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 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
59,587
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
51,289
shares
|
$980,132
0.24% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,053
shares
|
$918,292
0.0% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
39,250
shares
|
$750,067
0.07% of portfolio
|
Q1 2025
Added 376.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
39,118
shares
|
$747,544
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
38,197
shares
|
$729,944
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,605
shares
|
$718,631
0.01% of portfolio
|
Q4 2022
Added 13.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
37,086
shares
|
$708,713
0.0% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$519,849
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25,996
shares
|
$496,783
0.05% of portfolio
|
Q1 2025
Added 133.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,390
shares
|
$446,982
0.0% of portfolio
|
Q1 2025
Added 77.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
22,967
shares
|
$438,899
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
21,978
shares
|
$419,999
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,800
shares
|
$416,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,961
shares
|
$362,344
0.0% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,477
shares
|
$353,095
0.0% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
18,107
shares
|
$346,024
0.08% of portfolio
|
Q1 2025
Added 66.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,134
shares
|
$327,430
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,207
shares
|
$290,605
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
15,181
shares
|
$290,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,669
shares
|
$261,214
0.0% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,364
shares
|
$236,276
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
10,278
shares
|
$196,412
0.12% of portfolio
|
Q1 2025
Reduced 59.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,979
shares
|
$133,368
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,824
shares
|
$111,296
0.04% of portfolio
|
Q3 2024
Reduced 21.02%
|