Among active 13F managers last quarter, 4 opened and 21 added, while 17 reduced; the largest holder to move was IFC Advisors LLC (+1.6%).
130 tracked 13F filers disclose a position in PREF as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 11.7M | $220.9M | ▲+4.4% Added · +492K sh | Q1 2026 | |
| 2 | UBS Group AG | 7.7M | $145.6M | ▲+7.8% Added · +557K sh | Q1 2026 | |
| 3 | Morgan Stanley | 7.4M | $139.2M | ▲+7.7% Added · +528K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 3.8M | $70.6M | ▼−5.1% Reduced · −201K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 3.1M | $58.4M | ▲+2.5% Added · +75K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 3.1M | $58.4M | ▼−6.3% Reduced · −209K sh | Q1 2026 | |
| 7 | IFC Advisors LLC | 2.8M | $52.9M | ▲+1.6% Added · +43K sh | Q2 2026 | |
| 8 | Ameriprise Financial Inc | 2.2M | $41.4M | ▲+24% Added · +421K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 1.9M | $35.0M | ▼−1.7% Reduced · −32K sh | Q1 2026 | |
| 10 | Principal Securities, Inc. | 1.4M | $27.1M | ▲+17% Added · +207K sh | Q2 2026 | |
| 11 | Permanens Capital L.P. | 1.1M | $21.1M | ▲+30% Added · +258K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 1.1M | $20.3M | ▲+33% Added · +270K sh | Q1 2026 | |
| 13 | Bensler, LLC | 927K | $17.7M | ▲+11% Added · +95K sh | Q2 2026 | |
| 14 | Cornerstone Advisors Asset Management, LLC | 843K | $16.1M | ▲+30% Added · +194K sh | Q2 2026 | |
| 15 | Wealth Enhancement Advisory Services, LLC | 634K | $12.0M | ▲+5.2% Added · +31K sh | Q2 2026 | |
| 16 | Benjamin Edwards Inc | 615K | $11.7M | ▼−7.2% Reduced · −48K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | 576K | $11.0M | ▲+236% Added · +405K sh | Q2 2026 | |
| 18 | Mariner, LLC | 531K | $10.0M | ▼−4.1% Reduced · −23K sh | Q1 2026 | |
| 19 | Berger Financial Group, Inc | 442K | $8.4M | ▲+9.4% Added · +38K sh | Q2 2026 | |
| 20 | L2 Asset Management, LLC | 437K | $8.3M | ▼−49% Reduced · −412K sh | Q2 2026 | |
| 21 | Rogco, LP | 407K | $7.8M | ▲+2.2% Added · +9K sh | Q2 2026 | |
| 22 | Capital Investment Advisory Services, LLC | 398K | $7.6M | ▲+419% Added · +321K sh | Q2 2026 | |
| 23 | Daymark Wealth Partners, LLC | 381K | $7.3M | ▲New +381K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | 365K | $6.9M | ▼−1.3% Reduced · −5K sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 321K | $6.0M | ▲+713% Added · +281K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in PREF and 21 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 67 funds | $48.4B |
| Apple IncAAPL | 67 funds | $39.8B |
| Microsoft CorpMSFT | 67 funds | $33.3B |
| Alphabet Inc-CL AGOOGL | 67 funds | $20.1B |
| Alphabet Inc-CL CGOOG | 67 funds | $12.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 67 funds | $11.4B |
| Amazon.com IncAMZN | 66 funds | $22.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 66 funds | $6.5B |
| Eli Lilly & CoLLY | 65 funds | $8.9B |
| JPMorgan Chase & CoJPM | 65 funds | $8.6B |
| Ishares Core S&P 500 ETFIVV | 65 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 64 funds | $11.3B |
Ranked by how many of PREF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PREF.
| Class | 13F holders | Value held |
|---|---|---|
| PREFthis pagemc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 95 funds | $1.8B |
| USMCUSMC | 78 funds | $3.0B |
| YLDmc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 21 funds | $284.5M |
| PSETQUALITY ETF | 19 funds | $26.9M |
| PYPRNCPL VLU ETF | 17 funds | $263.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PREF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PREF/capital-change-brief"
Use Arkolith's capital_change_brief for PREF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PREF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.