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 63 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $291 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 |
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
75,864
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,657
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
57,995
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
55,621
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
52,376
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
42,475
shares
|
$815,520
0.07% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,650
shares
|
$780,480
0.0% of portfolio
|
Q3 2025
Added 63.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,840
shares
|
$745,728
0.01% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
37,976
shares
|
$729,139
0.13% of portfolio
|
Q3 2025
Added 50.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,341
shares
|
$678,547
0.0% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
32,581
shares
|
$625,555
0.04% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
32,143
shares
|
$617,145
0.34% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
31,638
shares
|
$607,449
0.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
31,181
shares
|
$598,675
0.0% of portfolio
|
Q2 2025
Added 68.76%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
27,270
shares
|
$523,584
0.03% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
27,243
shares
|
$523,065
0.02% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$522,297
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,377
shares
|
$487,238
0.0% of portfolio
|
Q3 2025
Added 22.55%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
23,631
shares
|
$453,715
0.0% of portfolio
|
Q3 2025
Added 100.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
20,521
shares
|
$394,003
0.03% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,934
shares
|
$382,732
0.26% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,063
shares
|
$346,809
0.0% of portfolio
|
Q3 2025
Added 1279.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,591
shares
|
$337,747
0.0% of portfolio
|
Q2 2025
Added 28.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,680
shares
|
$301,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
15,002
shares
|
$288,038
0.05% of portfolio
|
Q2 2025
Reduced 17.15%
|