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Principal Active High Yield ETF (YLD) Institutional Ownership

$18.86 +0.05 (+0.24%)
As of 03:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Active High Yield ETF (NYSEARCA:YLD)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$72.42M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.08M
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YLD Institutional Buying and Selling by Quarter

Principal Active High Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Fortress Wealth Management Inc.10,278$196K0.1%-59.4%0.067%
4/30/2025 Principal Securities Inc.849,822$16.30M0.4%+0.1%5.518%
4/29/2025 Envestnet Asset Management Inc.599,008$11.41M0.0%+9.8%3.890%
4/29/2025 Capital Investment Advisory Services LLC39,250$748K0.1%+376.5%0.255%
4/28/2025 Principal Financial Group Inc.2,607,556$49.67M0.0%+3.1%16.932%
4/28/2025 DAVENPORT & Co LLC15,181$289K0.0%N/A0.099%
4/25/2025 Ameritas Advisory Services LLC59,587$1.14M0.0%+8.3%0.387%
4/24/2025 Legacy CG LLC324,764$6.19M2.0%+27.4%2.109%
4/23/2025 Oak Hill Wealth Advisors LLC18,107$345K0.1%+66.5%0.118%
4/23/2025 Systelligence LLC262,354$5.00M1.2%-45.2%1.704%
4/22/2025 Cambridge Investment Research Advisors Inc.18,961$361K0.0%+67.3%0.123%
4/21/2025 Envestnet Portfolio Solutions Inc.121,497$2.32M0.0%N/A0.789%
4/17/2025 Janney Montgomery Scott LLC15,207$290K0.0%-6.5%0.096%
4/17/2025 Cyndeo Wealth Partners LLC929,537$17.71M1.2%+5.6%5.846%
4/15/2025 GPS Wealth Strategies Group LLC5,738$109K0.0%+81.9%0.036%
4/1/2025 Hobart Private Capital LLC51,289$977K0.2%-24.1%0.323%
2/18/2025 Western Wealth Management LLC15,722$302K0.1%+4.6%0.169%
2/14/2025Jane Street Group LLC25,370$487K0.0%-68.7%0.273%
2/14/2025Stifel Financial Corp36,868$707K0.0%+32.0%0.396%
2/13/2025Mariner LLC13,193$253K0.0%N/A0.142%
2/13/2025Summit Investment Advisors Inc.646,289$12.40M11.0%+5.4%6.949%
2/13/2025 Envestnet Asset Management Inc.545,457$10.46M0.0%+5.5%5.865%
2/13/2025Wells Fargo & Company MN184,737$3.54M0.0%N/A1.986%
2/12/2025Nicolet Advisory Services LLC542,704$10.43M1.0%+1.6%5.836%
2/12/2025JPMorgan Chase & Co.583,350$11.19M0.0%-4.3%6.273%
2/11/2025LPL Financial LLC631,078$12.10M0.0%+61.7%6.786%
2/10/2025Commonwealth Equity Services LLC28,021$537K0.0%+83.3%0.301%
2/7/2025 Oak Hill Wealth Advisors LLC10,875$209K0.0%N/A0.117%
2/6/2025Raymond James Financial Inc.622,344$11.94M0.0%N/A6.692%
2/5/2025Smartleaf Asset Management LLC11,115$213K0.0%+65.6%0.120%
1/31/2025Global Retirement Partners LLC6,979$134K0.0%+16.5%0.075%
1/31/2025 Truist Financial Corp13,227$254K0.0%-26.3%0.142%
1/31/2025 Systelligence LLC478,880$9.19M2.3%-0.5%5.149%
1/31/2025 Principal Financial Group Inc.2,529,582$48.52M0.0%+8.0%27.200%
1/30/2025 Principal Securities Inc.849,222$16.29M0.4%+16.0%9.131%
1/29/2025TFB Advisors LLC10,185$195K0.1%N/A0.110%
1/28/2025Kestra Private Wealth Services LLC38,078$730K0.0%+1.8%0.409%
1/28/2025 Hobart Private Capital LLC67,551$1.30M0.3%+68.0%0.726%
1/27/2025 Legacy CG LLC254,928$4.89M1.5%-0.3%2.741%
1/24/2025 GPS Wealth Strategies Group LLC3,154$60K0.0%+32.6%0.034%
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1/24/2025McAdam LLC98,431$1.89M0.1%+57.1%1.058%
1/23/2025 Capital Investment Advisory Services LLC8,237$158K0.0%+241.6%0.089%
1/23/2025 Strategic Planning Group LLC1,051,167$20.16M3.7%+5.2%11.303%
1/22/2025Fortress Wealth Management Inc.25,285$485K0.2%-39.0%0.272%
1/22/2025 PFG Investments LLC23,043$442K0.0%+3.4%0.248%
1/21/2025 Cyndeo Wealth Partners LLC880,460$16.89M1.1%+1.9%9.467%
1/17/2025Cedar Point Capital Partners LLC196,176$3.76M2.5%+2.3%2.109%
1/17/2025 Janney Montgomery Scott LLC16,257$312K0.0%-21.3%0.175%
1/15/2025 Ameritas Advisory Services LLC55,014$1.06M0.0%+42.4%0.592%
12/26/2024JPMorgan Chase & Co.609,578$11.91M0.0%+12.7%6.555%
12/19/2024 Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
11/15/2024MML Investors Services LLC13,771$269K0.0%N/A0.148%
11/15/2024Orion Portfolio Solutions LLC36,563$714K0.0%+45.8%0.393%
11/15/2024Jane Street Group LLC81,073$1.58M0.0%N/A0.872%
11/15/2024Stifel Financial Corp27,936$546K0.0%N/A0.300%
11/12/2024Nicolet Advisory Services LLC534,036$10.40M1.0%-32.1%5.742%
11/5/2024 Systelligence LLC481,186$9.40M2.3%-1.0%5.174%
10/31/2024 Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
10/30/2024 Legacy CG LLC255,706$4.99M1.6%-0.5%2.750%
10/29/2024Cedar Point Capital Partners LLC191,808$3.75M2.6%-26.9%2.062%
10/28/2024 Principal Securities Inc.731,823$14.29M0.3%+89.4%7.869%
10/24/2024 PFG Investments LLC22,290$435K0.0%N/A0.240%
10/23/2024 PSI Advisors LLC5,824$114K0.0%-21.0%0.063%
10/22/2024McAdam LLC62,644$1.22M0.1%N/A0.674%
10/19/2024 Cyndeo Wealth Partners LLC864,409$16.88M1.2%+3.0%9.295%
10/18/2024Fortress Wealth Management Inc.41,453$810K0.4%-70.9%0.446%
10/2/2024 First Community Trust NA4,225$83K0.1%N/A0.045%
8/21/2024 Truist Financial Corp47,105$897K0.0%-63.8%0.507%
8/8/2024 Envestnet Asset Management Inc.200,984$3.83M0.0%+14.1%2.161%
7/31/2024Commonwealth Equity Services LLC23,543$449K0.0%+7.6%0.253%
7/30/2024AJ Advisors LLC98,509$1.88M1.0%-2.6%1.059%
7/30/2024 Hobart Private Capital LLC30,756$586K0.2%+34.8%0.331%
7/29/2024 Principal Financial Group Inc.2,315,177$44.11M0.0%+1.6%24.894%
7/29/2024 Ameritas Advisory Services LLC38,477$733K0.0%+1.9%0.414%
7/25/2024 Systelligence LLC485,859$9.26M2.5%-0.9%5.224%
7/23/2024 PSI Advisors LLC7,374$140K0.0%-29.7%0.079%
7/22/2024 Legacy CG LLC257,082$4.90M1.7%N/A2.764%
7/17/2024 Redhawk Wealth Advisors Inc.568,528$10.83M1.7%N/A6.113%
7/16/2024Cedar Point Capital Partners LLC262,462$5M3.7%+2.8%2.822%
7/16/2024Fortress Wealth Management Inc.142,588$2.72M1.4%-0.6%1.533%
5/22/2024Cedar Point Capital Partners LLC255,321$4.89M3.7%+2.2%2.745%
5/13/2024Ameritas Investment Partners Inc.524,331$10.05M0.3%+9.0%5.638%
5/10/2024Nicolet Advisory Services LLC766,963$14.60M1.5%+2.1%8.247%
5/1/2024 Janney Montgomery Scott LLC20,598$395K0.0%+24.1%0.221%
4/29/2024 Principal Financial Group Inc.2,279,053$43.67M0.0%+1.1%25.183%
4/26/2024AJ Advisors LLC101,168$1.94M1.1%-4.1%1.118%
4/15/2024 Hobart Private Capital LLC22,817$437K0.1%N/A0.252%
4/12/2024 Strategic Planning Group LLC459,137$8.80M2.1%+34.6%7.848%
3/8/2024ICA Group Wealth Management LLC1,600$30K0.0%N/A0.027%
2/12/2024Fortress Wealth Management Inc.130,766$2.47M1.3%N/A2.235%
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2/12/2024Focus Financial Network Inc. ADV27,203$516K0.0%N/A0.465%
2/7/2024 Principal Financial Group Inc.2,253,410$42.50M0.0%+2.6%38.520%
2/7/2024 Principal Securities Inc.235,322$4.44M0.2%N/A4.023%
2/5/2024Kestra Private Wealth Services LLC33,830$638K0.0%N/A0.578%
2/3/2024Cedar Point Capital Partners LLC249,749$4.71M3.9%N/A4.269%
1/24/2024AJ Advisors LLC105,456$1.99M1.2%N/A1.803%
1/22/2024 Wright Fund Management LLC21,978$415K0.0%N/A0.376%
1/12/2024 Cyndeo Wealth Partners LLC811,747$15.31M1.4%+1.1%13.876%
1/8/2024 Systelligence LLC491,001$9.26M2.5%-8.3%8.393%
11/8/2023 Janney Montgomery Scott LLC56,992$1.03M0.0%+200.1%0.974%
(Data available from 1/1/2016 forward)

YLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YLD shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Principal Active High Yield ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($49.67M), Strategic Planning Group LLC ($20.16M), Cyndeo Wealth Partners LLC ($17.71M), Principal Securities Inc. ($16.30M), Summit Investment Advisors Inc. ($12.40M), LPL Financial LLC ($12.10M), and Raymond James Financial Inc. ($11.94M).Learn more on YLD's institutional investors.

Which institutional investors have been buying Principal Active High Yield ETF stock?

Of the 46 institutional investors that purchased Principal Active High Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cyndeo Wealth Partners LLC ($901.94K), Principal Securities Inc. ($698.83K), Raymond James Financial Inc. ($622.34K), Redhawk Wealth Advisors Inc. ($568.53K), Systelligence LLC ($535.50K), Principal Financial Group Inc. ($438.97K), and Ameritas Investment Partners Inc. ($436.34K).

How much institutional buying is happening at Principal Active High Yield ETF?

Institutional investors have bought a total of 6,980,483 shares in the last 24 months. This purchase volume represents approximately $131.83M in transactions.

Which Principal Active High Yield ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Principal Active High Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($849.97K), Systelligence LLC ($272.62K), Nicolet Advisory Services LLC ($252.01K), Fortress Wealth Management Inc. ($133.13K), Truist Financial Corp ($87.92K), Cedar Point Capital Partners LLC ($70.65K), and Jane Street Group LLC ($55.70K).

How much institutional selling is happening at Principal Active High Yield ETF?

Institutional investors have sold a total of 1,839,391 shares in the last 24 months. This volume of shares sold represents approximately $34.57M in transactions.


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This page (NYSEARCA:YLD) was last updated on 5/2/2025 by MarketBeat.com Staff
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