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 61 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,762,539
shares
|
$53.2 Million
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,442,664
shares
|
$27.8 Million
0.53% of portfolio
|
Q2 2025
Added 69.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,412,126
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,016,602
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Added 69.71%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
937,826
shares
|
$18 Million
1.13% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
774,224
shares
|
$14.9 Million
0.49% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
620,152
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
580,302
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
518,895
shares
|
$9.98 Million
0.88% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
324,134
shares
|
$6.24 Million
2.66% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
288,276
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
276,250
shares
|
$5.32 Million
0.06% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
271,307
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Added 151.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
243,881
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
229,537
shares
|
$4.42 Million
0.55% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
201,350
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2025
Added 65.72%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
154,979
shares
|
$2.98 Million
2.12% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
146,116
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
114,460
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
94,855
shares
|
$1.83 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
93,394
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 94.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
90,544
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 287.11%
|
|
|
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
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
71,861
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
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%
|