Catatan efek · kuartal yang diarsipkan
PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
36Pemegang yang dilacak
0Δ pemegang
46.06MSaham yang dipegang
$866.75MNilai yang dilaporkan
+4Posisi baru
−4Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +5.3% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.74M | +4.4% | $220.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | UBS Group AG | 7.74M | +7.8% | $145.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 7.39M | +7.7% | $139.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 3.75M | -5.1% | $70.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 3.11M | +2.5% | $58.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 3.10M | -6.3% | $58.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 2.20M | +23.7% | $41.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.86M | -1.7% | $35.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 1.08M | +33.3% | $20.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 602.49K | -49.3% | $11.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 531.06K | -4.1% | $9.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 320.52K | +713.5% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Principal Financial Group Inc | 313.42K | +17.7% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 308.61K | +35371.9% | $5.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 275.64K | +2.6% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 260.38K | 0.0% | $4.90M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 241.30K | -3.1% | $4.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 195.35K | +20.0% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 190.25K | +27633.7% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 144.95K | +0.8% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 129.55K | +43.4% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 105.60K | +20935.1% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 91.22K | +7.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 85.94K | -1.2% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Cerity Partners LLC | 63.84K | -2.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 62.74K | -3.8% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 54.73K | -7.4% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 46.49K | Baru | $875,017 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 21.25K | Baru | $400,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 20.48K | +98.4% | $385,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 10.94K | +0.9% | $205,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mirae Asset Global Investments Co.… | 10.38K | -76.8% | $195,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 2.39K | 0.0% | $44,980 | 0.0% | Held | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 500 | Baru | $9,410 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 229 | Baru | $4,310 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 44 | +2.3% | $83 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $875,017 | 0.0% |
| Hrt Financial Lp | $400,000 | 0.0% |
| UBS AM, a distinct business… | $9,410 | 0.0% |
| Pnc Financial Services Group… | $4,310 | 0.0% |
Telah keluar
| Citadel Advisors | $378,902 | adalah 0.0% |
| Cetera Investment Advisers | $199,264 | adalah 0.0% |
| Jones Financial Companies Lllp | $17,792 | adalah 0.0% |
| Bnp Paribas Financial Markets | $381 | adalah 0.0% |
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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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