PREF PRINCIPAL EXCHANGE TRADED FD
FollowSPECTRUM PFD (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in PREF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 133,360 | $2.45M | 0.06% | -1,465 | 13F-HRTimeline |
| First Citizens Financial Corp | 55,522 | $1.02M | 0.43% | -2,770 | 13F-HRTimeline |
| Roxbury Financial LLC | 4,050 | $74.3K | 0.06% | +29 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,179 | $21.6K | <0.01% | -984 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 495 | $9.08K | <0.01% | 0 | 13F-HRTimeline |