AI Holders Summary · Q2 2026

142 institutions reported PREF in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 20.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$256M13.4M0.13%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$225M11.8M0.01%Q2 2026 03

UBS Group AG

CIK 0001610520

$147M7.7M0.02%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$137M7.2M0.01%Q2 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$87M4.6M0.01%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$62M3.2M0.01%Q2 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$60M3.2M0.01%Q2 2026 08

IFC Advisors LLC

CIK 0002053348

$53M2.8M6.71%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$37M1.9M0.01%Q2 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$36M1.9M0.01%Q2 2026 11

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$27M1.4M0.33%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$25M1.3M0.01%Q2 2026 13

Permanens Capital L.P.

CIK 0001599637

$21M1.1M2.17%Q2 2026 14

Bensler, LLC

CIK 0001965941

$18M927K1.56%Q2 2026 15

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CIK 0002044324

$16M843K2.10%Q2 2026 16

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$12M634K0.02%Q2 2026 17

BENJAMIN EDWARDS INC

CIK 0001451623

$12M615K0.11%Q2 2026 18

Private Advisor Group, LLC

CIK 0001567755

$11M576K0.05%Q2 2026 19

Berger Financial Group, Inc

CIK 0001826136

$8M442K0.43%Q2 2026 20

L2 Asset Management, LLC

CIK 0001686988

$8M437K0.87%Q2 2026

Page 1 of 8

122 more holders available. Log in →