Pri Spe Pre Sec Acti-UsdPREFETF
13F holders, Q2 2026 (June 30)135holders +4
18new positions
11sold out
1famous investor
$19.06avg. 13F price*
At the end of Q2 2026, 135 institutions reported holding Pri Spe Pre Sec Acti-Usd Inc. (PREF) in their 13F filings, up 4 from Q1 2026. 18 opened new positions and 11 sold out. The largest holders were Principal Financial Group Inc. ($255.5M), Bank of America Corp. ($225.3M) and UBS Group AG ($147.0M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Pri Spe Pre Sec Acti-Usd Inc.
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q2 2026)
- CUSIP
- 74255Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.8M |
| Exits | 11 | $12.4M |
All 13F filers, Q1 2026 → Q2 2026: 17,342,638 shares bought and 2,271,425 shares sold, net +15,071,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Principal Financial Group Inc. | 0.13% | Add +4180.8% | 13,417,050 | $255.5M |
| Bank of America Corp. | 0.01% | Add +0.7% | 11,822,114 | $225.3M |
| UBS Group AG | 0.02% | Reduce -0.3% | 7,713,331 | $147.0M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 7,188,556 | $137.0M |
| Wells Fargo & Company | 0.02% | Add +21.7% | 4,565,964 | $87.0M |
| LPL Financial LLC | 0.01% | Add +3.9% | 3,227,005 | $61.5M |
| Royal Bank of Canada | 0.01% | Add +1.7% | 3,157,079 | $60.2M |
| IFC Advisors LLC | 6.71% | Add +1.6% | 2,773,798 | $52.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.4% | 1,922,757 | $36.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.5% | 1,900,115 | $36.2M |
| Principal Securities, Inc. | 0.33% | Add +17.1% | 1,419,536 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.8% | 1,303,346 | $24.8M |
| Permanens Capital L.P. | 2.17% | Add +30.4% | 1,104,859 | $21.1M |
| Bensler, LLC | 1.56% | Add +11.4% | 927,050 | $17.7M |
| Cornerstone Advisors Asset Management, LLC | 2.10% | Add +30.0% | 842,806 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.2% | 633,860 | $12.0M |
| Benjamin Edwards Inc. | 0.11% | Reduce -7.2% | 614,837 | $11.7M |
| Private Advisor Group, LLC | 0.05% | Add +236.4% | 575,695 | $11.0M |
| Berger Financial Group, Inc | 0.43% | Add +9.4% | 441,919 | $8.4M |
| L2 Asset Management, LLC | 0.87% | Reduce -48.5% | 437,360 | $8.3M |
| Rogco, LP | 2.37% | Add +2.2% | 406,720 | $7.8M |
| Capital Investment Advisory Services, LLC | 0.47% | Add +418.9% | 397,911 | $7.6M |
| Daymark Wealth Partners, LLC | 0.18% | New | 381,019 | $7.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.3% | 364,543 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 341,695 | $6.5M |
| Focused Alpha, LLC | 1.45% | Add +114.1% | 296,734 | $5.7M |
| PSI Advisors, LLC | 1.24% | Reduce -1.1% | 280,460 | $5.3M |
| &partners | 0.02% | Add +50.8% | 264,728 | $5.0M |
| Spartan Wealth Advisory Services LLC | 0.41% | Add +2.3% | 261,330 | $5.0M |
| Focus Partners Wealth | 0.01% | Reduce -0.5% | 258,990 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +7.3% | 258,863 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.1% | 253,344 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.3% | 205,725 | $3.9M |
| Grey Ledge Advisors, LLC | 0.79% | Add +1.7% | 205,655 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 192,634 | $3.7M |
| Ocean Park Asset Management, LLC | 0.18% | No change | 192,000 | $3.7M |
| Meadow Creek Wealth Advisors LLC | 2.05% | Add +18.0% | 175,941 | $3.4M |
| Fiduciary Alliance LLC | 0.21% | Add +9.6% | 162,452 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.8% | 153,792 | $2.9M |
| Creative Planning | 0.00% | Add +4.0% | 150,776 | $2.9M |
| MainStreet Investment Advisors LLC | 0.36% | Reduce -1.8% | 137,845 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -3.9% | 134,825 | $2.6M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -1.5% | 132,073 | $2.5M |
| Legacy Bridge, LLC | 0.72% | Reduce -0.6% | 122,830 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.1% | 119,001 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 114,567 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 105,218 | $2.0M |
| Fifth Third Bancorp | 0.00% | Reduce -0.9% | 104,673 | $2.0M |
| Investment Partners, LTD. | 0.59% | Reduce -0.5% | 99,063 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 92,218 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 87,567 | $1.7M |
| Dearborn Partners LLC | 0.09% | Add +2.7% | 86,972 | $1.7M |
| Ibex Wealth Advisors | 0.12% | Add +0.2% | 82,375 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.41% | Add +0.3% | 81,138 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -0.8% | 76,348 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +30.0% | 71,151 | $1.4M |
| FourThought Financial Partners, LLC | 0.10% | Add +1.1% | 70,284 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 64,728 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +1.1% | 64,553 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +0.7% | 63,154 | $1.2M |
| Mengis Capital Management, Inc. | 0.18% | Add +8.7% | 62,600 | $1.2M |
| LexAurum Advisors, LLC | 0.13% | Add +20.0% | 60,194 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +81.2% | 58,777 | $1.1M |
| First Citizens Financial Corp | 0.46% | Reduce -1.0% | 58,292 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -89.8% | 54,236 | $1.0M |
| Valor Advisors LLC | 0.69% | No change | 49,143 | $937K |
| Flagstar Securities, Inc. | 0.28% | Reduce -9.4% | 48,217 | $919K |
| Essex Financial Services, Inc. | 0.04% | No change | 47,378 | $903K |
| BTG Pactual Asset Management US LLC | 0.06% | Add +8.4% | 42,084 | $802K |
| Mechanics Financial Corp | 0.29% | Reduce -1.4% | 41,824 | $797K |
| US Bancorp \de | 0.00% | New | 40,000 | $762K |
| Capital & Planning, LLC | 0.39% | Add +0.6% | 39,860 | $760K |
| Henderson Brothers Financial Partners, LLC | 0.36% | Reduce -47.4% | 39,713 | $757K |
| HRT Financial LP | 0.00% | Add +80.8% | 38,427 | $732K |
| Arax Advisory Partners | 0.00% | New | 37,931 | $723K |
| Smartleaf Asset Management LLC | 0.02% | No change | 35,653 | $679K |
| EP Wealth Advisors, LLC | 0.00% | New | 35,471 | $676K |
| Heritage Wealth Management, Inc. | 0.16% | Add +15.5% | 33,237 | $633K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -4.0% | 32,801 | $625K |
| UMB Bank, n.a. | 0.01% | Add +6.0% | 32,496 | $619K |
| Activest Wealth Management | 0.12% | Add +19.8% | 32,243 | $615K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -26.3% | 30,285 | $577K |
| Argent Trust Co | 0.02% | Reduce -2.6% | 28,254 | $539K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 26,671 | $508K |
| Resurgent Financial Advisors LLC | 0.14% | Add +3.8% | 25,378 | $484K |
| Schnieders Capital Management, Llc. | 0.06% | Reduce -36.8% | 23,170 | $442K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.6% | 20,611 | $393K |
| Diversified Trust Co. | 0.01% | Reduce -21.1% | 19,994 | $381K |
| XML Financial, LLC | 0.03% | Add +1.3% | 19,406 | $370K |
| Platform Technology Partners | 0.06% | No change | 19,000 | $362K |
| Stephens Inc. | 0.00% | Reduce -16.5% | 18,062 | $344K |
| Flynn Zito Capital Management, LLC | 0.09% | Reduce -1.2% | 16,509 | $315K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | No change | 16,500 | $314K |
| MBL Wealth, LLC | 0.02% | Reduce -3.0% | 16,000 | $305K |
| Venturi Wealth Management, LLC | 0.01% | New | 15,500 | $295K |
| VestGen Advisors, LLC | 0.01% | No change | 15,032 | $287K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.3% | 14,479 | $276K |
| Gotham Asset Management | 0.00% | New | 14,288 | $272K |
| Indivisible Partners | 0.02% | New | 14,152 | $270K |
| Colter Lewis Investment Partners LLC | 0.12% | No change | 14,054 | $268K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.7% | 14,049 | $268K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.3% | 13,763 | $262K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +31.2% | 13,615 | $260K |
| Jacobi Capital Management LLC | 0.01% | Add +1.3% | 12,953 | $247K |
| South Plains Financial, Inc. | 0.13% | No change | 12,414 | $236K |
| Sensible Money, LLC | 0.06% | New | 11,689 | $223K |
| Asset Dedication, LLC | 0.01% | New | 11,689 | $223K |
| NBH Bank | 0.09% | — | 11,361 | $217K |
| Fifth Third Securities, Inc. | 0.01% | New | 11,136 | $212K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -1.1% | 11,071 | $211K |
| Cetera Investment Advisers | 0.00% | New | 10,957 | $209K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 10,111 | $193K |
| Boreal Capital Management LLC | 0.14% | New | 8,641 | $165K |
| Whipplewood Advisors, LLC | 0.11% | Reduce -58.5% | 8,430 | $161K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 7,940 | $151K |
| Private Trust Co. NA | 0.01% | Add +51.5% | 7,253 | $138K |
| IFP Advisors, Inc | 0.00% | Add +102.7% | 5,956 | $114K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,000 | $95K |
| Roxbury Financial LLC | 0.06% | Reduce -0.6% | 4,021 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,535 | $67K |
| Centerpoint Advisors, LLC | 0.01% | New | 2,450 | $47K |
| Assetmark, Inc. | 0.00% | No change | 2,390 | $46K |
| IFG Advisory, LLC | 0.00% | Add +0.3% | 2,280 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +188.0% | 2,163 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 2,100 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,011 | $19K |
| 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% | No change | 421 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 325 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.9% | 302 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 299 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 200 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -6.6% | 113 | $2K |
| FMR LLC | 0.00% | Add +2.3% | 45 | $86 |
"% 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.