Who Owns PRI SPE PRE SEC ACTI-USD INC (PREF)? -- Institutional Holders (2026-06-30)

147 institutions reported holding $1.42B of PRI SPE PRE SEC ACTI-USD INC (PREF) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($255.5M), BANK OF AMERICA CORP /DE/ ($225.3M), UBS Group AG ($147.0M), MORGAN STANLEY ($137.0M), WELLS FARGO & COMPANY/MN ($87.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	PRINCIPAL FINANCIAL GROUP INC	$255.5M	13.4M	Added
2	BANK OF AMERICA CORP /DE/	$225.3M	11.8M	Added
3	UBS Group AG	$147.0M	7.7M	Trimmed
4	MORGAN STANLEY	$137.0M	7.2M	Trimmed
5	WELLS FARGO & COMPANY/MN	$87.0M	4.6M	Added
6	LPL Financial LLC	$61.5M	3.2M	Added
7	Royal Bank of Canada	$60.2M	3.2M	Added
8	IFC Advisors LLC	$52.9M	2.8M	Added
9	RAYMOND JAMES FINANCIAL INC	$36.6M	1.9M	Added
10	AMERIPRISE FINANCIAL INC	$36.2M	1.9M	Trimmed
11	PRINCIPAL SECURITIES, INC.	$27.1M	1.4M	Added
12	ENVESTNET ASSET MANAGEMENT INC	$24.8M	1.3M	Added
13	Permanens Capital L.P.	$21.1M	1.1M	Added
14	Bensler, LLC	$17.7M	927,050	Added
15	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	$16.1M	842,806	Added
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$12.0M	633,860	Added
17	BENJAMIN EDWARDS INC	$11.7M	614,837	Trimmed
18	Private Advisor Group, LLC	$11.0M	575,695	Added
19	Berger Financial Group, Inc	$8.4M	441,919	Added
20	L2 Asset Management, LLC	$8.3M	437,360	Trimmed
21	ROGCO, LP	$7.8M	406,720	Added
22	Capital Investment Advisory Services, LLC	$7.6M	397,911	Added
23	DAYMARK WEALTH PARTNERS, LLC	$7.3M	381,019	New
24	NewEdge Advisors, LLC	$6.9M	364,543	Trimmed
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.5M	341,695	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30