Who Owns PRINCIPAL EXCHANGE TRADED FD (PREF)? -- Institutional Holders (2026-06-30)

146 institutions reported holding $1.42B of PRINCIPAL EXCHANGE TRADED FD (PREF) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($255.5M), BANK OF AMERICA CORP /DE/ ($225.3M), UBS Group AG ($147.0M), MORGAN STANLEY ($137.0M), WELLS FARGO & COMPANY/MN ($87.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRINCIPAL FINANCIAL GROUP INC$255.5M13.4MAdded
2BANK OF AMERICA CORP /DE/$225.3M11.8MAdded
3UBS Group AG$147.0M7.7MTrimmed
4MORGAN STANLEY$137.0M7.2MTrimmed
5WELLS FARGO & COMPANY/MN$87.0M4.6MAdded
6LPL Financial LLC$61.5M3.2MAdded
7Royal Bank of Canada$60.2M3.2MAdded
8IFC Advisors LLC$52.9M2.8MAdded
9RAYMOND JAMES FINANCIAL INC$36.6M1.9MAdded
10AMERIPRISE FINANCIAL INC$36.2M1.9MTrimmed
11PRINCIPAL SECURITIES, INC.$27.1M1.4MAdded
12ENVESTNET ASSET MANAGEMENT INC$24.8M1.3MAdded
13Permanens Capital L.P.$21.1M1.1MAdded
14Bensler, LLC$17.7M927,050Added
15CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$16.1M842,806Added
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.0M633,860Added
17BENJAMIN EDWARDS INC$11.7M614,837Trimmed
18Private Advisor Group, LLC$11.0M575,695Added
19Berger Financial Group, Inc$8.4M441,919Added
20L2 Asset Management, LLC$8.3M437,360Trimmed
21ROGCO, LP$7.8M406,720Added
22Capital Investment Advisory Services, LLC$7.6M397,911Added
23DAYMARK WEALTH PARTNERS, LLC$7.3M381,019New
24NewEdge Advisors, LLC$6.9M364,543Trimmed
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.5M341,695Added

Source: SEC Form 13F filings · as of 2026-06-30