Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q1 2026 (March 31)131holders −2
12new positions
17sold out
$18.82avg. 13F price*
At the end of Q1 2026, 131 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, down 2 from Q4 2025. 12 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($220.9M), UBS Group AG ($145.6M) and Morgan Stanley ($139.2M).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q1 2026)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 17 | $13.8M |
All 13F filers, Q4 2025 → Q1 2026: 4,823,830 shares bought and 2,978,039 shares sold, net +1,845,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Bank of America Corp. | 0.02% | Add +4.4% | 11,736,590 | $220.9M |
| UBS Group AG | 0.03% | Add +7.8% | 7,738,404 | $145.6M |
| Morgan Stanley | 0.01% | Add +7.7% | 7,393,760 | $139.2M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 3,750,863 | $70.6M |
| LPL Financial LLC | 0.02% | Add +2.5% | 3,105,457 | $58.4M |
| Royal Bank of Canada | 0.01% | Reduce -6.3% | 3,103,712 | $58.4M |
| IFC Advisors LLC | 7.35% | Add +1.8% | 2,730,332 | $51.4M |
| Ameriprise Financial Inc. | 0.01% | Add +23.7% | 2,197,396 | $41.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 1,859,739 | $35.0M |
| Principal Securities, Inc. | 0.33% | Add +30.8% | 1,212,564 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.3% | 1,078,814 | $20.3M |
| L2 Asset Management, LLC | 1.52% | Add +169.2% | 849,548 | $16.0M |
| Permanens Capital L.P. | 2.05% | Reduce -50.6% | 847,144 | $15.9M |
| Bensler, LLC | 1.62% | Add +17.6% | 831,810 | $15.7M |
| Benjamin Edwards Inc. | 0.12% | Reduce -4.2% | 662,675 | $12.5M |
| Cornerstone Advisors Asset Management, LLC | 1.88% | Add +5.4% | 648,514 | $12.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -49.3% | 602,488 | $11.3M |
| Mariner, LLC | 0.01% | Reduce -4.1% | 531,063 | $10.0M |
| Berger Financial Group, Inc | 0.43% | Reduce -11.3% | 403,943 | $7.6M |
| Rogco, LP | 2.50% | Add +2.8% | 398,110 | $7.5M |
| NewEdge Advisors, LLC | 0.03% | Add +5.8% | 369,283 | $6.9M |
| Jane Street Group, LLC | 0.01% | Add +713.5% | 320,519 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Add +17.7% | 313,421 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35371.9% | 308,606 | $5.8M |
| PSI Advisors, LLC | 1.29% | Reduce -2.6% | 283,605 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.6% | 275,643 | $5.2M |
| Focus Partners Wealth | 0.01% | No change | 260,375 | $4.9M |
| Spartan Wealth Advisory Services LLC | 0.42% | — | 255,406 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.1% | 241,299 | $4.5M |
| Grey Ledge Advisors, LLC | 0.86% | Reduce -3.1% | 202,206 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.0% | 195,349 | $3.7M |
| Ocean Park Asset Management, LLC | 0.21% | No change | 192,000 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27633.7% | 190,253 | $3.6M |
| &partners | 0.02% | Add +69.2% | 175,575 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.2% | 171,145 | $3.2M |
| Miller Global Investments, LLC | 2.63% | Reduce -3.5% | 152,314 | $2.9M |
| Fiduciary Alliance LLC | 0.17% | Add +10.6% | 148,289 | $2.8M |
| Meadow Creek Wealth Advisors LLC | 1.82% | Add +7.1% | 149,078 | $2.8M |
| Creative Planning | 0.00% | Add +0.8% | 144,954 | $2.7M |
| MainStreet Investment Advisors LLC | 0.40% | Add +3.4% | 140,310 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +4.2% | 140,310 | $2.6M |
| Focused Alpha, LLC | 0.81% | No change | 138,592 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +25.8% | 137,547 | $2.6M |
| Insigneo Advisory Services, LLC | 0.18% | Add +0.1% | 134,117 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +43.4% | 129,547 | $2.4M |
| Legacy Bridge, LLC | 0.89% | Reduce -1.6% | 123,545 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +20935.1% | 105,596 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.3% | 100,185 | $1.9M |
| Investment Partners, LTD. | 0.67% | No change | 99,541 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +7.7% | 91,215 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 85,937 | $1.6M |
| Dearborn Partners LLC | 0.09% | Reduce -3.3% | 84,715 | $1.6M |
| Ibex Wealth Advisors | 0.14% | Reduce -0.3% | 82,237 | $1.5M |
| Gilliland Jeter Wealth Management LLC | 0.45% | Add +3.4% | 80,872 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -22.5% | 76,951 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +16.0% | 76,690 | $1.4M |
| Henderson Brothers Financial Partners, LLC | 0.36% | — | 75,468 | $1.4M |
| AXS Investments LLC | 0.56% | Reduce -40.5% | 73,183 | $1.4M |
| FourThought Financial Partners, LLC | 0.11% | Add +3.3% | 69,534 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -2.1% | 63,835 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 62,744 | $1.2M |
| First Citizens Financial Corp | 0.52% | Reduce -3.2% | 58,857 | $1.1M |
| Mengis Capital Management, Inc. | 0.19% | Add +35.8% | 57,615 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -7.4% | 54,725 | $1.0M |
| Flagstar Securities, Inc. | 0.36% | Add +1.5% | 53,210 | $1.0M |
| LexAurum Advisors, LLC | 0.12% | — | 50,152 | $944K |
| Valor Advisors LLC | 0.79% | No change | 49,143 | $937K |
| Essex Financial Services, Inc. | 0.05% | No change | 47,378 | $892K |
| Susquehanna International Group, LLP | 0.00% | New | 46,494 | $875K |
| Independent Advisor Alliance | 0.01% | New | 45,043 | $848K |
| Mechanics Financial Corp | 0.33% | Add +19.7% | 42,419 | $798K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +1.7% | 41,063 | $773K |
| Capital & Planning, LLC | 0.45% | New | 39,640 | $746K |
| BTG Pactual Asset Management US LLC | 0.07% | Add +23.3% | 38,820 | $731K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 38,334 | $721K |
| Schnieders Capital Management, Llc. | 0.11% | No change | 36,650 | $690K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -24.6% | 35,653 | $668K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +12.0% | 34,180 | $643K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -35.1% | 32,447 | $611K |
| UMB Bank, n.a. | 0.01% | Add +14.6% | 30,671 | $577K |
| Argent Trust Co | 0.02% | Reduce -3.7% | 29,003 | $546K |
| Heritage Wealth Management, Inc. | 0.27% | Reduce -9.3% | 28,768 | $541K |
| Activest Wealth Management | 0.09% | Reduce -17.1% | 26,913 | $507K |
| Diversified Trust Co. | 0.01% | No change | 25,333 | $477K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 25,306 | $476K |
| Resurgent Financial Advisors LLC | 0.17% | Add +0.5% | 24,441 | $460K |
| Stephens Inc. | 0.01% | Add +10.7% | 21,629 | $407K |
| HRT Financial LP | 0.00% | New | 21,255 | $400K |
| Mercer Global Advisors Inc. | 0.00% | Add +98.4% | 20,479 | $385K |
| Whipplewood Advisors, LLC | 0.20% | Add +1.1% | 20,311 | $382K |
| XML Financial, LLC | 0.03% | Reduce -0.7% | 19,149 | $360K |
| Platform Technology Partners | 0.07% | No change | 19,000 | $358K |
| Flynn Zito Capital Management, LLC | 0.10% | Reduce -68.9% | 16,707 | $314K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 16,500 | $311K |
| MBL Wealth, LLC | 0.02% | Reduce -26.7% | 16,500 | $311K |
| Advisory Services Network, LLC | 0.00% | Reduce -17.6% | 15,564 | $293K |
| VestGen Advisors, LLC | 0.01% | No change | 15,032 | $285K |
| Main Street Financial Solutions, LLC | 0.02% | Add +21.7% | 14,288 | $269K |
| Colter Lewis Investment Partners LLC | 0.25% | New | 14,054 | $264K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.8% | 13,726 | $258K |
| Jacobi Capital Management LLC | 0.01% | Reduce -1.1% | 12,782 | $241K |
| South Plains Financial, Inc. | 0.14% | No change | 12,414 | $234K |
| 2UniFi Bank | 0.11% | No change | 11,861 | $223K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -11.4% | 11,190 | $211K |
| Cwm, LLC | 0.00% | Add +0.9% | 10,943 | $206K |
| WealthShield Partners, LLC | 0.02% | Add +0.2% | 10,887 | $205K |
| Tortuga Wealth Management, Inc | 0.19% | New | 10,859 | $204K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -76.8% | 10,375 | $195K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 10,111 | $190K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 7,940 | $149K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,000 | $94K |
| Private Trust Co. NA | 0.01% | Reduce -17.9% | 4,786 | $90K |
| Roxbury Financial LLC | 0.07% | Add +0.5% | 4,044 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.5% | 3,535 | $67K |
| IFP Advisors, Inc | 0.00% | Add +15.1% | 2,939 | $55K |
| Assetmark, Inc. | 0.00% | No change | 2,390 | $45K |
| IFG Advisory, LLC | 0.12% | New | 2,272 | $43K |
| Rothschild Investment LLC | 0.00% | Add +36.5% | 2,100 | $40K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,500 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 751 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 500 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 495 | $9K |
| International Assets Investment Management, LLC | 0.00% | No change | 446 | $8K |
| Allworth Financial LP | 0.00% | New | 421 | $8K |
| AE Wealth Management LLC | 0.00% | New | 412 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 373 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 295 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 229 | $4K |
| Abound Wealth Management | 0.00% | New | 158 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.8% | 121 | $2K |
| FMR LLC | 0.00% | Add +2.3% | 44 | $83 |
"% 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.