PRINCIPAL EXCHANGE TRADED FD SPECTRUM PREFERR is a security (CUSIP 74255Y763) tracked across SEC portfolio filings. 15 institutional managers reported $76.4M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | DES MOINES, IA | $40.3M | 2,067,332 |
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $15.9M | 813,521 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.8M | 808,638 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $2.6M | 135,241 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $632K | 32,779 |
| HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE, MD | $613K | 31,447 |
| Capital Investment Advisory Services, LLC | RALEIGH, NC | $487K | 24,980 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $49K | 2,556 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $17K | 885 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $6K | 283 |
| ASSETMARK, INC | CONCORD, CA | $858 | 44 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $294 | 15,075 |
| UBS Group AG | Zurich, V8 | $135 | 7 |
| MORGAN STANLEY | NEW YORK, NY | $27 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |