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Principal Active High Yield ETF (YLD) Institutional Ownership

$19.23 +0.01 (+0.05%)
As of 07/18/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Principal Active High Yield ETF (NYSEARCA:YLD)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$102.03M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$18.49M
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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
7/18/2025 PFG Investments LLC24,844$481K0.0%+8.2%0.146%
7/18/2025 Brueske Advisory Services LLC30,075$583K0.4%N/A0.177%
7/18/2025 Truist Financial Corp11,786$228K0.0%-4.7%0.069%
7/15/2025 McAdam LLC146,116$2.83M0.2%+14.2%0.860%
7/7/2025 First Community Trust NA2,113$41K0.0%-50.0%0.013%
5/21/2025 McAdam LLC127,910$2.44M0.2%+29.9%0.820%
5/19/2025Jane Street Group LLC120,189$2.29M0.0%+373.7%0.770%
5/16/2025Empowered Funds LLC403,415$7.64M0.1%N/A2.586%
5/16/2025NewEdge Advisors LLC77,899$1.48M0.0%N/A0.499%
5/16/2025Integrated Wealth Concepts LLC262,430$5.00M0.1%N/A1.682%
5/15/2025Royal Bank of Canada240,680$4.59M0.0%+102.9%1.543%
5/14/2025CreativeOne Wealth LLC39,118$745K0.0%N/A0.251%
5/14/2025Cedar Point Capital Partners LLC196,825$3.75M2.5%+0.3%1.262%
5/14/2025Smartleaf Asset Management LLC25,996$496K0.0%+133.9%0.167%
5/13/2025Raymond James Financial Inc.580,302$11.06M0.0%-6.8%3.720%
5/8/2025US Bancorp DE107,924$2.06M0.0%N/A0.701%
5/8/2025Nicolet Advisory Services LLC512,621$9.44M0.9%-5.5%3.329%
5/7/2025LPL Financial LLC1,391,583$26.51M0.0%+120.5%9.036%
5/7/2025BlueStem Wealth Partners LLC209,376$3.99M0.5%N/A1.360%
5/5/2025Private Advisor Group LLC21,800$415K0.0%N/A0.142%
5/2/2025 Fortress Wealth Management Inc.10,278$196K0.1%-59.4%0.067%
4/30/2025Principal Securities Inc.849,822$16.30M0.4%+0.1%5.518%
4/29/2025Envestnet Asset Management Inc.599,008$11.41M0.0%+9.8%3.890%
4/29/2025Capital Investment Advisory Services LLC39,250$748K0.1%+376.5%0.255%
4/28/2025Principal Financial Group Inc.2,607,556$49.67M0.0%+3.1%16.932%
4/28/2025DAVENPORT & Co LLC15,181$289K0.0%N/A0.099%
4/25/2025Ameritas Advisory Services LLC59,587$1.14M0.0%+8.3%0.387%
4/24/2025Legacy CG LLC324,764$6.19M2.0%+27.4%2.109%
4/23/2025Oak Hill Wealth Advisors LLC18,107$345K0.1%+66.5%0.118%
4/23/2025Systelligence LLC262,354$5.00M1.2%-45.2%1.704%
4/22/2025Cambridge Investment Research Advisors Inc.18,961$361K0.0%+67.3%0.123%
4/21/2025Envestnet 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%
4/17/2025Cyndeo Wealth Partners LLC929,537$17.71M1.2%+5.6%5.846%
4/15/2025GPS Wealth Strategies Group LLC5,738$109K0.0%+81.9%0.036%
4/1/2025Hobart Private Capital LLC51,289$977K0.2%-24.1%0.323%
2/18/2025Western 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%
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2/13/2025Summit Investment Advisors Inc.646,289$12.40M11.0%+5.4%6.949%
2/13/2025Envestnet 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%
2/7/2025Oak 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%
1/31/2025Systelligence LLC478,880$9.19M2.3%-0.5%5.149%
1/31/2025Principal Financial Group Inc.2,529,582$48.52M0.0%+8.0%27.200%
1/30/2025Principal 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%
1/28/2025Hobart Private Capital LLC67,551$1.30M0.3%+68.0%0.726%
1/27/2025Legacy CG LLC254,928$4.89M1.5%-0.3%2.741%
1/24/2025GPS Wealth Strategies Group LLC3,154$60K0.0%+32.6%0.034%
1/24/2025 McAdam LLC98,431$1.89M0.1%+57.1%1.058%
1/23/2025Capital 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%
1/22/2025 Fortress Wealth Management Inc.25,285$485K0.2%-39.0%0.272%
1/22/2025 PFG Investments LLC23,043$442K0.0%+3.4%0.248%
1/21/2025Cyndeo 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%
1/15/2025Ameritas 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%
12/19/2024Principal 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%
11/5/2024Systelligence LLC481,186$9.40M2.3%-1.0%5.174%
10/31/2024Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
10/30/2024Legacy 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%
10/28/2024Principal Securities Inc.731,823$14.29M0.3%+89.4%7.869%
10/24/2024 PFG Investments LLC22,290$435K0.0%N/A0.240%
10/23/2024PSI Advisors LLC5,824$114K0.0%-21.0%0.063%
10/22/2024 McAdam LLC62,644$1.22M0.1%N/A0.674%
10/19/2024Cyndeo Wealth Partners LLC864,409$16.88M1.2%+3.0%9.295%
10/18/2024 Fortress 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%
8/8/2024Envestnet 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%
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7/30/2024AJ Advisors LLC98,509$1.88M1.0%-2.6%1.059%
7/30/2024Hobart Private Capital LLC30,756$586K0.2%+34.8%0.331%
7/29/2024Principal Financial Group Inc.2,315,177$44.11M0.0%+1.6%24.894%
7/29/2024Ameritas Advisory Services LLC38,477$733K0.0%+1.9%0.414%
7/25/2024Systelligence LLC485,859$9.26M2.5%-0.9%5.224%
7/23/2024PSI Advisors LLC7,374$140K0.0%-29.7%0.079%
7/22/2024Legacy 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%
7/16/2024 Fortress Wealth Management Inc.142,588$2.72M1.4%-0.6%1.533%
(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, 57 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), LPL Financial LLC ($26.51M), Strategic Planning Group LLC ($20.16M), Cyndeo Wealth Partners LLC ($17.71M), Principal Securities Inc. ($16.30M), Summit Investment Advisors Inc. ($12.40M), and Envestnet Asset Management Inc. ($11.41M).Learn more on Principal Active High Yield ETF's institutional investors.

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

Of the 55 institutional investors that purchased Principal Active High Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.00M), Cyndeo Wealth Partners LLC ($901.94K), Principal Securities Inc. ($698.83K), Raymond James Financial Inc. ($622.34K), Redhawk Wealth Advisors Inc. ($568.53K), 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 5,325,970 shares in the last 24 months. This purchase volume represents approximately $102.03M in transactions.

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

Of the 14 institutional investors that sold Principal Active High Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Nicolet Advisory Services LLC ($282.09K), Systelligence LLC ($228.13K), Fortress Wealth Management Inc. ($132.31K), Truist Financial Corp ($88.49K), Cedar Point Capital Partners LLC ($70.65K), Jane Street Group LLC ($55.70K), and Raymond James Financial Inc. ($42.04K).

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

Institutional investors have sold a total of 958,947 shares in the last 24 months. This volume of shares sold represents approximately $18.49M in transactions.


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This page (NYSEARCA:YLD) was last updated on 7/20/2025 by MarketBeat.com Staff
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