Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q4 2025 (December 31)133holders +8
17new positions
11sold out
1famous investor
$19.08avg. 13F price*
At the end of Q4 2025, 133 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 8 from Q3 2025. 17 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($214.4M), UBS Group AG ($137.0M) and Morgan Stanley ($130.9M). 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 (Q4 2025)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.8M |
| Exits | 11 | $3.2M |
All 13F filers, Q3 2025 → Q4 2025: 4,145,286 shares bought and 708,280 shares sold, net +3,437,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Bank of America Corp. | 0.02% | Add +4.6% | 11,245,070 | $214.4M |
| UBS Group AG | 0.03% | Add +1.4% | 7,181,546 | $137.0M |
| Morgan Stanley | 0.01% | Add +4.1% | 6,865,997 | $130.9M |
| Wells Fargo & Company | 0.01% | Add +10.0% | 3,952,097 | $75.4M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 3,313,098 | $63.2M |
| LPL Financial LLC | 0.02% | Add +11.3% | 3,030,604 | $57.8M |
| IFC Advisors LLC | 7.47% | Add +2.3% | 2,682,109 | $51.1M |
| Raymond James Financial Inc. | 0.01% | Add +12.3% | 1,891,256 | $36.1M |
| Ameriprise Financial Inc. | 0.01% | Add +64.4% | 1,775,975 | $33.9M |
| Permanens Capital L.P. | 4.27% | Add +16.8% | 1,715,767 | $32.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.8% | 1,188,051 | $22.7M |
| Principal Securities, Inc. | 0.27% | Add +37.8% | 927,395 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.3% | 809,086 | $15.4M |
| Bensler, LLC | 1.35% | Add +10.1% | 707,404 | $13.5M |
| Benjamin Edwards Inc. | 0.15% | Reduce -2.4% | 691,936 | $13.2M |
| Cornerstone Advisors Asset Management, LLC | 1.90% | Add +9.3% | 615,452 | $11.7M |
| Mariner, LLC | 0.01% | Add +7.5% | 553,600 | $10.6M |
| Berger Financial Group, Inc | 0.50% | Add +5.8% | 455,416 | $8.7M |
| Rogco, LP | 2.44% | Add +0.9% | 387,187 | $7.4M |
| Tyche Wealth Partners LLC | 1.16% | Reduce -4.4% | 384,025 | $7.3M |
| NewEdge Advisors, LLC | 0.02% | Add +16.6% | 348,879 | $6.7M |
| L2 Asset Management, LLC | 0.80% | Add +20.7% | 315,644 | $6.0M |
| PSI Advisors, LLC | 1.44% | Add +1.8% | 291,119 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 268,683 | $5.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.9% | 266,255 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +6.5% | 260,375 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 248,905 | $4.7M |
| Grey Ledge Advisors, LLC | 0.90% | Reduce -13.3% | 208,749 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +9.1% | 204,334 | $3.9M |
| Ocean Park Asset Management, LLC | 0.17% | Reduce -22.0% | 192,000 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +36.8% | 162,835 | $3.1M |
| Miller Global Investments, LLC | 2.73% | — | 157,891 | $3.0M |
| Creative Planning | 0.00% | Add +2.2% | 143,726 | $2.7M |
| Meadow Creek Wealth Advisors LLC | 1.70% | Add +1.9% | 139,176 | $2.7M |
| Focused Alpha, LLC | 0.78% | — | 138,592 | $2.6M |
| MainStreet Investment Advisors LLC | 0.37% | Reduce -0.6% | 135,650 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +1.3% | 134,715 | $2.6M |
| Fiduciary Alliance LLC | 0.17% | Add +13.4% | 134,118 | $2.6M |
| Insigneo Advisory Services, LLC | 0.18% | Add +30.3% | 134,031 | $2.6M |
| Legacy Bridge, LLC | 0.97% | Reduce -2.9% | 125,605 | $2.4M |
| AXS Investments LLC | 0.81% | Reduce -36.1% | 123,103 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -14.0% | 117,090 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +46.7% | 109,376 | $2.1M |
| Comerica Bank | 0.01% | Add +13.9% | 108,546 | $2.1M |
| &partners | 0.01% | Reduce -0.8% | 103,787 | $2.0M |
| Investment Partners, LTD. | 0.66% | No change | 99,541 | $1.9M |
| Willis Johnson & Associates, Inc. | 0.12% | Reduce -2.1% | 99,339 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 90,359 | $1.7M |
| Dearborn Partners LLC | 0.08% | Reduce -2.7% | 87,611 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +80.6% | 86,948 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 84,662 | $1.6M |
| Ibex Wealth Advisors | 0.15% | Reduce -12.5% | 82,440 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -68.3% | 80,592 | $1.5M |
| Gilliland Jeter Wealth Management LLC | 0.45% | Reduce -0.8% | 78,202 | $1.5M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -1.4% | 70,777 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +5.3% | 67,288 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +14.4% | 66,090 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 65,242 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -3.0% | 65,238 | $1.2M |
| First Citizens Financial Corp | 0.57% | Add +2.5% | 60,814 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +15.3% | 59,073 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.37% | Reduce -0.8% | 53,776 | $1.0M |
| Flagstar Securities, Inc. | 0.33% | Reduce -20.7% | 52,439 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -10.0% | 50,027 | $954K |
| Valor Advisors LLC | 0.78% | — | 49,143 | $937K |
| Essex Financial Services, Inc. | 0.05% | No change | 47,378 | $903K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -20.0% | 47,286 | $901K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.1% | 44,742 | $853K |
| Mengis Capital Management, Inc. | 0.14% | New | 42,415 | $809K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 40,379 | $770K |
| Jane Street Group, LLC | 0.00% | New | 39,402 | $751K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +26.5% | 38,733 | $739K |
| Schnieders Capital Management, Llc. | 0.11% | No change | 36,650 | $699K |
| Mechanics Financial Corp | 0.25% | Reduce -3.9% | 35,449 | $676K |
| Prospera Financial Services Inc | 0.01% | New | 33,060 | $630K |
| Activest Wealth Management | 0.12% | Add +0.5% | 32,473 | $619K |
| Heritage Wealth Management, Inc. | 0.17% | Add +22.5% | 31,710 | $605K |
| BTG Pactual Asset Management US LLC | 0.07% | Add +4.5% | 31,478 | $597K |
| Coastal Bridge Advisors, LLC | 0.04% | No change | 30,517 | $582K |
| Argent Trust Co | 0.02% | Reduce -1.8% | 30,123 | $574K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.3% | 29,867 | $570K |
| UMB Bank, n.a. | 0.01% | Reduce -7.5% | 26,764 | $510K |
| Diversified Trust Co. | 0.01% | New | 25,333 | $483K |
| Resurgent Financial Advisors LLC | 0.23% | Add +11.2% | 24,319 | $464K |
| Cordatus Wealth Management LLC | 0.10% | New | 23,260 | $444K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 23,037 | $439K |
| MBL Wealth, LLC | 0.03% | Reduce -2.2% | 22,500 | $429K |
| Whipplewood Advisors, LLC | 0.25% | Add +1.4% | 20,087 | $383K |
| Citadel Advisors | 0.00% | Reduce -24.7% | 19,869 | $379K |
| Stephens Inc. | 0.00% | Reduce -5.6% | 19,536 | $373K |
| XML Financial, LLC | 0.03% | Add +1.8% | 19,278 | $368K |
| Platform Technology Partners | 0.08% | No change | 19,000 | $362K |
| Advisory Services Network, LLC | 0.01% | Add +20.2% | 18,888 | $360K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 16,500 | $315K |
| VestGen Advisors, LLC | 0.01% | Add +2.3% | 15,032 | $287K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 13,610 | $260K |
| Everett Harris & Co. | 0.00% | Reduce -44.7% | 13,000 | $248K |
| Jacobi Capital Management LLC | 0.01% | Reduce -18.7% | 12,931 | $247K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 12,626 | $241K |
| South Plains Financial, Inc. | 0.14% | Add +5.3% | 12,414 | $237K |
"% 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.