Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership $18.97 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF)Number ofInstitutional Buyers(last 12 months)93TotalInstitutional Inflows(last 12 months)$171.24MNumber ofInstitutional Sellers(last 12 months)55TotalInstitutional Outflows(last 12 months)$46.81M Get PREF Insider Trade Alerts Want to know when executives and insiders are buying or selling Principal Spectrum Preferred Securities Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data PREF Institutional Buying and Selling by Quarter Principal Spectrum Preferred Securities Active ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 NewEdge Advisors LLC54,035$1.02M0.0%-84.5%0.070% 5/19/2026 Bank of America Corp DE11,736,590$220.88M0.0%+4.4%15.183% 5/18/2026 Royal Bank of Canada3,103,712$58.41M0.0%-6.3%4.015% 5/15/2026 Boreal Capital Management LLC8,641$163K0.2%N/A0.011% 5/7/2026 Cornerstone Advisors Asset Management LLC648,514$12.21M1.9%+5.4%0.839% 5/7/2026 Spartan Wealth Advisory Services LLC255,406$4.81M0.4%N/A0.330% 5/6/2026 AXS Investments LLC73,183$1.38M0.6%-40.6%0.095% 5/5/2026 Bank of New York Mellon Corp85,937$1.62M0.0%-1.2%0.111% 5/5/2026 Sanctuary Advisors LLC137,547$2.59M0.0%+25.8%0.178% 5/5/2026 Flynn Zito Capital Management LLC16,707$314K0.1%-68.9%0.022% Get the Latest News and Ratings for PREF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Principal Spectrum Preferred Securities Active ETF and its competitors with MarketBeat's FREE daily newsletter. 5/4/2026 Principal Financial Group Inc.313,421$5.90M0.0%+17.7%0.405% 5/4/2026 IFC Advisors LLC2,730,332$51.39M7.4%+1.8%3.532% 5/1/2026 Fifth Third Bancorp105,596$1.99M0.0%+20,935.1%0.137% 4/30/2026 Meadow Creek Wealth Advisors LLC149,078$2.81M1.8%+7.1%0.193% 4/30/2026 Kestra Advisory Services LLC100,185$1.89M0.0%+24.3%0.130% 4/28/2026 Stephens Inc. AR21,629$407K0.0%+10.7%0.028% 4/28/2026 Berger Financial Group Inc403,943$7.60M0.4%-11.3%0.525% 4/27/2026 Private Advisor Group LLC171,145$3.22M0.0%-16.2%0.222% 4/23/2026 Flagstar Advisors Inc.53,210$1.00M0.4%+1.5%0.069% 4/21/2026 Grey Ledge Advisors LLC202,206$3.81M0.9%-3.1%0.264% 4/21/2026 Fiduciary Alliance LLC148,289$2.82M0.2%+10.6%0.193% 4/20/2026 Heritage Wealth Management Inc.28,768$541K0.3%-9.3%0.038% 3/17/2026 Rockefeller Capital Management L.P.162,835$3.11M0.0%+36.8%0.214% 3/5/2026 Mengis Capital Management Inc.42,415$809K0.1%N/A0.056% 2/18/2026 Mercer Global Advisors Inc. ADV10,323$197K0.0%N/A0.014% 2/18/2026 NewEdge Advisors LLC348,879$6.65M0.0%+16.6%0.458% 2/17/2026 Cetera Investment Advisers10,449$199K0.0%-18.6%0.014% 2/17/2026 BTG Pactual Asset Management US LLC31,478$597K0.1%+4.5%0.041% 2/17/2026 Osaic Holdings Inc.90,359$1.72M0.0%+6.0%0.119% 2/17/2026 Advisory Services Network LLC18,888$360K0.0%+20.2%0.025% 2/17/2026 Private Advisor Group LLC204,334$3.90M0.0%+9.0%0.268% 2/17/2026 Ibex Wealth Advisors82,440$1.57M0.2%-12.5%0.108% 2/17/2026 &PARTNERS103,787$1.98M0.0%-0.8%0.136% 2/17/2026 Royal Bank of Canada3,313,098$63.18M0.0%+6.6%4.348% 2/17/2026 L2 Asset Management LLC315,644$6.02M0.8%+20.7%0.414% 2/16/2026 South Plains Financial Inc.12,414$237K0.1%+5.3%0.016% 2/16/2026 MML Investors Services LLC59,073$1.13M0.0%+15.3%0.078% 2/16/2026 Mariner LLC553,600$10.56M0.0%+7.5%0.727% 2/16/2026 Focus Partners Wealth260,375$4.97M0.0%+6.5%0.342% 2/16/2026 Evelyn Partners Asset Management Ltd1,500$29K0.0%N/A0.002% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. 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Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.2/13/2026 Jacobi Capital Management LLC12,931$247K0.0%-18.7%0.017% 2/13/2026 Kestra Advisory Services LLC80,592$1.54M0.0%-68.3%0.106% 2/13/2026 UMB Bank n.a.26,764$510K0.0%-7.5%0.035% 2/13/2026 Stifel Financial Corp84,662$1.62M0.0%-2.0%0.111% 2/13/2026 Smartleaf Asset Management LLC47,286$901K0.0%-20.0%0.062% 2/13/2026 Morgan Stanley6,865,997$130.94M0.0%+4.1%9.010% 2/13/2026 Focused Alpha LLC138,592$2.64M0.8%N/A0.182% 2/13/2026 Wells Fargo & Company MN3,952,097$75.37M0.0%+10.0%5.186% 2/12/2026 Jane Street Group LLC39,402$751K0.0%N/A0.052% 2/12/2026 Bank of Jackson Hole Trust11,861$226K0.1%+22.3%0.016% 2/12/2026 Insigneo Advisory Services LLC134,031$2.56M0.2%+30.3%0.176% 2/12/2026 Commonwealth Equity Services LLC268,683$5.12M0.0%-6.6%0.353% 2/12/2026 Steward Partners Investment Advisory LLC3,035$58K0.0%+126.5%0.004% 2/12/2026 IFC Advisors LLC2,682,109$51.15M7.5%+2.3%3.520% 2/12/2026 Principal Securities Inc.927,395$17.69M0.3%+37.8%1.217% 2/12/2026 Resurgent Financial Advisors LLC24,319$464K0.2%+11.2%0.032% 2/11/2026 Cornerstone Advisors Asset Management LLC615,452$11.74M1.9%+9.3%0.808% 2/11/2026 Everett Harris & Co. CA13,000$248K0.0%-44.7%0.017% 2/11/2026 Cerity Partners LLC65,238$1.24M0.0%-3.0%0.086% 2/11/2026 LPL Financial LLC3,030,604$57.79M0.0%+11.3%3.977% 2/11/2026 Dearborn Partners LLC87,611$1.67M0.1%-2.7%0.115% 2/11/2026 J.W. Cole Advisors Inc.117,090$2.23M0.0%-14.0%0.154% 2/10/2026 AXS Investments LLC123,103$2.35M1.1%-36.1%0.162% 2/10/2026 Rothschild Investment LLC1,539$29K0.0%N/A0.002% 2/9/2026 Prospera Financial Services Inc33,060$630K0.0%N/A0.043% 2/6/2026 FourThought Financial Partners LLC67,288$1.28M0.1%+5.3%0.088% 2/5/2026 Stephens Inc. AR19,536$373K0.0%-5.6%0.026% 2/5/2026 Grey Ledge Advisors LLC208,749$3.98M0.9%-13.3%0.274% 2/4/2026 Bensler LLC707,404$13.49M1.4%+10.1%0.928% 2/2/2026 Truist Financial Corp65,242$1.24M0.0%-1.4%0.086% 2/2/2026 Benjamin Edwards Inc.691,936$13.20M0.1%-2.4%0.908% 1/30/2026 Rogco LP387,187$7.38M2.4%+0.9%0.508% 1/29/2026Comerica Bank108,546$2.07M0.0%+13.9%0.142% 1/29/2026 UBS Group AG7,181,546$136.95M0.0%+1.4%9.425% 1/29/2026 Sanctuary Advisors LLC109,376$2.09M0.0%+46.7%0.144% 1/28/2026 Meadow Creek Wealth Advisors LLC139,176$2.65M1.7%+1.9%0.183% 1/27/2026 Berger Financial Group Inc455,416$8.69M0.5%+5.8%0.598% 1/26/2026 Heritage Wealth Management Inc.31,710$605K0.2%+22.5%0.042% 1/26/2026 Private Trust Co. NA5,830$111K0.0%-46.4%0.008% 1/26/2026 Mirae Asset Global Investments Co. Ltd.44,742$853K0.0%+2.1%0.059% 1/26/2026 Cordatus Wealth Management LLC23,260$444K0.1%N/A0.031% 1/23/2026 Tyche Wealth Partners LLC384,025$7.32M1.2%-4.4%0.507% 1/23/2026 Legacy Bridge LLC125,605$2.40M1.0%-2.9%0.166% 1/23/2026 Gilliland Jeter Wealth Management LLC78,202$1.49M0.5%-0.8%0.103% 1/23/2026 U.S. Capital Wealth Advisors LLC38,733$739K0.0%+26.5%0.051% 1/22/2026 Willis Johnson & Associates Inc.99,339$1.89M0.1%-2.1%0.131% 1/22/2026 Pinnacle Bancorp Inc.7,940$151K0.0%+29.4%0.010% 1/22/2026 Fiduciary Alliance LLC134,118$2.56M0.2%+13.4%0.177% 1/22/2026 Mechanics Financial Corp35,449$676K0.2%-3.9%0.047% 1/22/2026 Cliftonlarsonallen Wealth Advisors LLC50,027$954K0.0%-10.0%0.066% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.Normally $29.97. Today it's free. Grab your copy now.1/21/2026 Capital Investment Advisory Services LLC66,090$1.26M0.1%+14.4%0.087% 1/21/2026 Flagship Harbor Advisors LLC1,909$36K0.0%N/A0.003% 1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,626$241K0.0%N/A0.017% 1/15/2026 Ocean Park Asset Management LLC192,000$3.66M0.2%-22.0%0.257% 1/13/2026 Flagstar Advisors Inc.52,439$1M0.3%-20.7%0.070% 1/9/2026 Diversified Trust Co.25,333$483K0.0%N/A0.034% 1/8/2026 Wealth Enhancement Advisory Services LLC1,188,051$22.69M0.0%-1.8%1.602% 1/7/2026 MassMutual Private Wealth & Trust FSB134,715$2.57M0.1%+1.3%0.182% 1/6/2026 First Citizens Financial Corp60,814$1.16M0.6%+2.5%0.082% 1/5/2026 Miller Global Investments LLC157,891$3.01M2.7%N/A0.213% PREF Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PREF shares? During the previous two years, 147 institutional investors and hedge funds held shares of Principal Spectrum Preferred Securities Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($220.88M), UBS Group AG ($136.95M), Morgan Stanley ($130.94M), Wells Fargo & Company MN ($75.37M), Royal Bank of Canada ($58.41M), LPL Financial LLC ($57.79M), and IFC Advisors LLC ($51.39M).Learn more on Principal Spectrum Preferred Securities Active ETF's institutional investors. Which institutional investors have been buying Principal Spectrum Preferred Securities Active ETF's stock? Of the 134 institutional investors that purchased Principal Spectrum Preferred Securities Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.78M), Bank of America Corp DE ($2.91M), Royal Bank of Canada ($1.56M), Permanens Capital L.P. ($1.38M), Ameriprise Financial Inc. ($1.08M), LPL Financial LLC ($760.64K), and Benjamin Edwards Inc. ($719.60K). How much institutional buying is happening at Principal Spectrum Preferred Securities Active ETF? Institutional investors have bought a total of 8,992,673 shares in the last 24 months. This purchase volume represents approximately $171.24M in transactions. Which of Principal Spectrum Preferred Securities Active ETF's major shareholders have been selling company stock? Of the 55 institutional investors that sold Principal Spectrum Preferred Securities Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($331.35K), NewEdge Advisors LLC ($294.84K), Tyche Wealth Partners LLC ($220.75K), Royal Bank of Canada ($209.39K), IFC Advisors LLC ($196.18K), Kestra Advisory Services LLC ($174.04K), and AXS Investments LLC ($154.60K). How much institutional selling is happening at Principal Spectrum Preferred Securities Active ETF? Institutional investors have sold a total of 2,465,927 shares in the last 24 months. This volume of shares sold represents approximately $46.81M in transactions. Related Companies Global X U.S. Preferred ETF Institutional Ownership SPDR ICE Preferred Securities ETF Institutional Ownership Invesco Financial Preferred ETF Institutional Ownership Virtus InfraCap U.S. Preferred Stock ETF Institutional Ownership VanEck Preferred Securities ex Financials ETF Institutional Ownership Global X Variable Rate Preferred ETF Institutional Ownership Cohen & Steers Preferred and Income Opportunities Active ETF Institutional Ownership Nuveen Preferred and Income ETF Institutional Ownership Global X SuperIncome Preferred ETF Institutional Ownership Invesco Variable Rate Preferred ETF Institutional Ownership This page (NYSEARCA:PREF) was last updated on 5/25/2026 by MarketBeat.com Staff. 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