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 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
62,751
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
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%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
57,995
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
52,376
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
47,967
shares
|
$920,486
0.08% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
44,033
shares
|
$844,993
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,840
shares
|
$745,339
0.01% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
32,121
shares
|
$616,401
0.05% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
31,181
shares
|
$598,363
0.0% of portfolio
|
Q2 2025
Added 68.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
30,861
shares
|
$592,222
0.02% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
30,075
shares
|
$577,139
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$522,025
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,377
shares
|
$486,984
0.0% of portfolio
|
Q3 2025
Added 22.55%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
25,263
shares
|
$484,796
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,844
shares
|
$476,756
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,800
shares
|
$475,912
0.0% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,934
shares
|
$382,533
0.26% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
18,875
shares
|
$362,211
0.03% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,591
shares
|
$337,571
0.0% of portfolio
|
Q2 2025
Added 28.69%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
15,002
shares
|
$287,888
0.06% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,973
shares
|
$287,331
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,786
shares
|
$226,173
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,420
shares
|
$219,149
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,258
shares
|
$216,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,738
shares
|
$110,112
0.01% of portfolio
|
Q1 2025
Added 81.93%
|