Principal Exchange-Traded Funds - PREF

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.095B

QoQ value delta ($000)

+$128.5M (+13.29%)

Implied price effect (QoQ)

-0.31%

Total shares

57,416,469

QoQ shares delta

+6,891,270 (+13.64%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	214,443	11,245,070	0.02%
UBS Group AG	136,952	7,181,546	0.02%
MORGAN STANLEY	130,934	6,865,997	0.01%
WELLS FARGO & COMPANY/MN	75,366	3,952,097	0.01%
ROYAL BANK OF CANADA	63,181	3,313,098	0.01%
LPL Financial LLC	57,793	3,030,604	0.02%
IFC Advisors LLC	51,147	2,682,109	7.47%
RAYMOND JAMES FINANCIAL INC	36,066	1,891,256	0.01%
AMERIPRISE FINANCIAL INC	33,865	1,775,975	0.01%
Permanens Capital L.P.	32,719	1,715,767	4.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,691	1,188,051	0.03%
PRINCIPAL SECURITIES, INC.	17,685	927,395	0.27%
ENVESTNET ASSET MANAGEMENT INC	15,429	809,086	0.0%
Bensler, LLC	13,490	707,404	1.35%
BENJAMIN EDWARDS INC	13,194	691,936	0.15%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	11,736	615,452	1.9%
Mariner, LLC	10,557	553,600	0.01%
Berger Financial Group, Inc	8,684	455,416	0.5%
ROGCO, LP	7,383	387,187	2.44%
Tyche Wealth Partners LLC	7,323	384,025	1.16%
NewEdge Advisors, LLC	6,653	348,879	0.02%
L2 Asset Management, LLC	6,019	315,644	0.8%
PSI Advisors, LLC	5,728	291,119	1.44%
COMMONWEALTH EQUITY SERVICES, LLC	5,123	268,683	0.01%
PRINCIPAL FINANCIAL GROUP INC	5,077	266,255	0.0%