Principal Exchange Traded Fund (PREF): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow PREF for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 136

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$19.06

+1.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of PREF (all 13F filers)

Principal Financial Group13.4 MInsurance holding+13.1 M
Bank of America11.8 MBank or trading desk+86 K
UBS Group7.7 MBank or trading desk−25 K
Morgan Stanley7.2 MBank or trading desk−205 K
Wells Fargo4.6 MBank or trading desk+815 K
LPL Financial3.2 MWealth adviser+122 K
Royal Bank of Canada3.2 MBank or trading desk+53 K
IFC Advisors2.8 MType not verified+43 K
Raymond James Financial1.9 MWealth adviser+63 K
Ameriprise Financial1.9 MWealth adviser−297 K

Filer	Type
Principal Financial Group	Insurance holding	13.4 M	+13.1 M	$256M
Bank of America	Bank or trading desk	11.8 M	+86 K	$225M
UBS Group	Bank or trading desk	7.7 M	−25 K	$147M
Morgan Stanley	Bank or trading desk	7.2 M	−205 K	$137M
Wells Fargo	Bank or trading desk	4.6 M	+815 K	$87.0M
LPL Financial	Wealth adviser	3.2 M	+122 K	$61.5M
Royal Bank of Canada	Bank or trading desk	3.2 M	+53 K	$60.2M
IFC Advisors	Type not verified	2.8 M	+43 K	$52.9M
Raymond James Financial	Wealth adviser	1.9 M	+63 K	$36.6M
Ameriprise Financial	Wealth adviser	1.9 M	−297 K	$36.2M

Principal Financial Group
Shares
13.4 M
Change
+13.1 M
See more
Type
Insurance holding
Value
$256M
Bank of America
Shares
11.8 M
Change
+86 K
See more
Type
Bank or trading desk
Value
$225M
UBS Group
Shares
7.7 M
Change
−25 K
See more
Type
Bank or trading desk
Value
$147M
Morgan Stanley
Shares
7.2 M
Change
−205 K
See more
Type
Bank or trading desk
Value
$137M
Wells Fargo
Shares
4.6 M
Change
+815 K
See more
Type
Bank or trading desk
Value
$87.0M
LPL Financial
Shares
3.2 M
Change
+122 K
See more
Type
Wealth adviser
Value
$61.5M
Royal Bank of Canada
Shares
3.2 M
Change
+53 K
See more
Type
Bank or trading desk
Value
$60.2M
IFC Advisors
Shares
2.8 M
Change
+43 K
See more
Type
Type not verified
Value
$52.9M
Raymond James Financial
Shares
1.9 M
Change
+63 K
See more
Type
Wealth adviser
Value
$36.6M
Ameriprise Financial
Shares
1.9 M
Change
−297 K
See more
Type
Wealth adviser
Value
$36.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗