PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.25M | — | $214.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | UBS Group AG | 7.18M | — | $136.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.87M | +4.1% | $130.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 3.95M | — | $75.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 3.31M | — | $63.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 3.03M | — | $57.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.89M | — | $36.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 1.78M | — | $33.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 1.19M | — | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 809.09K | — | $15.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 553.60K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 268.68K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Principal Financial Group Inc | 266.25K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 260.38K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 248.91K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 162.84K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 143.73K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 90.36K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 86.95K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 84.66K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 65.24K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 65.24K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 59.07K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mirae Asset Global Investments Co.… | 44.74K | — | $853,230 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 39.40K | — | $751,396 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 19.87K | -24.7% | $378,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 10.85K | — | $207,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 10.45K | — | $199,264 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 10.32K | — | $196,860 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 2.39K | — | $45,577 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 933 | — | $17,792 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 870 | — | $16,591 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 686 | +250.0% | $13,082 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 502 | — | $9,573 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 20 | — | $381 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 43 | +2.4% | $82 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 58.81M Anteile, $1.11B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.