Who Owns INV PREFERRED ETF (PGX)? -- Institutional Holders (2026-06-30)

464 institutions reported holding $2.31B of INV PREFERRED ETF (PGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($944.2M), Bramshill Investments, LLC ($124.6M), WELLS FARGO & COMPANY/MN ($121.7M), UBS Group AG ($103.0M), JPMORGAN CHASE & CO ($77.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$944.2M	87.1M	Added
2	Bramshill Investments, LLC	$124.6M	11.5M	Added
3	WELLS FARGO & COMPANY/MN	$121.7M	11.2M	Trimmed
4	UBS Group AG	$103.0M	9.5M	Added
5	JPMORGAN CHASE & CO	$77.0M	7.1M	Added
6	Centiva Capital, LP	$74.9M	6.9M	New
7	MORGAN STANLEY	$67.5M	6.2M	Trimmed
8	COHEN & STEERS, INC.	$60.3M	5.6M	Added
9	LPL Financial LLC	$53.8M	5.0M	Trimmed
10	Spectrum Asset Management, Inc.	$53.7M	5.0M	Added
11	AMERIPRISE FINANCIAL INC	$45.8M	4.2M	Added
12	BESSEMER GROUP INC	$37.7M	3.5M	Hold
13	Allworth Financial LP	$37.3M	3.4M	Added
14	RAYMOND JAMES FINANCIAL INC	$32.2M	3.0M	Added
15	Royal Bank of Canada	$30.7M	2.8M	Trimmed
16	FIRST TRUST ADVISORS LP	$19.5M	1.8M	New
17	Checchi Capital Advisers, LLC	$17.0M	1.6M	Added
18	Clearstead Advisors, LLC	$17.0M	1.6M	Trimmed
19	OSAIC HOLDINGS, INC.	$14.1M	1.3M	Added
20	STONEBRIDGE ADVISORS LLC	$13.3M	1.2M	Added
21	HUNTINGTON NATIONAL BANK	$12.7M	0	Trimmed
22	UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	$11.4M	1.0M	Trimmed
23	MAI Capital Management	$10.6M	978,076	Added
24	ENVESTNET ASSET MANAGEMENT INC	$10.6M	976,257	Added
25	Private Advisor Group, LLC	$10.4M	961,695	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30