Principal Exchange-Traded Funds - PREF

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.421B
QoQ value delta ($000)
-$237K (-0.02%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
74,569,701
QoQ shares delta
-5,190 (-0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
PRINCIPAL FINANCIAL GROUP INC 255,525 13,417,050 0.13%
BANK OF AMERICA CORP /DE/ 225,329 11,822,114 0.01%
UBS Group AG 147,016 7,713,331 0.02%
MORGAN STANLEY 137,013 7,188,556 0.01%
WELLS FARGO & COMPANY/MN 87,027 4,565,964 0.01%
LPL Financial LLC 61,506 3,227,005 0.01%
ROYAL BANK OF CANADA 60,174 3,157,079 0.01%
IFC Advisors LLC 52,868 2,773,798 6.71%
RAYMOND JAMES FINANCIAL INC 36,647 1,922,757 0.01%
AMERIPRISE FINANCIAL INC 36,206 1,900,115 0.01%
PRINCIPAL SECURITIES, INC. 27,056 1,419,536 0.33%
ENVESTNET ASSET MANAGEMENT INC 24,841 1,303,346 0.01%
Permanens Capital L.P. 21,058 1,104,859 2.17%
Bensler, LLC 17,669 927,050 1.56%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 16,063 842,806 2.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,021 633,860 0.02%
BENJAMIN EDWARDS INC 11,718 614,837 0.11%
Private Advisor Group, LLC 10,972 575,695 0.05%
Berger Financial Group, Inc 8,422 441,919 0.43%
L2 Asset Management, LLC 8,336 437,360 0.87%
ROGCO, LP 7,752 406,720 2.37%
Capital Investment Advisory Services, LLC 7,584 397,911 0.47%
DAYMARK WEALTH PARTNERS, LLC 7,262 381,019 0.18%
NewEdge Advisors, LLC 6,948 364,543 0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,512 341,695 0.0%