PREF
Principal Spectrum Preferred Securities Active ETF$18.95-0.01 (-0.03%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.3695213000078999e+212T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 7,181,546 | $137.0M | 0.02% | Share |
| 2 | MORGAN STANLEY | 6,865,873 | $130.0M | 0.01% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 4,171,286 | $79.0M | 0.01% | Share |
| 4 | BANK OF AMERICA CORP /DE/ | 4,063,277 | $77.0M | 0.01% | Share |
| 5 | ROYAL BANK OF CANADA | 3,300,060 | $62.0M | 0.01% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 3,294,115 | $62.0M | 0.01% | Share |
| 7 | LPL Financial LLC | 3,030,604 | $57.0M | 0.02% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 2,990,277 | $57.0M | 0.00% | Share |
| 9 | IFC Advisors LLC | 2,682,109 | $51.1M | 7.47% | Share |
| 10 | AMERIPRISE FINANCIAL INC | 1,775,975 | $33.0M | 0.01% | Share |
| 11 | Permanens Capital L.P. | 1,715,767 | $32.7M | 4.27% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,225,300 | $23.0M | 0.01% | Share |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,188,051 | $22.7M | 0.03% | Share |
| 14 | PRINCIPAL SECURITIES, INC. | 927,395 | $17.0M | 0.26% | Share |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 809,086 | $15.0M | 0.00% | Share |
| 16 | Bensler, LLC | 707,404 | $13.5M | 1.35% | Share |
| 17 | BENJAMIN EDWARDS INC | 636,343 | $12.1M | 0.13% | Share |
| 18 | WELLS FARGO & COMPANY/MN | 657,982 | $12.0M | 0.00% | Share |
| 19 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 615,452 | $11.7M | 1.90% | Share |
| 20 | RAYMOND JAMES FINANCIAL INC | 580,998 | $11.0M | 0.00% | Share |
| 21 | Mariner, LLC | 501,239 | $9.0M | 0.01% | Share |
| 22 | Berger Financial Group, Inc | 455,416 | $8.7M | 0.50% | Share |
| 23 | ROGCO, LP | 387,187 | $7.4M | 2.44% | Share |
| 24 | Tyche Wealth Partners LLC | 384,025 | $7.3M | 1.16% | Share |
| 25 | L2 Asset Management, LLC | 315,644 | $6.0M | 0.80% | Share |
| 26 | NewEdge Advisors, LLC | 348,879 | $6.0M | 0.02% | Share |
| 27 | PSI Advisors, LLC | 265,819 | $5.1M | 1.27% | Share |
| 28 | PRINCIPAL FINANCIAL GROUP INC | 264,613 | $5.0M | 0.00% | Share |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 268,683 | $5.0M | 0.01% | Share |
| 30 | Baird Financial Group, Inc. | 248,905 | $4.0M | 0.01% | Share |
| 31 | Focus Partners Wealth | 260,375 | $4.0M | 0.00% | Share |
| 32 | Grey Ledge Advisors, LLC | 208,749 | $4.0M | 0.90% | Share |
| 33 | Ocean Park Asset Management, LLC | 192,000 | $3.7M | 0.17% | Share |
| 34 | Miller Global Investments, LLC | 157,891 | $3.0M | 2.72% | Share |
| 35 | Rockefeller Capital Management L.P. | 162,835 | $3.0M | 0.01% | Share |
| 36 | Private Advisor Group, LLC | 204,334 | $3.0M | 0.01% | Share |
| 37 | Meadow Creek Wealth Advisors LLC | 139,176 | $2.7M | 1.70% | Share |
| 38 | MainStreet Investment Advisors LLC | 135,650 | $2.6M | 0.37% | Share |
| 39 | MassMutual Private Wealth & Trust, FSB | 134,715 | $2.6M | 0.07% | Share |
| 40 | Fiduciary Alliance LLC | 134,118 | $2.6M | 0.17% | Share |
| 41 | INSIGNEO ADVISORY SERVICES, LLC | 134,031 | $2.6M | 0.18% | Share |
| 42 | Legacy Bridge, LLC | 125,605 | $2.4M | 0.97% | Share |
| 43 | AXS Investments LLC | 123,103 | $2.3M | 1.13% | Share |
| 44 | J.W. COLE ADVISORS, INC. | 117,090 | $2.2M | 0.05% | Share |
| 45 | Sanctuary Advisors, LLC | 109,376 | $2.1M | 0.01% | Share |
| 46 | Creative Planning | 143,726 | $2.0M | 0.00% | Share |
| 47 | FOCUSED ALPHA, LLC | 138,592 | $2.0M | 0.59% | Share |
| 48 | INVESTMENT PARTNERS, LTD. | 99,541 | $1.9M | 0.66% | Share |
| 49 | Willis Johnson & Associates, Inc. | 99,339 | $1.9M | 0.12% | Share |
| 50 | COMERICA BANK | 98,347 | $1.9M | 0.01% | Share |