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 54 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,021
shares
|
$543,607
0.0% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$527,738
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,370
shares
|
$492,177
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
25,285
shares
|
$490,528
0.27% of portfolio
|
Q4 2024
Reduced 39.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
23,043
shares
|
$447,034
0.03% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
21,978
shares
|
$426,373
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
21,068
shares
|
$408,719
0.0% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,257
shares
|
$315,385
0.0% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,799
shares
|
$306,500
0.0% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
15,722
shares
|
$305,006
0.09% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,227
shares
|
$256,603
0.0% of portfolio
|
Q4 2024
Reduced 26.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,193
shares
|
$255,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,331
shares
|
$219,821
0.0% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
11,115
shares
|
$215,630
0.02% of portfolio
|
Q4 2024
Added 65.65%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
10,875
shares
|
$210,974
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,185
shares
|
$197,589
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,237
shares
|
$159,797
0.02% of portfolio
|
Q4 2024
Added 241.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,979
shares
|
$135,392
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$112,985
0.03% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
4,225
shares
|
$81,965
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,154
shares
|
$61,187
0.01% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,147
shares
|
$41,651
0.02% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,128
shares
|
$41,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,254
shares
|
$24,327
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
329
shares
|
$6,382
0.0% of portfolio
|
Q4 2024
Added 31.6%
|