PRINCIPAL EXCHANGE TRADED FD

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PREF·74255Y888·US·Preferred Stock·Unknown - Unknown

PREF (PRINCIPAL EXCHANGE TRADED FD) is held by 48 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($220.9M), UBS Group AG ($145.6M), MORGAN STANLEY ($139.2M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (48)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	11.7M(+4.4%)	$220.9M	0.0%	+6.18%	32
UBS Group AG	Increased	7.7M(+7.8%)	$145.6M	0.0%	+20.98%	33
MORGAN STANLEY	Increased	7.4M(+7.7%)	$139.2M	0.0%	+9.46%	33
WELLS FARGO & COMPANY/MN	Decreased	3.8M(-5.1%)	$70.6M	0.0%	+17.86%	0
LPL Financial LLC	Increased	3.1M(+2.5%)	$58.4M	0.0%	+10.39%	30
ROYAL BANK OF CANADA	Decreased	3.1M(-6.3%)	$58.4M	0.0%	+6.90%	0
AMERIPRISE FINANCIAL INC	Increased	2.2M(+23.7%)	$41.4M	0.0%	+0.53%	35
RAYMOND JAMES FINANCIAL INC	Decreased	1.9M(-1.7%)	$35M	0.0%	+6.07%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.1M(+33.3%)	$20.3M	0.0%	+4.45%	36
BENJAMIN EDWARDS INC	Decreased	662,675(-4.2%)	$12.5M	0.1%	+8.94%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	602,488(-49.3%)	$11.3M	0.0%	+20.55%	0
Mariner, LLC	Decreased	531,063(-4.1%)	$10M	0.0%	+12.48%	0
NewEdge Advisors, LLC	Increased	369,283(+5.8%)	$6.9M	0.0%	+6.32%	29
JANE STREET GROUP, LLC	Increased	320,519(+713.5%)	$6M	0.0%	-0.41%	44
PRINCIPAL FINANCIAL GROUP INC	Increased	313,421(+17.7%)	$5.9M	0.0%	+9.39%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	308,606(+354x)	$5.8M	0.0%	-0.47%	44
COMMONWEALTH EQUITY SERVICES, LLC	Increased	275,643(+2.6%)	$5.2M	0.0%	+25.97%	28
FWFocus Partners Wealth	Unchanged	260,375	$4.9M	0.0%	+3.52%	0
Baird Financial Group, Inc.	Decreased	241,299(-3.1%)	$4.5M	0.0%	+23.02%	0
Rockefeller Capital Management L.P.	Increased	195,349(+20.0%)	$3.7M	0.0%	+11.93%	32

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer