Institutional Ownership Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,761
shares
|
$91,601
0.0% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,632
shares
|
$50,639
0.02% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
2,113
shares
|
$40,654
0.03% of portfolio
|
Q2 2025
Reduced 49.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,309
shares
|
$25,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,287
shares
|
$24,761
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
559
shares
|
$10,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
329
shares
|
$6,329
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
150
shares
|
$2,885
0.0% of portfolio
|
Q1 2025
Added 14900.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
41
shares
|
$788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|