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 60 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
60,027
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 216.58%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
52,055
shares
|
$1 Million
0.23% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,053
shares
|
$924,539
0.0% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
47,967
shares
|
$922,885
0.08% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
42,323
shares
|
$814,294
0.0% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,840
shares
|
$747,281
0.01% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
30,861
shares
|
$593,765
0.02% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
30,075
shares
|
$578,643
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$523,385
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25,996
shares
|
$500,163
0.05% of portfolio
|
Q1 2025
Added 133.88%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
25,263
shares
|
$486,060
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,844
shares
|
$477,998
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,800
shares
|
$477,151
0.0% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,390
shares
|
$450,023
0.0% of portfolio
|
Q1 2025
Added 77.29%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
21,978
shares
|
$422,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
20,708
shares
|
$398,421
0.0% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
18,875
shares
|
$363,154
0.03% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,477
shares
|
$355,497
0.0% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,207
shares
|
$292,582
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
15,002
shares
|
$288,638
0.06% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,669
shares
|
$262,991
0.0% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,786
shares
|
$226,762
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,420
shares
|
$219,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,738
shares
|
$110,399
0.01% of portfolio
|
Q1 2025
Added 81.93%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,238
shares
|
$100,779
0.01% of portfolio
|
Q2 2025
New holding
|