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 41 institutions that hold shares in the stock, with a total of 8.93 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
2,315,177
shares
|
$44.9 Million
0.03% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
839,349
shares
|
$16.3 Million
1.26% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
786,043
shares
|
$15.2 Million
1.49% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
664,805
shares
|
$12.9 Million
2.77% of portfolio
|
Q2 2024
Added 44.79%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
568,528
shares
|
$11 Million
1.78% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
565,975
shares
|
$11 Million
0.38% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
540,893
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2024
Added 294.31%
|
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
485,859
shares
|
$9.42 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
386,312
shares
|
$7.49 Million
0.2% of portfolio
|
Q2 2024
Added 18.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
313,717
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2024
Added 297.09%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
262,462
shares
|
$5.09 Million
3.74% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2024 Q2 2024 |
257,082
shares
|
$4.98 Million
2.11% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
200,984
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2024
Added 14.06%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
142,588
shares
|
$2.76 Million
1.57% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jul 30, 2024 Q2 2024 |
98,509
shares
|
$1.91 Million
1.04% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
58,335
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Added 621.97%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
47,105
shares
|
$913,365
0.0% of portfolio
|
Q2 2024
Reduced 63.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,968
shares
|
$833,149
0.0% of portfolio
|
Q2 2024
Reduced 44.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
38,477
shares
|
$746,069
0.03% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,605
shares
|
$729,160
0.01% of portfolio
|
Q4 2022
Added 13.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
36,763
shares
|
$712,834
0.01% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
30,756
shares
|
$596,358
0.17% of portfolio
|
Q2 2024
Added 34.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,523
shares
|
$572,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$527,466
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
25,085
shares
|
$486,398
0.01% of portfolio
|
Q2 2024
Reduced 11.37%
|