# PRINCIPAL EXCHANGE TRADED FD (PREF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PREF/

- Reporting holders: 5
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.4M | 133,360 | 0.1% | 18 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.0M | 55,522 | 0.4% | 15 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $74.3K | 4,050 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $21.6K | 1,179 | 0.0% | 14 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $9.1K | 495 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $3.6M |
| Q2 2026 | 136 | $1.4B |
| Q1 2026 | 132 | $1.2B |
| Q4 2025 | 134 | $1.1B |
| Q3 2025 | 125 | $1.0B |
| Q2 2025 | 125 | $1.0B |
| Q1 2025 | 115 | $895.4M |
| Q4 2024 | 105 | $815.9M |
| Q3 2024 | 93 | $734.7M |
| Q2 2024 | 93 | $709.2M |
| Q1 2024 | 84 | $817.1M |
| Q4 2023 | 88 | $690.4M |