证券记录 · 已归档季度
PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
36被追踪持有人
0Δ持有人
43.75M持有股份
$834.34M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.6% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 126 持有人, 58.81M 股份, $1.11B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据