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 56 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,203
shares
|
$525,561
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
25,285
shares
|
$488,506
0.27% of portfolio
|
Q4 2024
Reduced 39.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
23,043
shares
|
$445,190
0.03% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
21,978
shares
|
$424,614
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
19,121
shares
|
$369,417
0.0% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,980
shares
|
$366,693
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,257
shares
|
$314,085
0.0% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,860
shares
|
$306,415
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,287
shares
|
$295,344
0.0% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,031
shares
|
$290,398
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,771
shares
|
$266,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,227
shares
|
$255,545
0.0% of portfolio
|
Q4 2024
Reduced 26.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
11,115
shares
|
$214,741
0.02% of portfolio
|
Q4 2024
Added 65.65%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
10,875
shares
|
$210,105
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,185
shares
|
$196,774
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,138
shares
|
$195,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,237
shares
|
$159,138
0.02% of portfolio
|
Q4 2024
Added 241.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,979
shares
|
$134,834
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$112,519
0.03% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
4,225
shares
|
$81,627
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,154
shares
|
$60,935
0.01% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,147
shares
|
$41,480
0.02% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,128
shares
|
$41,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$24,227
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
562
shares
|
$10,857
0.0% of portfolio
|
Q3 2024
New holding
|