PRINCIPAL EXCHANGE TRADED FD

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PREF·74255Y888·US·Preferred Stock

PREF (PRINCIPAL EXCHANGE TRADED FD) is held by 48 institutional investors as of Q2 2026. Largest holders: PRINCIPAL FINANCIAL GROUP INC ($255.5M), BANK OF AMERICA CORP /DE/ ($225.3M), UBS Group AG ($147M). Net institutional sentiment: Bullish.

48

Holders

(8 Elite)

$1.2B

Total Value

67% (49)

Consensus

33 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)37

Insider (Form 4)46

Activist (13D/13G)35

Congressional (STOCK Act)74

Holder Quality

70

★★★★★

Elite

56

★★★★

Strong

78

★★★

Solid

36

★★

Below

25

★

Weak

Held by 48 funds

8 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PREF.

Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Increased	13.4M(+4180.8%)	$255.5M	0.1%	-2.37%	59
BANK OF AMERICA CORP /DE/	Increased	11.8M(+0.7%)	$225.3M	0.0%	+16.05%	31
UBS Group AG	Decreased	7.7M(-0.3%)	$147M	0.0%	+20.78%	0
MORGAN STANLEY	Decreased	7.2M(-2.8%)	$137M	0.0%	+9.08%	0
WELLS FARGO & COMPANY/MN	Increased	4.6M(+21.7%)	$87M	0.0%	+13.39%	36
LPL Financial LLC	Increased	3.2M(+3.9%)	$61.5M	0.0%	+9.95%	31
ROYAL BANK OF CANADA	Increased	3.2M(+1.7%)	$60.2M	0.0%	+4.50%	30
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+3.4%)	$36.6M	0.0%	+5.33%	30
AMERIPRISE FINANCIAL INC	Decreased	1.9M(-13.5%)	$36.2M	0.0%	+0.25%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.3M(+20.8%)	$24.8M	0.0%	+2.96%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	633,860(+5.2%)	$12M	0.0%	+18.69%	29
BENJAMIN EDWARDS INC	Decreased	614,837(-7.2%)	$11.7M	0.1%	+9.60%	0
Private Advisor Group, LLC	Increased	575,695(+236.4%)	$11M	0.1%	+1.36%	45
NewEdge Advisors, LLC	Decreased	364,543(-1.3%)	$6.9M	0.0%	+6.23%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	341,695(+10.7%)	$6.5M	0.0%	-0.30%	30
&PARTNERS	Increased	264,728(+50.8%)	$5M	0.0%	+1.71%	37
FWFocus Partners Wealth	Decreased	258,990(-0.5%)	$4.9M	0.0%	+2.77%	0
Baird Financial Group, Inc.	Increased	258,863(+7.3%)	$4.9M	0.0%	+21.14%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	253,344(-8.1%)	$4.8M	0.0%	+26.23%	0
Rockefeller Capital Management L.P.	Increased	205,725(+5.3%)	$3.9M	0.0%	+6.43%	28

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer