Who Owns Principal Spectrum Preferred Securities Active ETF (PREF)?Hedge Fund & Institutional Holders

$18.98+0.01 (+0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

111

as of QNaN NaN

Total Institutional Value

$847.8T

% of Float Held

—

QoQ Change in Holders

+111 / -0

Price History

PREF — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
BANK OF AMERICA CORP /DE/New	9.2M	$172.6T	13.94%
UBS Group AGNew	7.0M	$131.8T	24.22%
MORGAN STANLEYNew	6.1M	$114.3T	8.17%
WELLS FARGO & COMPANY/MNNew	3.1M	$58.6T	13.32%
ROYAL BANK OF CANADANew	3.1M	$57.9T	12.09%
IFC Advisors LLCNew	2.8M	$51.9T	10.84%
LPL Financial LLCNew	2.1M	$39.4T	15.34%
RAYMOND JAMES FINANCIAL INCNew	1.9M	$34.9T	13.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew	1.2M	$23.1T	44.10%
BENJAMIN EDWARDS INCNew	788K	$14.7T	100.00%
Tyche Wealth Partners LLCNew	605K	$11.3T	2.45%
Bensler, LLCNew	521K	$9.7T	1.22%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCNew	482K	$8.9T	1.83%
Berger Financial Group, IncNew	403K	$7.5T	0.52%
Mariner, LLCNew	383K	$7.2T	11.92%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	BANK OF AMERICA CORP /DE/	9,229,323	$172.6T	13.94%	New
2	UBS Group AG	7,046,166	$131.8T	24.22%	New
3	MORGAN STANLEY	6,110,193	$114.3T	8.17%	New
4	WELLS FARGO & COMPANY/MN	3,135,370	$58.6T	13.32%	New
5	ROYAL BANK OF CANADA	3,094,950	$57.9T	12.09%	New
6	IFC Advisors LLC	2,777,729	$51.9T	10.84%	New
7	LPL Financial LLC	2,109,257	$39.4T	15.34%	New
8	RAYMOND JAMES FINANCIAL INC	1,863,989	$34.9T	13.12%	New
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,233,237	$23.1T	44.10%	New
10	BENJAMIN EDWARDS INC	787,811	$14.7T	100.00%	New
11	Tyche Wealth Partners LLC	604,771	$11.3T	2.45%	New
12	Bensler, LLC	521,227	$9.7T	1.22%	New
13	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	481,665	$8.9T	1.83%	New
14	Berger Financial Group, Inc	402,626	$7.5T	0.52%	New
15	Mariner, LLC	383,019	$7.2T	11.92%	New
16	ROGCO, LP	375,315	$7.0T	2.81%	New
17	COMMONWEALTH EQUITY SERVICES, LLC	299,623	$5.6T	7.93%	New
18	Baird Financial Group, Inc.	293,854	$5.5T	10.58%	New
19	AXS Investments LLC	292,799	$5.5T	1.51%	New
20	PSI Advisors, LLC	254,234	$4.8T	1.55%	New
21	ENVESTNET ASSET MANAGEMENT INC	252,635	$4.7T	1.52%	New
22	PRINCIPAL FINANCIAL GROUP INC	230,176	$4.3T	2.41%	New
23	Private Advisor Group, LLC	212,829	$4.0T	24.07%	New
24	Grey Ledge Advisors, LLC	193,168	$3.6T	0.95%	New
25	NewEdge Advisors, LLC	151,736	$2.8T	16.86%	New
26	Legacy Bridge, LLC	136,465	$2.6T	1.42%	New
27	J.W. COLE ADVISORS, INC.	135,658	$2.5T	0.08%	New
28	MassMutual Private Wealth & Trust, FSB	133,072	$2.5T	0.07%	New
29	INVESTMENT PARTNERS, LTD.	126,908	$2.4T	0.98%	New
30	FLYNN ZITO CAPITAL MANAGEMENT, LLC	118,106	$2.2T	1.01%	New
31	JANE STREET GROUP, LLC	114,087	$2.1T	0.53%	New
32	Meadow Creek Wealth Advisors LLC	113,673	$2.1T	1.59%	New
33	Cerity Partners LLC	111,422	$2.1T	4.22%	New
34	Willis Johnson & Associates, Inc.	111,382	$2.1T	0.16%	New
35	Rockefeller Capital Management L.P.	110,943	$2.1T	5.12%	New
36	DEARBORN PARTNERS LLC	104,148	$1.9T	0.09%	New
37	STIFEL FINANCIAL CORP	102,931	$1.9T	2.05%	New
38	&PARTNERS	96,716	$1.8T	19.24%	New
39	COMERICA BANK	84,864	$1.6T	6.66%	New
40	Gilliland Jeter Wealth Management LLC	78,693	$1.5T	0.52%	New
41	FLAGSTAR ADVISORS INC	77,664	$1.5T	0.37%	New
42	Lifeworks Advisors, LLC	76,422	$1.4T	0.24%	New
43	OSAIC HOLDINGS, INC.	74,952	$1.4T	3.12%	New
44	Smartleaf Asset Management LLC	70,734	$1.3T	0.13%	New
45	Orion Portfolio Solutions, LLC	68,299	$1.3T	12.67%	New
46	Mirae Asset Global Investments Co., Ltd.	64,810	$1.2T	4.95%	New
47	Capital Investment Advisory Services, LLC	58,303	$1.1T	0.10%	New
48	TRUIST FINANCIAL CORP	54,315	$1.0T	1.62%	New
49	UMB Bank, n.a.	54,005	$1.0T	16.64%	New
50	First Citizens Financial Corp	52,823	$987.8B	0.56%	New

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As of QNaN NaN, 111 institutional investors hold PREF (Principal Spectrum Preferred Securities Active ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $172.6T in shares. This quarter, 111 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PREF?

As of QNaN NaN, 111 institutional investors report holding PREF (Principal Spectrum Preferred Securities Active ETF) in their 13F filings.

Who is the largest institutional holder of PREF?

The largest institutional holder of PREF is BANK OF AMERICA CORP /DE/ with $172.6T in shares.

Is institutional ownership of PREF increasing or decreasing?

This quarter, 111 institutions opened new positions in PREF and 0 closed their positions.