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 68 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
79,695
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 88.3%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 20, 2026 Q4 2025 |
74,021
shares
|
$1.41 Million
0.52% of portfolio
|
Q4 2025
Reduced 16.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,657
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
61,850
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2025
Added 6.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
58,968
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2025
Added 38.83%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
55,621
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,650
shares
|
$772,350
0.0% of portfolio
|
Q3 2025
Added 63.91%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 27, 2026 Q4 2025 |
36,608
shares
|
$695,552
0.14% of portfolio
|
Q4 2025
Reduced 30.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,341
shares
|
$671,479
0.0% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
34,395
shares
|
$653,505
0.0% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
32,581
shares
|
$619,039
0.04% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
32,143
shares
|
$610,717
0.34% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
31,638
shares
|
$601,122
0.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
28,639
shares
|
$544,141
0.03% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
27,243
shares
|
$517,617
0.02% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$516,857
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
24,872
shares
|
$472,568
0.0% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
23,631
shares
|
$448,989
0.0% of portfolio
|
Q3 2025
Added 100.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,593
shares
|
$429,267
0.0% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
20,521
shares
|
$389,899
0.03% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Jan 23, 2026 Q4 2025 |
18,665
shares
|
$354,635
0.24% of portfolio
|
Q4 2025
Reduced 6.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,063
shares
|
$343,197
0.0% of portfolio
|
Q3 2025
Added 1279.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
18,001
shares
|
$342,019
0.0% of portfolio
|
Q4 2025
Reduced 47.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
16,465
shares
|
$312,835
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,680
shares
|
$297,920
0.0% of portfolio
|
Q3 2025
New holding
|
|