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PRI SPE PRE SEC Acti-Usd Inc (PREF)

CUSIP: 74255Y888 | NYSE | 281 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Principal Financial Group Inc17,767,823
0.2% of portfolio›$326.4M
Bensler, LLC1,035,017
1.8% of portfolio›$19.0M
Wealth Enhancement Advisory Services, LLC661,041
0.0% of portfolio›$12.1M
Capital Investment Advisory Services, LLC451,818
0.5% of portfolio›$8.3M
Daymark Wealth Partners, LLC426,069
0.2% of portfolio›$7.8M
Focused Alpha, LLC298,041
1.4% of portfolio›$5.5M
Commonwealth Equity Services, LLC261,427
0.0% of portfolio›$4.8M
Grey Ledge Advisors, LLC211,237
0.8% of portfolio›$3.9M
Investment Partners, Ltd.211,070
0.6% of portfolio›$3.9M
Ocean Park Asset Management, LLC192,000
0.2% of portfolio›$3.5M
Meadow Creek Wealth Advisors LLC179,401
1.9% of portfolio›$3.3M
Cliftonlarsonallen Wealth Advisors, LLC160,637
0.0% of portfolio›$2.9M
Creative Planning159,558
0.0% of portfolio›$2.9M
Fiduciary Alliance LLC156,825
0.2% of portfolio›$2.9M
MassMutual Private Wealth & Trust, FSB133,360
0.1% of portfolio›$2.4M
Legacy Bridge, LLC121,890
0.7% of portfolio›$2.2M
Kestra Advisory Services, LLC112,435
0.0% of portfolio›$2.1M
J.W. Cole Advisors, Inc.105,673
0.0% of portfolio›$1.9M
Fifth Third Bancorp104,109
0.0% of portfolio›$1.9M
Bank of New York Mellon Corp87,077
0.0% of portfolio›$1.6M
Activest Wealth Management84,473
0.3% of portfolio›$1.6M
Gilliland Jeter Wealth Management LLC81,415
0.4% of portfolio›$1.5M
Willis Johnson Wealth, Inc.78,868
0.1% of portfolio›$1.4M
LexAurum Advisors, LLC65,359
0.1% of portfolio›$1.2M
Mengis Capital Management, Inc.63,800
0.2% of portfolio›$1.2M
Truist Financial Corp63,508
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC58,222
0.0% of portfolio›$1.1M
First Citizens Financial Corp55,522
0.4% of portfolio›$1.0M
Flagstar Securities, Inc48,881
0.3% of portfolio›$897.0K
Henderson Brothers Financial Partners, LLC44,261
0.3% of portfolio›$812.2K
Mechanics Financial Corp42,764
0.3% of portfolio›$784.7K
US Bancorp \de\40,000
0.0% of portfolio›$734.0K
Heritage Wealth Management, Inc.36,076
0.2% of portfolio›$662.0K
Cambridge Investment Research Advisors, Inc.32,831
0.0% of portfolio›$602
Axxcess Wealth Management, LLC20,757
0.0% of portfolio›$380.9K
Pinnacle Bancorp, Inc.20,717
0.1% of portfolio›$380.2K
XML Financial, LLC19,101
0.0% of portfolio›$350.5K
Platform Technology Partners19,000
0.1% of portfolio›$348.7K
Prospera Financial Services Inc17,487
0.0% of portfolio›$322.1K
W.G. Shaheen & Associates DBA Whitney & Co16,500
0.0% of portfolio›$302.8K
Flynn Zito Capital Management, LLC16,398
0.1% of portfolio›$300.9K
Indivisible Partners15,152
0.0% of portfolio›$278.0K
VestGen Advisors, LLC15,032
0.0% of portfolio›$275.8K
Mirae Asset Global Investments Co., Ltd.13,932
0.0% of portfolio›$255.7K
MBL Wealth, LLC12,500
0.0% of portfolio›$229.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,071
0.0% of portfolio›$203.2K
Sensible Money, LLC10,038
0.0% of portfolio›$184.2K
Asset Dedication, LLC10,038
0.0% of portfolio›$184.2K
Private Trust Co NA9,396
0.0% of portfolio›$172.4K
Kingdom Financial Group Llc.9,088
0.0% of portfolio›$166.8K
Whipplewood Advisors, LLC8,528
0.1% of portfolio›$156.5K
JFS Wealth Advisors, LLC6,766
0.0% of portfolio›$124.2K
IFP Advisors, Inc6,066
0.0% of portfolio›$111.3K
Harbor Investment Advisory, LLC5,000
0.0% of portfolio›$91.8K
Roxbury Financial LLC4,050
0.1% of portfolio›$74.3K
Assetmark, Inc2,837
0.0% of portfolio›$52.1K
UMB Private Wealth Management, LLC1,942
0.0% of portfolio›$35.6K
Farther Finance Advisors, LLC1,179
0.0% of portfolio›$21.6K
Cape Investment Advisory, Inc.800
0.0% of portfolio›$14.7K
Rosenberg Matthew Hamilton495
0.0% of portfolio›$9.1K
StyleTurnoverLocationFiled
Principal Financial Group Inc
17,767,823$326.4M0.2%CoreLowDes Moines, IA2026-11-02
Bensler, LLC
1,035,017$19.0M1.8%MomentumMediumBellevue, WA2026-11-05
Wealth Enhancement Advisory Services, LLC
661,041$12.1M0.0%CoreLowPlymouth, MN2026-10-13
Capital Investment Advisory Services, LLC
451,818$8.3M0.5%CoreMediumRaleigh, NC2026-10-30
Daymark Wealth Partners, LLC
426,069$7.8M0.2%CoreLowCincinnati, OH2026-11-04
Focused Alpha, LLC
298,041$5.5M1.4%CoreMediumDenver, CO2026-10-20
Commonwealth Equity Services, LLC
261,427$4.8M0.0%ETFLowWaltham, MA2026-11-02
Grey Ledge Advisors, LLC
211,237$3.9M0.8%CoreLowGuilford, CT2026-11-02
Investment Partners, Ltd.
211,070$3.9M0.6%ETFVery LowNew Philadelphia, OH2026-10-29
Ocean Park Asset Management, LLC
192,000$3.5M0.2%ETFLowSanta Monica, CA2026-10-21
Meadow Creek Wealth Advisors LLC
179,401$3.3M1.9%CoreLowAtlanta, GA2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
160,637$2.9M0.0%ETFLowMinneapolis, MN2026-10-14
Creative Planning
159,558$2.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Fiduciary Alliance LLC
156,825$2.9M0.2%CoreMediumGreenville, SC2026-10-13
MassMutual Private Wealth & Trust, FSB
133,360$2.4M0.1%CoreLowSpringfield, MA2026-10-05
Legacy Bridge, LLC
121,890$2.2M0.7%GrowthVery LowWest Des Moines, IA2026-10-28
Kestra Advisory Services, LLC
112,435$2.1M0.0%CoreLowAustin, TX2026-11-02
J.W. Cole Advisors, Inc.
105,673$1.9M0.0%IndexLowTampa, FL2026-11-05
Fifth Third Bancorp
104,109$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Bank of New York Mellon Corp
87,077$1.6M0.0%CoreLowNew York, NY2026-11-05
Activest Wealth Management
84,473$1.6M0.3%ETFLowAventura, FL2026-10-15
Gilliland Jeter Wealth Management LLC
81,415$1.5M0.4%GrowthVery LowLittle Rock, AR2026-10-28
Willis Johnson Wealth, Inc.
78,868$1.4M0.1%ETFLowHouston, TX2026-11-03
LexAurum Advisors, LLC
65,359$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Mengis Capital Management, Inc.
63,800$1.2M0.2%CoreLowPortland, OR2026-10-13
Truist Financial Corp
63,508$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
58,222$1.1M0.0%GrowthMediumTampa, FL2026-10-16
First Citizens Financial Corp
55,522$1.0M0.4%ETFLowMason City, IA2026-10-02
Flagstar Securities, Inc
48,881$897.0K0.3%ETFVery LowNew York, NY2026-10-15
Henderson Brothers Financial Partners, LLC
44,261$812.2K0.3%ETFN/APittsburgh, PA2026-11-03
Mechanics Financial Corp
42,764$784.7K0.3%CoreVery LowMansfield, OH2026-11-05
US Bancorp \de\
40,000$734.0K0.0%IndexLowMinneapolis, MN2026-11-05
Heritage Wealth Management, Inc.
36,076$662.0K0.2%CoreLowCincinnati, OH2026-10-28
Cambridge Investment Research Advisors, Inc.
32,831$6020.0%ETFLowFairfield, IA2026-11-02
Axxcess Wealth Management, LLC
20,757$380.9K0.0%CoreLowCarlsbad, CA2026-10-21
Pinnacle Bancorp, Inc.
20,717$380.2K0.1%CoreVery LowBeatrice, NE2026-10-21
XML Financial, LLC
19,101$350.5K0.0%ETFLowBethesda, MD2026-10-29
Platform Technology Partners
19,000$348.7K0.1%CoreVery LowLocust Valley, NY2026-11-02
Prospera Financial Services Inc
17,487$322.1K0.0%CoreMediumDallas, TX2026-11-04
W.G. Shaheen & Associates DBA Whitney & Co
16,500$302.8K0.0%CoreLowRochester, NY2026-11-03
Flynn Zito Capital Management, LLC
16,398$300.9K0.1%ETFLowGarden City, NY2026-11-04
Indivisible Partners
15,152$278.0K0.0%GrowthMediumClearwater, FL2026-10-26
VestGen Advisors, LLC
15,032$275.8K0.0%GrowthMediumChicago, IL2026-10-27
Mirae Asset Global Investments Co., Ltd.
13,932$255.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
MBL Wealth, LLC
12,500$229.4K0.0%ETFLowCharlotte, NC2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
11,071$203.2K0.0%ETFMediumWestlake, OH2026-10-14
Sensible Money, LLC
10,038$184.2K0.0%ETFVery LowScottsdale, AZ2026-10-20
Asset Dedication, LLC
10,038$184.2K0.0%ETFLowSan Francisco, CA2026-11-03
Private Trust Co NA
9,396$172.4K0.0%CoreLowCleveland, OH2026-10-20
Kingdom Financial Group Llc.
9,088$166.8K0.0%ETFMediumPeoria, AZ2026-11-04
Whipplewood Advisors, LLC
8,528$156.5K0.1%ETFLowLittleton, CO2026-10-20
JFS Wealth Advisors, LLC
6,766$124.2K0.0%ETFVery LowHermitage, PA2026-11-03
IFP Advisors, Inc
6,066$111.3K0.0%GrowthLowTampa, FL2026-10-16
Harbor Investment Advisory, LLC
5,000$91.8K0.0%GrowthLowLutherville, MD2026-10-13
Roxbury Financial LLC
4,050$74.3K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Assetmark, Inc
2,837$52.1K0.0%ETFLowConcord, CA2026-10-21
UMB Private Wealth Management, LLC
1,942$35.6K0.0%GrowthN/AKansas City, MO2026-10-19
Farther Finance Advisors, LLC
1,179$21.6K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
800$14.7K0.0%ETFLowMcdonough, GA2026-10-13
Rosenberg Matthew Hamilton
495$9.1K0.0%ETFVery LowGrand Junction, CO2026-10-05