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 44 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
22,290
shares
|
$429,082
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
21,978
shares
|
$423,076
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
20,956
shares
|
$403,403
0.0% of portfolio
|
Q2 2024
Added 96.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,661
shares
|
$397,724
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
16,121
shares
|
$310,329
0.0% of portfolio
|
Q2 2024
Added 13.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,287
shares
|
$294,274
0.0% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,138
shares
|
$195,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,991
shares
|
$115,326
0.0% of portfolio
|
Q3 2024
Added 70.59%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,824
shares
|
$112,112
0.03% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,793
shares
|
$92,265
0.02% of portfolio
|
Q1 2024
Added 13.08%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
4,225
shares
|
$81,331
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,411
shares
|
$46,411
0.0% of portfolio
|
Q3 2024
Added 122.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,379
shares
|
$45,795
0.01% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,235
shares
|
$23,773
0.0% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
250
shares
|
$4,812
0.0% of portfolio
|
Q1 2023
Reduced 86.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4
shares
|
$77
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 4200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|