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 133 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
15,144
shares
|
$288,947
0.17% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
14,874
shares
|
$283,795
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
14,694
shares
|
$280,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,610
shares
|
$259,678
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,836
shares
|
$244,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
11,787
shares
|
$224,895
0.14% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,536
shares
|
$220,106
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
11,392
shares
|
$217,359
0.11% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,868
shares
|
$207,361
0.02% of portfolio
|
Q3 2025
Added 78.34%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,837
shares
|
$206,769
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,827
shares
|
$206,579
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,703
shares
|
$204,213
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,111
shares
|
$192,917
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
9,700
shares
|
$185,075
0.09% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
8,205
shares
|
$156,551
0.02% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,135
shares
|
$117,055
0.04% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$95,399
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,554
shares
|
$48,730
0.0% of portfolio
|
Q3 2025
Reduced 86.93%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,390
shares
|
$45,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$30,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,500
shares
|
$28,619
0.0% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,340
shares
|
$25,567
0.0% of portfolio
|
Q3 2025
Reduced 48.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
732
shares
|
$13,966
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
502
shares
|
$9,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
495
shares
|
$9,444
0.0% of portfolio
|
Q3 2024
New holding
|
|