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Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership

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$17.91
+0.01 (+0.06%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$296.38M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$48.14M
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PREF Institutional Buying and Selling by Quarter

Principal Spectrum Preferred Securities Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024UMB Bank n.a.63,944$1.16M0.0%-11.2%0.136%
4/26/2024Sage Rhino Capital LLC46,967$852K0.2%+5.3%0.100%
4/25/2024Capital Investment Advisory Services LLC22,358$406K0.0%+25.0%0.047%
4/24/2024 PSI Advisors LLC170,406$3.09M1.1%+14.7%0.362%
4/24/2024 Activest Wealth Management55,027$999K0.5%-54.8%0.117%
4/23/2024 Global Retirement Partners LLC36,002$653K0.0%+11.8%0.076%
4/23/2024 Tyche Wealth Partners LLC541,222$9.82M2.4%-1.2%1.149%
4/23/2024 Raymond James Financial Services Advisors Inc.288,354$5.23M0.0%-24.1%0.612%
4/22/2024 Raymond James & Associates912,464$16.56M0.0%+16.9%1.937%
4/19/2024 Willis Johnson & Associates Inc.146,673$2.66M0.2%-2.6%0.311%
4/17/2024 Cornerstone Wealth Group LLC694,902$12.61M1.2%+3.4%1.475%
4/17/2024 Private Ocean LLC2,475$45K0.0%N/A0.005%
4/16/2024 Pinnacle Bancorp Inc.2,815$51K0.0%N/A0.006%
4/16/2024 Investment Partners LTD.131,264$2.38M1.1%+3.0%0.279%
4/16/2024 Wealth Enhancement Advisory Services LLC1,182,930$21.47M0.1%+30.3%2.512%
4/15/2024 Flagstar Advisors Inc.29,441$534K0.1%+36.2%0.063%
4/9/2024 Massmutual Trust Co. FSB ADV103,037$1.87M0.1%-43.1%0.298%
3/5/2024True Vision MN LLC27,377$481K0.4%N/A0.079%
2/15/2024Greytown Advisors Inc.15,022$264K0.1%+5.7%0.043%
2/14/2024First Financial Bankshares Inc16,060$281K0.0%N/A0.046%
2/13/2024Belpointe Asset Management LLC30,256$530K0.0%N/A0.088%
2/12/2024Steward Partners Investment Advisory LLC20,752$363K0.0%+20,652.0%0.060%
2/9/2024Johnson Financial Group Inc.2,460$43K0.0%N/A0.007%
2/9/2024Orion Portfolio Solutions LLC229,242$4.01M0.0%+11.0%0.664%
2/9/2024Wells Fargo & Company MN4,463,198$78.15M0.0%+24.1%12.918%
2/9/2024UBS Group AG6,856,955$120.07M0.0%+19.7%19.846%
2/9/2024MainStreet Investment Advisors LLC173,507$3.04M0.3%+99.5%0.502%
2/8/2024W.G. Shaheen & Associates DBA Whitney & Co14,600$256K0.0%+11.5%0.042%
2/7/2024Principal Financial Group Inc.77,630$1.36M0.0%+73.7%0.225%
2/7/2024 Berger Financial Group Inc1,387,358$24.29M2.5%N/A4.016%
2/7/2024Principal Securities Inc.316,201$5.54M0.2%N/A0.915%
2/6/2024Private Advisor Group LLC88,717$1.55M0.0%-4.1%0.257%
2/6/2024Benjamin F. Edwards & Company Inc.579,081$10.14M0.2%N/A1.676%
2/6/2024SouthState Corp4,259$75K0.0%N/A0.012%
2/6/2024Benjamin Edwards Inc.86,787$1.52M0.3%-2.0%0.251%
2/6/2024Mechanics Financial Corp24,340$426K0.2%+4.7%0.070%
2/6/2024Rogco LP285,895$5.01M2.2%-20.8%0.827%
2/5/2024Sage Rhino Capital LLC44,596$781K0.2%-2.1%0.129%
2/2/2024Gilliland Jeter Wealth Management LLC85,924$1.51M0.6%N/A0.249%
2/2/2024Delta Investment Management LLC61,411$1.08M0.3%+1.4%0.178%
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2/2/2024Truist Financial Corp140,822$2.47M0.0%+1.0%0.408%
2/1/2024Capital Investment Advisory Services LLC17,888$313K0.0%-10.9%0.052%
2/1/2024 PSI Advisors LLC148,627$2.60M1.0%+11.1%0.430%
1/31/2024J.W. Cole Advisors Inc.76,347$1.34M0.1%+18.9%0.221%
1/31/2024Fidelis Capital Partners LLC10,000$175K0.0%N/A0.029%
1/31/2024Flynn Zito Capital Management LLC95,270$1.67M1.1%N/A0.276%
1/30/2024 Tyche Wealth Partners LLC548,056$9.60M2.3%N/A1.586%
1/29/2024Nottingham Advisors Inc.121,565$2.13M0.3%-6.5%0.352%
1/26/2024Cerity Partners LLC165,193$2.89M0.0%-23.8%0.478%
1/26/2024Dearborn Partners LLC102,196$1.79M0.1%-1.1%0.296%
1/24/2024 Private Trust Co. NA7,508$131K0.0%+127.8%0.022%
1/23/2024UMB Bank n.a.71,985$1.26M0.0%-8.1%0.208%
1/22/2024Pinnacle Financial Partners Inc38,752$679K0.0%+9.7%0.112%
1/22/2024 Pallas Capital Advisors LLC1,220,681$21.37M1.1%+19.7%3.533%
1/19/2024 Realta Investment Advisors20,823$365K0.1%-39.5%0.060%
1/19/2024 Flagstar Advisors Inc.21,612$380K0.1%N/A0.063%
1/18/2024 Global Retirement Partners LLC32,197$568K0.0%+4.3%0.093%
1/18/2024 Meadow Creek Wealth Advisors LLC139,512$2.44M2.4%N/A0.404%
1/16/2024 Raymond James Financial Services Advisors Inc.379,664$6.65M0.0%+48.0%1.099%
1/16/2024 Raymond James & Associates780,619$13.67M0.0%+150.1%2.259%
1/12/2024 Willis Johnson & Associates Inc.150,568$2.64M0.2%-4.2%0.436%
1/12/2024 Advisor Resource Council26,228$459K0.1%N/A0.076%
1/11/2024First Citizens Financial Corp49,509$867K0.6%+30.5%0.143%
1/3/2024 Massmutual Trust Co. FSB ADV181,122$3.17M0.1%+313.2%0.524%
11/14/2023United Services Automobile Association42,036$709K0.0%-5.9%0.122%
11/13/2023Jacobi Capital Management LLC19,383$327K0.0%-21.1%0.056%
11/13/2023Stifel Financial Corp134,635$2.27M0.0%-3.2%0.390%
11/13/2023Mariner LLC174,268$2.94M0.0%+6.7%0.504%
11/13/2023LPL Financial LLC740,365$12.48M0.0%+1.4%2.143%
11/13/2023Laidlaw Wealth Management LLC29,726$501K0.1%N/A0.086%
11/13/2023Envestnet Asset Management Inc.511,183$8.62M0.0%+10.9%1.480%
11/13/2023Kestra Advisory Services LLC21,351$360K0.0%+24.0%0.062%
11/9/2023UBS Group AG5,730,627$96.62M0.0%+1.0%16.586%
11/8/2023Argent Trust Co53,015$894K0.0%-25.0%0.153%
11/7/2023Motco1,458$25K0.0%-39.6%0.004%
11/6/2023Nottingham Advisors Inc.130,057$2.19M0.3%-0.5%0.376%
11/4/2023Pinnacle Financial Partners Inc35,315$595K0.0%-6.6%0.102%
11/2/2023Principal Financial Group Inc.44,702$750K0.0%-1.4%0.129%
11/1/2023Orion Portfolio Solutions LLC206,514$3.48M0.0%-47.2%0.598%
11/1/2023Dearborn Partners LLC103,287$1.74M0.1%-1.3%0.299%
10/31/2023MainStreet Investment Advisors LLC86,988$1.47M0.2%+38.4%0.252%
10/26/2023Sage Rhino Capital LLC45,540$768K0.2%-7.5%0.132%
10/25/2023 Willis Johnson & Associates Inc.157,120$2.65M0.3%+11.9%0.455%
10/24/2023Bank of New York Mellon Corp580,961$9.80M0.0%+2.1%1.682%
10/24/2023J.W. Cole Advisors Inc.64,201$1.08M0.1%+34.6%0.186%
10/24/2023 Raymond James Financial Services Advisors Inc.256,574$4.33M0.0%-50.7%0.743%
10/24/2023 Raymond James & Associates312,140$5.26M0.0%+204.1%0.903%
10/24/2023 Cambridge Investment Research Advisors Inc.17,144$289K0.0%-19.7%0.050%
10/23/2023Commonwealth Equity Services LLC320,068$5.40M0.0%+1.5%0.926%
10/20/2023Sunesis Advisors LLC21,043$355K0.3%N/A0.061%
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10/13/2023Cliftonlarsonallen Wealth Advisors LLC26,168$441K0.0%N/A0.076%
10/13/2023First Citizens Financial Corp37,939$640K0.5%+10.5%0.110%
10/13/2023 Global Retirement Partners LLC30,869$512K0.0%+61.0%0.089%
10/4/2023 Massmutual Trust Co. FSB ADV43,834$739K0.0%+167.7%0.127%
9/12/2023Farther Finance Advisors LLC3,451$58K0.0%N/A0.010%
8/15/2023Prevail Innovative Wealth Advisors LLC59,365$1.01M0.6%N/A0.172%
8/14/2023W.G. Shaheen & Associates DBA Whitney & Co13,100$222K0.0%-10.3%0.038%
8/14/2023Cerity Partners LLC256,801$4.35M0.0%-5.4%0.743%
8/11/2023Baird Financial Group Inc.746,599$12.66M0.0%-0.1%2.161%
8/11/2023Greytown Advisors Inc.14,218$241K0.1%N/A0.041%
(Data available from 1/1/2016 forward)

PREF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PREF shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Principal Spectrum Preferred Securities Active ETF. The most heavily invested institutionals were UBS Group AG ($120.07M), Bank of America Corp DE ($95.66M), Wells Fargo & Company MN ($78.15M), Berger Financial Group Inc ($24.29M), Wealth Enhancement Advisory Services LLC ($21.47M), Pallas Capital Advisors LLC ($21.37M), and Raymond James & Associates ($16.56M).Learn more on PREF's institutional investors.

Which institutional investors have been buying Principal Spectrum Preferred Securities Active ETF stock?

Of the 81 institutional investors that purchased Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($5.84M), Bank of America Corp DE ($3.28M), Berger Financial Group Inc ($1.39M), Raymond James & Associates ($865.77K), Wells Fargo & Company MN ($865.31K), Benjamin F. Edwards & Company Inc. ($579.08K), and Tyche Wealth Partners LLC ($548.06K).

How much institutional buying is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have bought a total of 19,239,984 shares in the last 24 months. This purchase volume represents approximately $419.10M in transactions.

Which Principal Spectrum Preferred Securities Active ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($485.45K), Cerity Partners LLC ($404.11K), Pitcairn Co. ($394.12K), Bank of America Corp DE ($330.92K), Truist Financial Corp ($214.31K), Orion Portfolio Solutions LLC ($184.44K), and Advisor Group Holdings Inc. ($171.91K).

How much institutional selling is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have sold a total of 3,407,102 shares in the last 24 months. This volume of shares sold represents approximately $74.77M in transactions.


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This page (NYSEARCA:PREF) was last updated on 4/27/2024 by MarketBeat.com Staff

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