Security Snapshot

PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) Institutional Ownership

CUSIP: 74255Y888

13F Institutional Holders and Ownership History from Q3 2017 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

128

Shares (Excl. Options)

59,149,644

Price

$18.82

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Type / Class
Equity / SPECTRUM PFD
Symbol
PREF
Price per share
$19.02
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
59,149,644
Total reported value
$1,113,204,980
% of total 13F portfolios
0%
Share change
+1,831,349
Value change
+$34,261,770
Number of holders
128
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • PREF - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD is tracked under CUSIP 74255Y888.
  • 128 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 132 to 128 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,094,877,502 to $1,113,204,980.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 128 institutions filings for Q1 2026.

Open SEC Evidence

Security key

74255Y888

Latest holder period

Q1 2026

13F holders

128

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 128 institutional investors reported holding 59,149,644 shares of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF).

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 59,149,644 $1,113,204,980 +$34,261,770 $18.82 128
2025 Q4 57,412,126 $1,094,877,502 +$65,447,891 $19.07 132
2025 Q3 53,714,411 $1,028,011,267 +$68,229,743 $19.14 125
2025 Q2 50,078,077 $949,838,988 +$43,882,820 $18.97 123
2025 Q1 47,719,999 $892,249,136 +$74,297,986 $18.70 113
2024 Q4 43,839,127 $815,858,977 +$41,295,387 $18.61 105
2024 Q3 38,940,314 $732,427,138 +$13,468,751 $18.81 93
2024 Q2 38,906,888 $709,109,161 +$43,600,548 $18.22 93
2024 Q1 36,484,712 $662,194,811 +$12,183,458 $18.15 84
2023 Q4 35,819,374 $627,205,765 +$113,690,309 $17.51 88
2023 Q3 28,170,840 $474,480,507 +$49,050,178 $16.86 72
2023 Q2 24,850,710 $421,206,236 +$57,812,960 $16.95 63
2023 Q1 21,504,871 $365,339,523 +$70,024,061 $16.99 66
2022 Q4 17,299,682 $295,996,007 +$94,987,523 $17.11 68
2022 Q3 12,235,753 $205,314,987 -$21,039,947 $16.78 64
2022 Q2 13,438,058 $231,927,116 +$12,461,910 $17.26 68
2022 Q1 12,699,050 $241,132,233 -$32,224,561 $18.99 69
2021 Q4 14,625,137 $296,623,555 +$28,573,464 $20.28 70
2021 Q3 13,193,685 $273,599,391 +$32,929,205 $20.74 61
2021 Q2 11,649,627 $241,426,884 +$29,731,383 $20.72 63
2021 Q1 10,179,722 $207,685,030 +$52,900,162 $20.38 55
2020 Q4 7,579,854 $156,757,418 +$53,135,007 $20.68 46
2020 Q3 4,948,677 $99,371,940 +$59,879,114 $20.08 38
2020 Q2 998,044 $96,967,914 +$15,149,142 $97.16 38
2020 Q1 844,265 $74,081,000 +$12,906,661 $87.75 32
2019 Q4 693,024 $69,764,000 +$7,917,553 $100.66 32
2019 Q3 601,920 $59,919,000 +$10,215,264 $99.55 23
2019 Q2 499,500 $48,652,000 +$8,165,602 $97.38 22
2019 Q1 415,670 $39,573,000 +$4,447,581 $95.19 16
2018 Q4 368,075 $33,150,000 -$720,397 $90.07 14
2018 Q3 375,957 $35,768,000 -$2,139,955 $95.14 15
2018 Q2 398,181 $37,865,000 +$3,690,504 $95.09 14
2018 Q1 359,358 $35,026,000 +$4,909,273 $97.48 9
2017 Q4 308,990 $31,003,000 +$1,513,154 $100.34 6
2017 Q3 293,912 $29,890,000 +$29,890,000 $101.70 3
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