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 $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,607,556
shares
|
$49.4 Million
0.03% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,391,583
shares
|
$26.3 Million
0.01% of portfolio
|
Q1 2025
Added 120.51%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
929,537
shares
|
$17.6 Million
1.2% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
849,822
shares
|
$16.1 Million
0.36% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
737,476
shares
|
$14 Million
0.5% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
620,152
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
599,008
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
580,302
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
512,621
shares
|
$9.7 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
403,415
shares
|
$7.64 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
324,764
shares
|
$6.15 Million
2.66% of portfolio
|
Q1 2025
Added 27.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
262,430
shares
|
$4.97 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
262,354
shares
|
$4.97 Million
1.34% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
242,837
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 31.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
240,680
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Added 102.88%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
209,376
shares
|
$3.96 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
196,825
shares
|
$3.73 Million
2.52% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
127,910
shares
|
$2.42 Million
0.15% of portfolio
|
Q1 2025
Added 29.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
121,497
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
120,189
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
107,924
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
92,534
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 31.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
77,899
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
64,126
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|