114 tracked 13F filers disclose a position in PREF as of the latest SEC 13F filings, a combined $1.1B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $220.9M | 11.7M | ▲+4.4% Added · +492K sh | Q1 2026 | |
| 2 | UBS Group AG | $145.6M | 7.7M | ▲+7.8% Added · +557K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $139.2M | 7.4M | ▲+7.7% Added · +528K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $70.6M | 3.8M | ▼−5.1% Reduced · −201K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $58.4M | 3.1M | ▲+2.5% Added · +75K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $58.4M | 3.1M | ▼−6.3% Reduced · −209K sh | Q1 2026 | |
| 7 | IFC Advisors LLC | $52.9M | 2.8M | ▲+1.6% Added · +43K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $41.4M | 2.2M | ▲+24% Added · +421K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $35.0M | 1.9M | ▼−1.7% Reduced · −32K sh | Q1 2026 | |
| 10 | PRINCIPAL SECURITIES, INC. | $27.1M | 1.4M | ▲+17% Added · +207K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $20.3M | 1.1M | ▲+33% Added · +270K sh | Q1 2026 | |
| 12 | Bensler, LLC | $17.7M | 927K | ▲+11% Added · +95K sh | Q2 2026 | |
| 13 | L2 Asset Management, LLC | $16.0M | 850K | ▲+169% Added · +534K sh | Q1 2026 | |
| 14 | Permanens Capital L.P. | $15.9M | 847K | ▼−51% Reduced · −869K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M | 634K | ▲+5.2% Added · +31K sh | Q2 2026 | |
| 16 | BENJAMIN EDWARDS INC | $11.7M | 615K | ▼−7.2% Reduced · −48K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | $11.0M | 576K | ▲+236% Added · +405K sh | Q2 2026 | |
| 18 | Mariner, LLC | $10.0M | 531K | ▼−4.1% Reduced · −23K sh | Q1 2026 | |
| 19 | Berger Financial Group, Inc | $8.4M | 442K | ▲+9.4% Added · +38K sh | Q2 2026 | |
| 20 | ROGCO, LP | $7.8M | 407K | ▲+2.2% Added · +9K sh | Q2 2026 | |
| 21 | Capital Investment Advisory Services, LLC | $7.6M | 398K | ▲+419% Added · +321K sh | Q2 2026 | |
| 22 | DAYMARK WEALTH PARTNERS, LLC | $7.3M | 381K | ▲New +381K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $6.9M | 369K | ▲+5.8% Added · +20K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $6.0M | 321K | ▲+713% Added · +281K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $5.9M | 313K | ▲+18% Added · +47K 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.
Last quarter, 7 funds opened a new position in PREF and 18 added to an existing one, while 17 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 51 funds | $8.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 51 funds | $1.7B |
| NVIDIA CORPNVDA | 50 funds | $46.8B |
| APPLE INCAAPL | 50 funds | $37.9B |
| MICROSOFT CORPMSFT | 50 funds | $32.7B |
| ALPHABET INC-CL AGOOGL | 50 funds | $19.4B |
| ALPHABET INC-CL CGOOG | 50 funds | $11.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $6.2B |
| VANGUARD S&P 500 ETFVOO | 50 funds | $2.3B |
| AMAZON.COM INCAMZN | 49 funds | $22.1B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $11.1B |
Ranked by how many of PREF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PREFthis pagemc | 114 funds | $1.1B |
| PSCPRIN U S SMALL | 89 funds | $1.8B |
| USMCUS MEGA CP ETF | 72 funds | $3.0B |
| YLDmc | 64 funds | $423.0M |
| PIEQMF Closed and MF Open | 22 funds | $1.6B |
| IGPRNC INVT GRAD | 18 funds | $273.6M |
| PYPRNCPL VLU ETF | 17 funds | $263.5M |
| PSETQUALITY ETF | 17 funds | $26.5M |
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.