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 69 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
15,002
shares
|
$285,038
0.05% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,973
shares
|
$284,487
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,347
shares
|
$234,593
0.01% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
10,581
shares
|
$201,039
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,261
shares
|
$194,959
0.0% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,876
shares
|
$168,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,103
shares
|
$134,957
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,738
shares
|
$109,022
0.01% of portfolio
|
Q1 2025
Added 81.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,339
shares
|
$101,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,238
shares
|
$99,522
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,821
shares
|
$91,599
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,113
shares
|
$40,147
0.03% of portfolio
|
Q2 2025
Reduced 49.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,862
shares
|
$35,378
0.04% of portfolio
|
Q3 2025
Reduced 36.43%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,605
shares
|
$30,495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,287
shares
|
$24,453
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
562
shares
|
$10,678
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
329
shares
|
$6,251
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
151
shares
|
$2,869
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|