Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q3 2025 (September 30)125holders +1
11new positions
12sold out
1famous investor
$19.14avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 1 from Q2 2025. 11 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($205.7M), UBS Group AG ($135.6M) and Morgan Stanley ($126.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q3 2025)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $37.6M |
| Exits | 12 | $7.6M |
All 13F filers, Q2 2025 → Q3 2025: 4,656,575 shares bought and 1,188,295 shares sold, net +3,468,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Bank of America Corp. | 0.02% | Add +5.1% | 10,746,893 | $205.7M |
| UBS Group AG | 0.03% | Add +2.3% | 7,083,973 | $135.6M |
| Morgan Stanley | 0.01% | Add +7.1% | 6,594,391 | $126.2M |
| Wells Fargo & Company | 0.01% | Add +10.5% | 3,592,561 | $68.8M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 3,106,603 | $59.5M |
| LPL Financial LLC | 0.02% | Reduce -2.5% | 2,721,869 | $52.1M |
| IFC Advisors LLC | 9.20% | Reduce -7.0% | 2,622,964 | $50.2M |
| Raymond James Financial Inc. | 0.01% | Add +9.9% | 1,684,126 | $32.2M |
| Permanens Capital L.P. | 4.19% | Reduce -3.4% | 1,468,514 | $28.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.4% | 1,209,282 | $23.1M |
| Ameriprise Financial Inc. | 0.00% | New | 1,080,140 | $20.7M |
| Benjamin Edwards Inc. | 0.15% | Add +2.3% | 708,716 | $13.6M |
| Principal Securities, Inc. | 0.21% | Add +56.7% | 672,795 | $12.9M |
| Bensler, LLC | 1.28% | Add +10.4% | 642,765 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +58.7% | 640,491 | $12.3M |
| Cornerstone Advisors Asset Management, LLC | 1.88% | Add +7.1% | 563,152 | $10.8M |
| Mariner, LLC | 0.01% | Add +2.0% | 514,999 | $9.9M |
| Berger Financial Group, Inc | 0.49% | Add +1.2% | 430,277 | $8.2M |
| Tyche Wealth Partners LLC | 1.35% | Reduce -1.6% | 401,701 | $7.7M |
| Rogco, LP | 2.58% | Add +0.8% | 383,703 | $7.3M |
| NewEdge Advisors, LLC | 0.03% | Add +88.5% | 299,184 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.7% | 287,794 | $5.5M |
| PSI Advisors, LLC | 1.42% | New | 285,922 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.5% | 271,285 | $5.2M |
| L2 Asset Management, LLC | 0.72% | New | 261,442 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.9% | 254,632 | $4.9M |
| Ocean Park Asset Management, LLC | 0.19% | New | 246,100 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -15.9% | 245,873 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +0.7% | 244,560 | $4.7M |
| Grey Ledge Advisors, LLC | 1.04% | Add +7.3% | 240,643 | $4.6M |
| AXS Investments LLC | 1.16% | Reduce -15.5% | 192,568 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +3.1% | 187,379 | $3.6M |
| Creative Planning | 0.00% | Add +1.6% | 140,577 | $2.7M |
| MainStreet Investment Advisors LLC | 0.35% | Add +4.2% | 136,489 | $2.6M |
| Meadow Creek Wealth Advisors LLC | 1.73% | Add +4.7% | 136,569 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -0.5% | 136,138 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +2.9% | 132,969 | $2.5M |
| Legacy Bridge, LLC | 1.03% | Reduce -0.8% | 129,345 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 119,039 | $2.3M |
| Fiduciary Alliance LLC | 0.15% | Add +14.7% | 118,294 | $2.3M |
| &partners | 0.01% | Add +10.4% | 104,577 | $2.0M |
| Insigneo Advisory Services, LLC | 0.14% | Add +190.3% | 102,881 | $2.0M |
| Willis Johnson & Associates, Inc. | 0.12% | Reduce -1.2% | 101,442 | $1.9M |
| Investment Partners, LTD. | 0.67% | No change | 99,541 | $1.9M |
| Comerica Bank | 0.01% | Add +6.8% | 95,318 | $1.8M |
| Ibex Wealth Advisors | 0.17% | Reduce -1.4% | 94,264 | $1.8M |
| Dearborn Partners LLC | 0.08% | Add +6.8% | 90,032 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 86,416 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 85,213 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.47% | Add +0.3% | 78,848 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.3% | 74,564 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -2.2% | 71,789 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -14.2% | 67,243 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +17.6% | 66,150 | $1.3M |
| Flagstar Securities, Inc. | 0.39% | Reduce -15.9% | 66,118 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +13.5% | 63,890 | $1.2M |
| First Citizens Financial Corp | 0.56% | Add +16.7% | 59,335 | $1.1M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -1.5% | 59,095 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +3.9% | 57,759 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +26.7% | 55,610 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.38% | Reduce -53.8% | 54,209 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +33.3% | 51,238 | $981K |
| Bank of New York Mellon Corp | 0.00% | Add +26.6% | 48,153 | $922K |
| Essex Financial Services, Inc. | 0.05% | No change | 47,378 | $907K |
| LexAurum Advisors, LLC | 0.12% | Add +29.0% | 44,477 | $851K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.1% | 44,476 | $851K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -57.4% | 43,829 | $839K |
| Capital & Planning, LLC | 0.46% | Add +0.6% | 38,565 | $738K |
| Mechanics Financial Corp | 0.27% | Add +0.6% | 36,894 | $706K |
| Schnieders Capital Management, Llc. | 0.11% | — | 36,650 | $701K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.8% | 32,941 | $630K |
| Activest Wealth Management | 0.13% | Reduce -18.2% | 32,306 | $618K |
| Argent Trust Co | 0.02% | Reduce -4.4% | 30,673 | $587K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -15.3% | 30,618 | $586K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +18.9% | 30,517 | $584K |
| BTG Pactual Asset Management US LLC | 0.07% | Add +7.5% | 30,136 | $572K |
| UMB Bank, n.a. | 0.01% | Reduce -46.4% | 28,933 | $554K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -9.3% | 27,460 | $526K |
| Citadel Advisors | 0.00% | New | 26,385 | $505K |
| Heritage Wealth Management, Inc. | 0.15% | Add +2.3% | 25,882 | $495K |
| Everett Harris & Co. | 0.01% | No change | 23,500 | $450K |
| MBL Wealth, LLC | 0.04% | New | 23,000 | $440K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.2% | 22,658 | $434K |
| Resurgent Financial Advisors LLC | 0.21% | Add +113.0% | 21,872 | $419K |
| Stephens Inc. | 0.01% | Add +1.3% | 20,688 | $396K |
| FSC Wealth Advisors, LLC | 0.23% | Add +15.8% | 20,475 | $392K |
| Whipplewood Advisors, LLC | 0.25% | Add +1.2% | 19,818 | $379K |
| Platform Technology Partners | 0.09% | No change | 19,000 | $364K |
| XML Financial, LLC | 0.03% | Add +1.2% | 18,947 | $363K |
| Boreal Capital Management LLC | 0.31% | Reduce -74.9% | 16,818 | $322K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 16,500 | $316K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.2% | 15,914 | $305K |
| Advisory Services Network, LLC | 0.00% | New | 15,712 | $301K |
| Ehrlich Financial Group | 0.17% | Reduce -8.8% | 15,144 | $290K |
| Adapt Wealth Advisors, LLC | 0.11% | New | 14,874 | $285K |
| VestGen Advisors, LLC | 0.01% | No change | 14,694 | $281K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 13,610 | $260K |
| Cetera Investment Advisers | 0.00% | New | 12,836 | $246K |
| South Plains Financial, Inc. | 0.14% | No change | 11,787 | $225K |
| Main Street Financial Solutions, LLC | 0.01% | Add +1.2% | 11,536 | $221K |
"% 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.