PREF
Principal Spectrum Preferred Securities Active ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +28.8% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 13.42M | +4180.8% | $255.53M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 11.82M | +0.7% | $225.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | UBS Group AG | 7.71M | -0.3% | $147.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 7.19M | -2.8% | $137.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 4.57M | +21.7% | $87.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | LPL Financial LLC | 3.23M | +3.9% | $61.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 3.16M | +1.7% | $60.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 1.92M | +3.4% | $36.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 1.90M | -13.5% | $36.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.30M | +20.8% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 633.86K | +5.2% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 341.69K | +10.7% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 258.99K | -0.5% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 258.86K | +7.3% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 253.34K | -8.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 205.72K | +5.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 192.63K | +1.2% | $3.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Creative Planning | 150.78K | +4.0% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 119.00K | -8.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Fifth Third Bancorp | 104.67K | -0.9% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 92.22K | +1.1% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 87.57K | +1.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 71.15K | +30.0% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 64.55K | +1.1% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 63.15K | +0.7% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 54.24K | -89.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 40.00K | Baru | $762,400 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 38.43K | +80.8% | $732,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 20.61K | +0.6% | $392,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 14.29K | Baru | $272,329 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mirae Asset Global Investments Co.… | 13.62K | +31.2% | $259,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cetera Investment Advisers | 10.96K | Baru | $208,840 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 2.39K | 0.0% | $45,553 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 302 | +31.9% | $5,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 45 | +2.3% | $86 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Us Bancorp \De\ | $762,400 | 0.0% |
| Gotham Asset Management | $272,329 | 0.0% |
| Cetera Investment Advisers | $208,840 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $6.03M | adalah 0.0% |
| Susquehanna International… | $875,017 | adalah 0.0% |
| UBS AM, a distinct business… | $9,410 | 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.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.