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 55 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $208 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
|
$48.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
1,051,167
shares
|
$20.3 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 Million
1.19% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
849,222
shares
|
$16.4 Million
0.37% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
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 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
613,078
shares
|
$11.9 Million
0.4% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
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%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
517,002
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Added 157.24%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
478,880
shares
|
$9.26 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
254,928
shares
|
$4.93 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
|
$3.79 Million
2.55% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
98,431
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2024
Added 57.13%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
88,506
shares
|
$1.71 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
81,073
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 42.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
38,078
shares
|
$736,428
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,605
shares
|
$727,280
0.01% of portfolio
|
Q4 2022
Added 13.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,239
shares
|
$700,862
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,021
shares
|
$541,926
0.0% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
27,936
shares
|
$540,282
0.0% of portfolio
|
Q3 2024
New holding
|