PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $875,017 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 21.25K | Nieuw | $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 | Nieuw | $9,410 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 229 | Nieuw | $4,310 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 44 | +2.3% | $83 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Citadel Advisors | $378,902 | was 0.0% |
| Cetera Investment Advisers | $199,264 | was 0.0% |
| Jones Financial Companies Lllp | $17,792 | was 0.0% |
| Bnp Paribas Financial Markets | $381 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 58.81M aandelen, $1.11B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.