PRNCPAL SPCTRM PREF SEC ACTV (PREF) Institutional Shareholders
PRNCPAL SPCTRM PREF SEC ACTV (PREF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.14B in PREF holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PREF tracked by InsiderSet, reporting ownership valued at approximately $220.88M in its March 31, 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 $221.59M, representing an estimated gain of +0.32% 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 Bank Of America Corp, Ubs Group Ag, Morgan Stanley, 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
132
Total Reported Value
$1.14B
Largest Holder
Bank Of America Corp
Largest Position
$220.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
153
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 11,736,590 | $220,882,619 | $221,586,819 | +$704,200 | +0.32% | |
| Ubs Group Ag | 0.03% | 7,738,404 | $145,636,763 | $146,101,068 | +$464,305 | +0.32% | |
| Morgan Stanley | 0.01% | 7,393,760 | $139,150,583 | $139,594,189 | +$443,606 | +0.32% | |
| Wells Fargo & Company/Mn | 0.01% | 3,750,863 | $70,591,239 | $70,816,293 | +$225,054 | +0.32% | |
| Lpl Financial Llc | 0.02% | 3,105,457 | $58,444,703 | $58,631,028 | +$186,325 | +0.32% | |
| Royal Bank Of Canada | 0.01% | 3,103,712 | $58,411,000 | $58,598,083 | +$187,083 | +0.32% | |
| Ifc Advisors Llc | 7.35% | 2,730,332 | $51,384,848 | $51,548,668 | +$163,820 | +0.32% | |
| Ameriprise Financial Inc | 0.01% | 2,197,396 | $41,358,853 | $41,486,836 | +$127,983 | +0.31% | |
| Raymond James Financial Inc | 0.01% | 1,859,739 | $35,000,283 | $35,111,872 | +$111,589 | +0.32% | |
| Principal Securities, Inc. | 0.33% | 1,212,564 | $22,820,456 | $22,893,208 | +$72,752 | +0.32% | |
| Envestnet Asset Management Inc | 0.01% | 1,078,814 | $20,303,275 | $20,368,008 | +$64,733 | +0.32% | |
| Bensler, Llc | 1.56% | 927,050 | $17,669,584 | $17,502,704 | -$166,880 | -0.94% | |
| L2 Asset Management, Llc | 1.52% | 849,548 | $15,988,492 | $16,039,466 | +$50,974 | +0.32% | |
| Permanens Capital L.P. | 2.05% | 847,144 | $15,943,250 | $15,994,079 | +$50,829 | +0.32% | |
| Cornerstone Advisors Asset Management, Llc | 1.88% | 648,514 | $12,205,050 | $12,243,944 | +$38,894 | +0.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 633,860 | $12,021,160 | $11,967,277 | -$53,883 | -0.45% | |
| Benjamin Edwards Inc | 0.11% | 614,837 | $11,718,497 | $11,608,123 | -$110,374 | -0.94% | |
| Private Advisor Group, Llc | 0.05% | 575,695 | $10,972,748 | $10,869,122 | -$103,626 | -0.94% | |
| Mariner, Llc | 0.01% | 531,063 | $9,994,591 | $10,026,469 | +$31,878 | +0.32% | |
| Rogco, Lp | 2.37% | 406,720 | $7,752,083 | $7,678,874 | -$73,209 | -0.94% | |
| Berger Financial Group, Inc | 0.43% | 403,943 | $7,602,202 | $7,626,444 | +$24,242 | +0.32% | |
| Capital Investment Advisory Services, Llc | 0.47% | 397,911 | $7,584,184 | $7,512,560 | -$71,624 | -0.94% | |
| Daymark Wealth Partners, Llc | 0.18% | 381,019 | $7,262,222 | $7,193,639 | -$68,583 | -0.94% | |
| Jane Street Group, Llc | 0.01% | 320,519 | $6,032,168 | $6,051,399 | +$19,231 | +0.32% | |
| Newedge Advisors, Llc | 0.28% | 54,035 | $5,986,999 | $1,020,181 | -$4,966,818 | -82.96% | |
| Principal Financial Group Inc | 0.00% | 313,421 | $5,898,601 | $5,917,388 | +$18,787 | +0.32% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 308,606 | $5,807,966 | $5,826,481 | +$18,515 | +0.32% | |
| Psi Advisors, Llc | 1.28% | 283,605 | $5,337,456 | $5,354,462 | +$17,006 | +0.32% | |
| Focus Partners Wealth | 0.01% | 260,375 | $4,900,258 | $4,915,880 | +$15,622 | +0.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 253,344 | $4,828,734 | $4,783,135 | -$45,599 | -0.94% | |
| Spartan Wealth Advisory Services Llc | 0.42% | 255,406 | $4,806,733 | $4,822,065 | +$15,332 | +0.32% | |
| Baird Financial Group, Inc. | 0.01% | 241,299 | $4,541,247 | $4,555,725 | +$14,478 | +0.32% | |
| Grey Ledge Advisors, Llc | 0.79% | 205,655 | $3,919,784 | $3,882,766 | -$37,018 | -0.94% | |
| Rockefeller Capital Management L.P. | 0.01% | 195,349 | $3,676,475 | $3,688,189 | +$11,714 | +0.32% | |
| Ocean Park Asset Management, Llc | 0.18% | 192,000 | $3,659,520 | $3,624,960 | -$34,560 | -0.94% | |
| &Partners | 0.02% | 175,575 | $3,288,386 | $3,314,856 | +$26,470 | +0.80% | |
| Fiduciary Alliance Llc | 0.21% | 162,452 | $3,096,334 | $3,067,094 | -$29,240 | -0.94% | |
| Meadow Creek Wealth Advisors Llc | 1.82% | 149,078 | $2,805,648 | $2,814,593 | +$8,945 | +0.32% | |
| Creative Planning | 0.00% | 144,954 | $2,728,039 | $2,736,732 | +$8,693 | +0.32% | |
| Mainstreet Investment Advisors Llc | 0.40% | 140,310 | $2,640,634 | $2,649,053 | +$8,419 | +0.32% | |
| Focused Alpha, Llc | 0.81% | 138,592 | $2,608,301 | $2,616,617 | +$8,316 | +0.32% | |
| Sanctuary Advisors, Llc | 0.01% | 137,547 | $2,588,634 | $2,596,887 | +$8,253 | +0.32% | |
| Massmutual Private Wealth & Trust, Fsb | 0.07% | 134,825 | $2,569,765 | $2,545,496 | -$24,269 | -0.94% | |
| Insigneo Advisory Services, Llc | 0.18% | 134,117 | $2,524,082 | $2,532,129 | +$8,047 | +0.32% | |
| Osaic Holdings, Inc. | 0.00% | 129,547 | $2,438,128 | $2,445,847 | +$7,719 | +0.32% | |
| Legacy Bridge, Llc | 0.89% | 123,545 | $2,325,117 | $2,332,530 | +$7,413 | +0.32% | |
| J.W. Cole Advisors, Inc. | 0.04% | 114,567 | $2,183,637 | $2,163,025 | -$20,612 | -0.94% | |
| Kestra Advisory Services, Llc | 0.01% | 105,218 | $2,005,457 | $1,986,516 | -$18,941 | -0.94% | |
| Fifth Third Bancorp | 0.00% | 105,596 | $1,987,317 | $1,993,652 | +$6,335 | +0.32% | |
| Investment Partners, Ltd. | 0.67% | 99,541 | $1,873,362 | $1,879,334 | +$5,972 | +0.32% |
Frequently asked questions about PREF
Who owns the most PREF stock?
The largest holders of PREF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRNCPAL SPCTRM PREF SEC ACTV (PREF).
Is PREF widely held by superinvestors?
Many widely followed stocks like PREF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PREF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.