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 53 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,529,582
shares
|
$49.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
1,051,167
shares
|
$20.4 Million
3.7% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
880,460
shares
|
$17.1 Million
1.19% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
849,222
shares
|
$16.5 Million
0.37% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
646,289
shares
|
$12.5 Million
0.42% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
631,078
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Added 61.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
622,344
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
583,350
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
545,457
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
542,704
shares
|
$10.5 Million
0.96% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
478,880
shares
|
$9.3 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
278,513
shares
|
$5.41 Million
4.11% of portfolio
|
Q4 2024
Added 214.68%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
254,928
shares
|
$4.95 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
196,176
shares
|
$3.81 Million
2.55% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
184,737
shares
|
$3.59 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
118,634
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 520.44%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
98,431
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 57.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
70,296
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,657
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
67,551
shares
|
$1.31 Million
0.32% of portfolio
|
Q4 2024
Added 67.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
55,014
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 42.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
38,078
shares
|
$739,093
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,605
shares
|
$729,913
0.01% of portfolio
|
Q4 2022
Added 13.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
36,868
shares
|
$715,607
0.0% of portfolio
|
Q4 2024
Added 31.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,239
shares
|
$703,398
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|