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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,238
shares
|
$100,517
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,821
shares
|
$92,514
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,929
shares
|
$56,207
0.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,113
shares
|
$40,548
0.03% of portfolio
|
Q2 2025
Reduced 49.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,309
shares
|
$25,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,287
shares
|
$24,697
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
562
shares
|
$10,784
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
329
shares
|
$6,313
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
151
shares
|
$2,897
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
113
shares
|
$2,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|