PRINCIPAL EXCHANGE TRADED FD (PREF): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in PREF. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$4.2M
Across holders
Last Price
$18.83
2026-08-24
Sector
GICS
Quarterly fund activity2 increased0 reduced0 exited
Institutional Holders of PREF
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund206K$3.9M93.5%0.0%Added+$198KQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund14K$272K6.5%0.0%AddedQ2 2026
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