PRI SPE PRE SEC ACTI-USD INC PREF
$18.99
+0.0% 52w: $17.92 – $18.99
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data17.9218.4518.99
Jun 20, 2025 Jul 2, 2026
Institutional holders
129
-5 QoQ
13F value
$1.12B
+2.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns PREF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.7M | $220.9M | 0.0% | +4.4% |
| UBS Group AG | Bank broker | 7.7M | $145.6M | 0.0% | +7.8% |
| MORGAN STANLEY | Bank broker | 7.4M | $139.2M | 0.0% | +7.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.8M | $70.6M | 0.0% | -5.1% |
| LPL Financial LLC | Bank broker | 3.1M | $58.4M | 0.0% | +2.5% |
| ROYAL BANK OF CANADA | Bank broker | 3.1M | $58.4M | 0.0% | -6.3% |
| IFC Advisors LLC | Wealth advisor | 2.7M | $51.4M | 7.4% | +1.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.2M | $41.4M | 0.0% | +23.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $35.0M | 0.0% | -1.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 1.2M | $22.8M | 0.3% | +30.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $20.3M | 0.0% | +33.3% |
| L2 Asset Management, LLC | Other | 849.5K | $16.0M | 1.5% | +169.1% |
| Permanens Capital L.P. | Wealth advisor | 847.1K | $15.9M | 2.1% | -50.6% |
| Bensler, LLC | Other | 831.8K | $15.7M | 1.6% | +17.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 662.7K | $12.5M | 0.1% | -4.2% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 648.5K | $12.2M | 1.9% | +5.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 602.5K | $11.3M | 0.0% | -49.3% |
| Mariner, LLC | Diversified mechanical | 531.1K | $10.0M | 0.0% | -4.1% |
| Berger Financial Group, Inc | Wealth advisor | 403.9K | $7.6M | 0.4% | -11.3% |
| ROGCO, LP | Wealth advisor | 398.1K | $7.5M | 2.5% | +2.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 369.3K | $6.9M | 0.0% | +5.8% |
| JANE STREET GROUP, LLC | Market maker | 320.5K | $6.0M | 0.0% | +713.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 313.4K | $5.9M | 0.0% | +17.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 308.6K | $5.8M | 0.0% | +35372.0% |
| PSI Advisors, LLC | Wealth advisor | 283.6K | $5.3M | 1.3% | -2.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 275.6K | $5.2M | 0.0% | +2.6% |
| Focus Partners Wealth | Wealth advisor | 260.4K | $4.9M | 0.0% | Held |
| Spartan Wealth Advisory Services LLC | Other | 255.4K | $4.8M | 0.4% | — |
| Baird Financial Group, Inc. | Diversified mechanical | 241.3K | $4.5M | 0.0% | -3.1% |
| Grey Ledge Advisors, LLC | Wealth advisor | 202.2K | $3.8M | 0.9% | -3.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 195.3K | $3.7M | 0.0% | +20.0% |
| Ocean Park Asset Management, LLC | Wealth advisor | 192.0K | $3.6M | 0.2% | Held |
| JPMORGAN CHASE & CO | Bank broker | 190.3K | $3.6M | 0.0% | +27633.7% |
| &PARTNERS | Diversified mechanical | 175.6K | $3.3M | 0.0% | +69.2% |
| Private Advisor Group, LLC | Wealth advisor | 171.1K | $3.2M | 0.0% | -16.2% |
| Miller Global Investments, LLC | Other | 152.3K | $2.9M | 2.6% | -3.5% |
| Fiduciary Alliance LLC | Other | 148.3K | $2.8M | 0.2% | +10.6% |
| Meadow Creek Wealth Advisors LLC ★2 | Fundamental diversified | 149.1K | $2.8M | 1.8% | +7.1% |
| Creative Planning | Wealth advisor | 145.0K | $2.7M | 0.0% | +0.9% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 140.3K | $2.6M | 0.1% | +4.2% |
| MainStreet Investment Advisors LLC | Other | 140.3K | $2.6M | 0.4% | +3.4% |
| FOCUSED ALPHA, LLC | Wealth advisor | 138.6K | $2.6M | 0.8% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 137.5K | $2.6M | 0.0% | +25.8% |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 134.1K | $2.5M | 0.2% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 129.5K | $2.4M | 0.0% | +43.4% |
| Legacy Bridge, LLC | Other | 123.5K | $2.3M | 0.9% | -1.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 105.6K | $2.0M | 0.0% | +20935.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 100.2K | $1.9M | 0.0% | +24.3% |
| INVESTMENT PARTNERS, LTD. | Wealth advisor | 99.5K | $1.9M | 0.7% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 91.2K | $1.7M | 0.0% | +7.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.