PREF Institutional Ownership & Shareholders
PRNCPAL SPCTRM PREF SEC ACTV (PREF) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.49B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Principal Financial Group Inc is currently the largest disclosed institutional shareholder of PREF tracked by InsiderSet, reporting ownership valued at approximately $255.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $247.14M, representing an estimated loss of -3.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed PREF value among the investors covered in this analysis. Major shareholders include Principal Financial Group Inc, Bank Of America Corp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in PRNCPAL SPCTRM PREF SEC ACTV (PREF).
This page ranks the largest institutional PREF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$1.49B
Largest Holder
Principal Financial Group Inc
Largest Position
$255.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Financial Group Inc | 0.13% | 13,417,050 | $255,525,413 | $247,142,061 | -$8,383,352 | -3.28% | |
| Bank Of America Corp | 0.01% | 11,822,114 | $225,329,497 | $217,763,340 | -$7,566,157 | -3.36% | |
| Ubs Group Ag | 0.02% | 7,713,331 | $147,016,089 | $142,079,557 | -$4,936,532 | -3.36% | |
| Morgan Stanley | 0.01% | 7,188,556 | $137,013,879 | $132,413,202 | -$4,600,677 | -3.36% | |
| Wells Fargo & Company/Mn | 0.02% | 4,565,964 | $87,027,271 | $84,105,057 | -$2,922,214 | -3.36% | |
| Lpl Financial Llc | 0.01% | 3,227,005 | $61,506,716 | $59,441,432 | -$2,065,284 | -3.36% | |
| Royal Bank Of Canada | 0.01% | 3,157,079 | $60,174,000 | $58,153,395 | -$2,020,605 | -3.36% | |
| Ifc Advisors Llc | 6.71% | 2,773,798 | $52,868,590 | $51,093,359 | -$1,775,231 | -3.36% | |
| Raymond James Financial Inc | 0.01% | 1,922,757 | $36,647,751 | $35,417,184 | -$1,230,567 | -3.36% | |
| Ameriprise Financial Inc | 0.01% | 1,900,115 | $36,206,135 | $35,000,118 | -$1,206,017 | -3.33% | |
| Principal Securities, Inc. | 0.33% | 1,419,536 | $27,056,349 | $26,147,853 | -$908,496 | -3.36% | |
| Envestnet Asset Management Inc | 0.01% | 1,303,346 | $24,841,773 | $24,007,633 | -$834,140 | -3.36% | |
| Permanens Capital L.P. | 2.17% | 1,104,859 | $21,058,613 | $20,351,503 | -$707,110 | -3.36% | |
| Bensler, Llc | 1.56% | 927,050 | $17,669,584 | $17,076,261 | -$593,323 | -3.36% | |
| Cornerstone Advisors Asset Management, Llc | 2.10% | 842,806 | $16,063,877 | $15,524,487 | -$539,390 | -3.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 661,041 | $12,110,273 | $12,176,375 | +$66,102 | +0.55% | |
| Benjamin Edwards Inc | 0.11% | 614,837 | $11,718,497 | $11,325,298 | -$393,199 | -3.36% | |
| Private Advisor Group, Llc | 0.05% | 575,695 | $10,972,748 | $10,604,302 | -$368,446 | -3.36% | |
| Berger Financial Group, Inc | 0.43% | 441,919 | $8,422,984 | $8,140,148 | -$282,836 | -3.36% | |
| L2 Asset Management, Llc | 0.87% | 437,360 | $8,336,086 | $8,056,171 | -$279,915 | -3.36% | |
| Capital Investment Advisory Services, Llc | 0.52% | 451,818 | $8,291,909 | $8,322,488 | +$30,579 | +0.37% | |
| Rogco, Lp | 2.37% | 406,720 | $7,752,083 | $7,491,782 | -$260,301 | -3.36% | |
| Daymark Wealth Partners, Llc | 0.18% | 381,019 | $7,262,222 | $7,018,370 | -$243,852 | -3.36% | |
| Newedge Advisors, Llc | 0.02% | 364,543 | $6,948,171 | $6,714,882 | -$233,289 | -3.36% | |
| Focused Alpha, Llc | 1.36% | 298,041 | $5,469,054 | $5,489,915 | +$20,861 | +0.38% | |
| Psi Advisors, Llc | 1.24% | 280,460 | $5,345,577 | $5,166,073 | -$179,504 | -3.36% | |
| &Partners | 0.02% | 264,728 | $5,045,709 | $4,876,290 | -$169,419 | -3.36% | |
| Spartan Wealth Advisory Services Llc | 0.41% | 261,330 | $4,980,944 | $4,813,699 | -$167,245 | -3.36% | |
| Focus Partners Wealth | 0.01% | 258,990 | $4,936,349 | $4,770,596 | -$165,753 | -3.36% | |
| Baird Financial Group, Inc. | 0.01% | 258,863 | $4,933,929 | $4,768,256 | -$165,673 | -3.36% | |
| Commonwealth Equity Services, Llc | 0.01% | 253,344 | $4,828,734 | $4,666,596 | -$162,138 | -3.36% | |
| Rockefeller Capital Management L.P. | 0.01% | 205,725 | $3,921,136 | $3,789,455 | -$131,681 | -3.36% | |
| Grey Ledge Advisors, Llc | 0.79% | 205,655 | $3,919,784 | $3,788,165 | -$131,619 | -3.36% | |
| Investment Partners, Ltd. | 0.60% | 211,070 | $3,873,118 | $3,887,909 | +$14,791 | +0.38% | |
| Jpmorgan Chase & Co | 0.00% | 192,634 | $3,669,678 | $3,548,318 | -$121,360 | -3.31% | |
| Ocean Park Asset Management, Llc | 0.21% | 192,000 | $3,523,200 | $3,536,640 | +$13,440 | +0.38% | |
| Meadow Creek Wealth Advisors Llc | 2.05% | 175,941 | $3,353,435 | $3,240,833 | -$112,602 | -3.36% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.04% | 160,637 | $2,947,689 | $2,958,934 | +$11,245 | +0.38% | |
| Sanctuary Advisors, Llc | 0.01% | 153,792 | $2,931,281 | $2,832,849 | -$98,432 | -3.36% | |
| Fiduciary Alliance Llc | 0.22% | 156,825 | $2,877,738 | $2,888,717 | +$10,979 | +0.38% | |
| Mainstreet Investment Advisors Llc | 0.36% | 137,845 | $2,627,326 | $2,539,105 | -$88,221 | -3.36% | |
| Insigneo Advisory Services, Llc | 0.09% | 132,073 | $2,517,311 | $2,432,785 | -$84,526 | -3.36% | |
| Massmutual Private Wealth & Trust, Fsb | 0.06% | 133,360 | $2,447,156 | $2,456,491 | +$9,335 | +0.38% | |
| Osaic Holdings, Inc. | 0.00% | 119,001 | $2,268,177 | $2,191,998 | -$76,179 | -3.36% | |
| Legacy Bridge, Llc | 0.72% | 121,890 | $2,236,682 | $2,245,214 | +$8,532 | +0.38% | |
| J.W. Cole Advisors, Inc. | 0.04% | 114,567 | $2,183,637 | $2,110,324 | -$73,313 | -3.36% | |
| Kestra Advisory Services, Llc | 0.01% | 105,218 | $2,005,457 | $1,938,116 | -$67,341 | -3.36% | |
| Fifth Third Bancorp | 0.00% | 104,673 | $1,995,067 | $1,928,077 | -$66,990 | -3.36% | |
| Stifel Financial Corp | 0.00% | 92,218 | $1,757,673 | $1,698,656 | -$59,017 | -3.36% | |
| Bank Of New York Mellon Corp | 0.00% | 87,567 | $1,669,024 | $1,612,984 | -$56,040 | -3.36% |
Frequently asked questions about PREF
Who are the largest institutional holders of PREF?
The largest institutional holders of PREF reported in the latest SEC Form 13F filings include Principal Financial Group Inc, Bank Of America Corp, Ubs Group Ag, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported PREF position.
What is PREF institutional ownership?
This page tracks PREF positions reported by institutional investment managers through SEC Form 13F. PRNCPAL SPCTRM PREF SEC ACTV (PREF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PREF?
InsiderSet currently tracks 133 institutional managers reporting PREF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PREF shareholders.
How much PREF stock do institutions own?
Institutional investment managers disclosed approximately $1.49B in PREF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PREF institutional ownership last updated?
The latest PREF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PREF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PREF position after the reporting date.
Are institutions buying or selling PREF?
Institutional buying and selling can be analyzed by comparing PREF positions across consecutive 13F reporting periods. InsiderSet's PREF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PREF ownership changes.
How has PREF institutional ownership changed over time?
InsiderSet tracks PREF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.