
| Permanens Capital L.P. | 3.93% | Add +10.1% | 1,520,729 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.6% | 1,213,739 | $23.0M |
| Benjamin Edwards Inc. | 0.17% | Reduce -12.0% | 693,069 | $13.1M |
| Bensler, LLC | 1.24% | Add +11.7% | 582,078 | $11.0M |
| Cornerstone Advisors Asset Management, LLC | 1.92% | Add +9.2% | 525,948 | $10.0M |
| Mariner, LLC | 0.01% | Add +31.8% | 504,757 | $9.6M |
| Principal Securities, Inc. | 0.15% | Add +94.4% | 429,357 | $8.1M |
| Berger Financial Group, Inc | 0.52% | Add +5.6% | 425,217 | $8.1M |
| Tyche Wealth Partners LLC | 1.55% | Reduce -32.5% | 408,148 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +59.7% | 403,476 | $7.7M |
| Rogco, LP | 2.72% | Add +1.4% | 380,684 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 305,236 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 292,424 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Add +23.4% | 284,025 | $5.4M |
| Focus Partners Wealth | 0.01% | New | 242,920 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +45.8% | 235,944 | $4.5M |
| AXS Investments LLC | 1.77% | Reduce -22.2% | 227,778 | $4.3M |
| Grey Ledge Advisors, LLC | 1.04% | Add +16.1% | 224,275 | $4.3M |
| KWB Wealth | 0.48% | New | 209,390 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.6% | 181,787 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +4.6% | 158,682 | $3.0M |
| Creative Planning | 0.00% | New | 138,387 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +0.8% | 136,786 | $2.6M |
| MainStreet Investment Advisors LLC | 0.34% | Reduce -0.7% | 131,041 | $2.5M |
| Meadow Creek Wealth Advisors LLC | 1.67% | Add +14.8% | 130,435 | $2.5M |
| Legacy Bridge, LLC | 1.17% | Reduce -4.5% | 130,360 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -2.9% | 129,186 | $2.5M |
| Flynn Zito Capital Management, LLC | 0.94% | Reduce -0.6% | 117,386 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.8% | 117,383 | $2.2M |
| Fiduciary Alliance LLC | 0.15% | Add +18.6% | 103,095 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +58.7% | 102,829 | $2.0M |
| Willis Johnson & Associates, Inc. | 0.13% | Reduce -7.8% | 102,645 | $1.9M |
| Investment Partners, LTD. | 0.71% | Reduce -21.6% | 99,541 | $1.9M |
| Ibex Wealth Advisors | 0.19% | Add +2.3% | 95,623 | $1.8M |
| &partners | 0.01% | Reduce -2.0% | 94,733 | $1.8M |
| Fig Financial Advisory Services Inc. | 1.19% | New | 93,655 | $1.8M |
| Comerica Bank | 0.01% | Add +5.2% | 89,256 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -16.6% | 85,845 | $1.6M |
| Dearborn Partners LLC | 0.08% | Reduce -19.1% | 84,284 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.49% | Reduce -0.1% | 78,615 | $1.5M |
| Flagstar Securities, Inc. | 0.41% | Add +1.2% | 78,578 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 78,543 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -29.7% | 78,346 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3031.9% | 77,295 | $1.5M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -4.0% | 73,375 | $1.4M |
| Boreal Capital Management LLC | 1.22% | — | 66,894 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.9% | 65,245 | $1.2M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -15.2% | 60,010 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Add +11.9% | 56,278 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 56,237 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -4.6% | 55,603 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 54,005 | $1.0M |
| First Citizens Financial Corp | 0.53% | Reduce -3.7% | 50,847 | $965K |
| Essex Financial Services, Inc. | 0.06% | New | 47,378 | $899K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.5% | 44,543 | $845K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 43,885 | $832K |
| Activest Wealth Management | 0.18% | Reduce -0.2% | 39,474 | $749K |
| MML Investors Services, LLC | 0.00% | New | 38,426 | $729K |
| Capital & Planning, LLC | 0.49% | Reduce -3.6% | 38,340 | $727K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 38,024 | $721K |
| Mechanics Financial Corp | 0.30% | Add +23.5% | 36,694 | $696K |
| Schnieders Capital Management LLC | 0.12% | No change | 36,650 | $695K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -10.0% | 36,157 | $686K |
| Insigneo Advisory Services, LLC | 0.06% | New | 35,434 | $672K |
| LexAurum Advisors, LLC | 0.10% | Add +22.2% | 34,488 | $654K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.8% | 34,241 | $650K |
| Argent Trust Co | 0.02% | Reduce -20.4% | 32,096 | $609K |
| Susquehanna International Group, LLP | 0.00% | Add +2.7% | 31,705 | $601K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 30,272 | $574K |
| BTG Pactual Asset Management US LLC | 0.07% | Add +8.7% | 28,025 | $532K |
| Coastal Bridge Advisors, LLC | 0.04% | No change | 25,663 | $487K |
| Heritage Wealth Management, Inc. | 0.16% | No change | 25,300 | $480K |
| Everett Harris & Co. | 0.01% | New | 23,500 | $446K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 21,739 | $412K |
| Stephens Inc. | 0.01% | New | 20,417 | $387K |
| Financial Advocates Investment Management | 0.03% | New | 19,965 | $379K |
| Whipplewood Advisors, LLC | 0.20% | Add +2697.6% | 19,583 | $371K |
| IFP Advisors, Inc | 0.01% | No change | 19,540 | $371K |
| Platform Technology Partners | 0.09% | Add +72.7% | 19,000 | $360K |
| XML Financial, LLC | 0.03% | Add +1.1% | 18,718 | $355K |
| FSC Wealth Advisors, LLC | 0.21% | New | 17,675 | $335K |
| Cascade Financial Partners, LLC | 0.04% | New | 17,399 | $330K |
| Jacobi Capital Management LLC | 0.02% | Reduce -1.5% | 16,783 | $318K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.9% | 16,616 | $315K |
| Ehrlich Financial Group | 0.20% | Add +12.8% | 16,597 | $315K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 16,500 | $313K |
| VestGen Advisors, LLC | 0.01% | No change | 14,694 | $277K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.0% | 13,602 | $258K |
| South Plains Financial, Inc. | 0.16% | Reduce -2.7% | 11,787 | $223K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.1% | 11,753 | $223K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.2% | 11,396 | $216K |
| Grant Private Wealth Management Inc | 0.12% | New | 11,159 | $212K |
| WealthShield Partners, LLC | 0.02% | Add +5.0% | 10,814 | $205K |
| Cwm, LLC | 0.00% | Add +1.2% | 10,535 | $200K |
| Resurgent Financial Advisors LLC | 0.11% | New | 10,268 | $195K |
| 2UniFi Bank | 0.11% | No change | 10,100 | $192K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 10,111 | $191K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -16.3% | 8,205 | $156K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +48.9% | 6,135 | $116K |
| Private Trust Co. NA | 0.01% | Add +78.5% | 6,094 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,000 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +92.3% | 2,577 | $49K |
| Assetmark, Inc. | 0.00% | New | 2,390 | $45K |
| US Bancorp \de | 0.00% | No change | 1,600 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,500 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.6% | 915 | $17K |
| Hantz Financial Services, Inc. | 0.00% | New | 800 | $15K |
| SouthState Bank Corp | 0.00% | New | 740 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 495 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -15.3% | 453 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 428 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 285 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 200 | $4K |
| FMR LLC | 0.00% | Add +24.2% | 41 | $762 |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.7% | 10 | $190 |
| Global Retirement Partners, LLC | 0.00% | — | 5 | $95 |
"% 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.