§ EQUITY
USDPREF
PRI SPE PRE SEC ACTI-USD INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
79 increased/new, 36 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 11.7M | 0.0% | +4% |
| UBS Group AG | 7.7M | 0.0% | +8% |
| Morgan Stanley | 7.4M | 0.0% | n/a |
| Wells Fargo & Company | 3.8M | n/a | −5% |
| LPL Financial LLC | 3.1M | 0.0% | +2% |
| ROYAL BANK OF CANADA | 3.1M | 0.0% | −6% |
◇ AC INTELLIGENCE
Top institutional owners for PREF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK57.8% · 14 holders
OTHER37.4% · 111 holders
QUALITY / COMPOUNDER3.7% · 2 holders
INCOME / DEFENSIVE1.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PREF in the last 180 days.