PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.6% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 126 pemegang, 58.81M saham, $1.11B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.