Principal Exchange-Traded Funds - PREF
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$1.121B
QoQ value delta ($000)
+$26.07M
(+2.38%)
Implied price effect (QoQ)
-0.91%
Shares
Total shares
59,324,007
QoQ shares delta
+1,907,538
(+3.32%)
Total shares held by funds (by quarter)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 130 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 220,882 | 11,736,590 | 0.02% |
| UBS Group AG | 145,636 | 7,738,404 | 0.02% |
| MORGAN STANLEY | 139,150 | 7,393,760 | 0.01% |
| WELLS FARGO & COMPANY/MN | 70,591 | 3,750,863 | 0.01% |
| LPL Financial LLC | 58,444 | 3,105,457 | 0.02% |
| ROYAL BANK OF CANADA | 58,411 | 3,103,712 | 0.01% |
| IFC Advisors LLC | 51,384 | 2,730,332 | 7.35% |
| AMERIPRISE FINANCIAL INC | 41,358 | 2,197,396 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 35,000 | 1,859,739 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 22,820 | 1,212,564 | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 20,303 | 1,078,814 | 0.01% |
| L2 Asset Management, LLC | 15,988 | 849,548 | 1.52% |
| Permanens Capital L.P. | 15,943 | 847,144 | 2.05% |
| Bensler, LLC | 15,654 | 831,810 | 1.62% |
| BENJAMIN EDWARDS INC | 12,471 | 662,675 | 0.12% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 12,205 | 648,514 | 1.88% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,347 | 602,488 | 0.02% |
| Mariner, LLC | 9,994 | 531,063 | 0.01% |
| Berger Financial Group, Inc | 7,602 | 403,943 | 0.43% |
| ROGCO, LP | 7,492 | 398,110 | 2.5% |
| JANE STREET GROUP, LLC | 6,032 | 320,519 | 0.0% |
| NewEdge Advisors, LLC | 5,986 | 54,035 | 0.28% |
| PRINCIPAL FINANCIAL GROUP INC | 5,898 | 313,421 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,807 | 308,606 | 0.0% |
| PSI Advisors, LLC | 5,337 | 283,605 | 1.28% |