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 51 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
998,813
shares
|
$19.3 Million
3.85% of portfolio
|
Q3 2024
Added 50.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
864,409
shares
|
$16.7 Million
1.2% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
731,823
shares
|
$14.1 Million
0.35% of portfolio
|
Q3 2024
Added 89.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
613,078
shares
|
$11.8 Million
0.4% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
609,578
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
534,036
shares
|
$10.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
517,002
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2024
Added 157.24%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
481,186
shares
|
$9.29 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
390,241
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
271,526
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
255,706
shares
|
$4.94 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
191,808
shares
|
$3.7 Million
2.57% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
95,508
shares
|
$1.84 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
88,506
shares
|
$1.71 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
81,073
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,657
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
69,487
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 61.72%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
62,644
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
41,453
shares
|
$800,457
0.45% of portfolio
|
Q3 2024
Reduced 70.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
40,212
shares
|
$776,493
0.2% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
38,628
shares
|
$745,906
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,605
shares
|
$726,152
0.01% of portfolio
|
Q4 2022
Added 13.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,409
shares
|
$722,367
0.01% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,563
shares
|
$706,031
0.01% of portfolio
|
Q3 2024
Added 45.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
27,936
shares
|
$539,444
0.0% of portfolio
|
Q3 2024
New holding
|