Institutional Ownership Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
78,615
shares
|
$1.5 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
78,578
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
78,543
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
78,346
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
73,375
shares
|
$1.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
66,894
shares
|
$1.28 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,100
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
60,010
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,666
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
Added 50.42%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
59,335
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
56,278
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,237
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
55,610
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
55,603
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
54,005
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
47,378
shares
|
$904,919
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
44,543
shares
|
$850,771
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$785,411
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
39,474
shares
|
$753,953
0.19% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
38,426
shares
|
$733,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
36,694
shares
|
$700,855
0.3% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
36,650
shares
|
$700,015
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
35,434
shares
|
$676,789
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
34,488
shares
|
$658,720
0.11% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
34,241
shares
|
$654,003
0.38% of portfolio
|
Q1 2025
New holding
|