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 69 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,870,483
shares
|
$54.5 Million
0.03% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,112,828
shares
|
$40.1 Million
0.68% of portfolio
|
Q3 2025
Added 46.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,702,391
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,615,916
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2025
Added 58.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,055,546
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
933,334
shares
|
$17.7 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
826,104
shares
|
$15.7 Million
0.51% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
748,137
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
653,699
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2025
Added 168.04%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
539,537
shares
|
$10.3 Million
0.84% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
475,448
shares
|
$9.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
395,362
shares
|
$7.51 Million
0.08% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
388,996
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
276,581
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
267,765
shares
|
$5.09 Million
0.6% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
220,870
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2025
Added 92.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
211,712
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
178,351
shares
|
$3.39 Million
1.06% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
171,253
shares
|
$3.25 Million
0.17% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
156,683
shares
|
$2.98 Million
2.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
129,837
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
116,414
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,303
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
88,969
shares
|
$1.69 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
88,010
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|