PREF · Insider trading · 13F holders · Congress trades
Principal Exchange Traded Fd (PREF)
Who is buying and selling PREF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PREF at a glance
- No open-market insider purchases or sales of PREF were filed in the last 90 days.
- 19 13F filers hold PREF among their 50 largest positions, worth $171.5M combined. The biggest bets by portfolio weight are IFC Advisors LLC (6.7%), Rogco, LP (2.4%) and Permanens Capital L.P. (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in PREF.
PREF insider trading
No open-market insider purchases or sales of PREF were filed in the last 90 days.
Who owns PREF? Hedge funds and superinvestors
19 13F filers hold PREF among their 50 largest positions, worth $171.5M combined. The biggest bets by portfolio weight are IFC Advisors LLC (6.7%), Rogco, LP (2.4%) and Permanens Capital L.P. (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| IFC Advisors LLCWealth manager | 6.7% | $52.9M | 2,773,798 | +1.6% shares | Q2 2026 |
| Permanens Capital L.P.Wealth manager | 2.2% | $21.1M | 1,104,859 | +30.4% shares | Q2 2026 |
| Bensler, LLCWealth manager | 1.6% | $17.7M | 927,050 | +11.4% shares | Q2 2026 |
| Cornerstone Advisors Asset Management, LLCInstitutional asset manager | 2.1% | $16.1M | 842,806 | +30.0% shares | Q2 2026 |
| Berger Financial Group, IncWealth manager | 0.4% | $8.4M | 441,919 | +9.4% shares | Q2 2026 |
| L2 Asset Management, LLCAsset manager | 0.9% | $8.3M | 437,360 | -48.5% shares | Q2 2026 |
| Rogco, LPInvestment manager | 2.4% | $7.8M | 406,720 | +2.2% shares | Q2 2026 |
| Capital Investment Advisory Services, LLCWealth manager | 0.5% | $7.6M | 397,911 | — | Q2 2026 |
| Focused Alpha, LLCWealth manager | 1.4% | $5.5M | 298,041 | +0.4% shares | Q3 2026 |
| PSI Advisors, LLCWealth manager | 1.2% | $5.3M | 280,460 | -1.1% shares | Q2 2026 |
| Grey Ledge Advisors, LLCWealth manager | 0.8% | $3.9M | 205,655 | +1.7% shares | Q2 2026 |
| Investment Partners, Ltd.Wealth manager | 0.6% | $3.9M | 211,070 | +113.1% shares | Q3 2026 |
| Ocean Park Asset Management, LLCMutual fund manager | 0.2% | $3.5M | 192,000 | — | Q3 2026 |
| Meadow Creek Wealth Advisors LLCWealth manager | 2.0% | $3.4M | 175,941 | +18.0% shares | Q2 2026 |
| Legacy Bridge, LLCWealth manager | 0.7% | $2.2M | 121,890 | -0.8% shares | Q3 2026 |
| Activest Wealth ManagementWealth manager | 0.3% | $1.6M | 84,473 | — | Q3 2026 |
| Valor Advisors LLCWealth manager | 0.7% | $937K | 49,143 | +0.0% shares | Q2 2026 |
| Capital & Planning, LLCWealth manager | 0.4% | $760K | 39,860 | +0.6% shares | Q2 2026 |
| Henderson Brothers Financial Partners, LLCWealth manager | 0.4% | $757K | 39,713 | -47.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 14). Screen PREF in the grand portfolio →
PREF stock trades by members of Congress
No member of Congress has disclosed a trade in PREF.
PREF questions and answers
Are insiders buying PREF stock?
No open-market insider purchases or sales of PREF were filed in the last 90 days.
Which hedge funds own PREF?
19 13F filers hold PREF among their 50 largest positions, worth $171.5M combined. The biggest bets by portfolio weight are IFC Advisors LLC (6.7%), Rogco, LP (2.4%) and Permanens Capital L.P. (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded PREF?
No member of Congress has disclosed a trade in PREF.
Who is the largest holder of PREF?
Among 13F filers, IFC Advisors LLC reports the largest PREF position, $52.9M (2,773,798 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is IFC Advisors LLC's: 6.7% of its portfolio.
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