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Principal Active High Yield ETF (YLD) Institutional Ownership

$18.91 +0.04 (+0.21%)
As of 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)
$112.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.45M
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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
5/21/2025 McAdam LLC127,910$2.44M0.2%+29.9%0.820%
5/19/2025 Jane Street Group LLC120,189$2.29M0.0%+373.7%0.770%
5/16/2025 Empowered Funds LLC403,415$7.64M0.1%N/A2.586%
5/16/2025 NewEdge Advisors LLC77,899$1.48M0.0%N/A0.499%
5/16/2025 Integrated Wealth Concepts LLC262,430$5.00M0.1%N/A1.682%
5/15/2025 Royal Bank of Canada240,680$4.59M0.0%+102.9%1.543%
5/14/2025 CreativeOne Wealth LLC39,118$745K0.0%N/A0.251%
5/14/2025 Cedar Point Capital Partners LLC196,825$3.75M2.5%+0.3%1.262%
5/14/2025 Smartleaf Asset Management LLC25,996$496K0.0%+133.9%0.167%
5/13/2025 Raymond James Financial Inc.580,302$11.06M0.0%-6.8%3.720%
5/8/2025 US Bancorp DE107,924$2.06M0.0%N/A0.701%
5/8/2025 Nicolet Advisory Services LLC512,621$9.44M0.9%-5.5%3.329%
5/7/2025 LPL Financial LLC1,391,583$26.51M0.0%+120.5%9.036%
5/7/2025 BlueStem Wealth Partners LLC209,376$3.99M0.5%N/A1.360%
5/5/2025 Private Advisor Group LLC21,800$415K0.0%N/A0.142%
5/2/2025 Fortress Wealth Management Inc.10,278$196K0.1%-59.4%0.067%
4/30/2025 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%
2/14/2025 Jane Street Group LLC25,370$487K0.0%-68.7%0.273%
2/14/2025 Stifel Financial Corp36,868$707K0.0%+32.0%0.396%
2/13/2025 Mariner LLC13,193$253K0.0%N/A0.142%
2/13/2025 Summit 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%
2/13/2025 Wells Fargo & Company MN184,737$3.54M0.0%N/A1.986%
2/12/2025 Nicolet Advisory Services LLC542,704$10.43M1.0%+1.6%5.836%
2/12/2025 JPMorgan Chase & Co.583,350$11.19M0.0%-4.3%6.273%
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2/11/2025 LPL Financial LLC631,078$12.10M0.0%+61.7%6.786%
2/10/2025 Commonwealth Equity Services LLC28,021$537K0.0%+83.3%0.301%
2/7/2025 Oak Hill Wealth Advisors LLC10,875$209K0.0%N/A0.117%
2/6/2025 Raymond James Financial Inc.622,344$11.94M0.0%N/A6.692%
2/5/2025 Smartleaf 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%
1/29/2025 TFB Advisors LLC10,185$195K0.1%N/A0.110%
1/28/2025 Kestra 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%
1/24/2025 McAdam 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%
1/22/2025 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%
1/21/2025 Cyndeo Wealth Partners LLC880,460$16.89M1.1%+1.9%9.467%
1/17/2025 Cedar 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%
12/26/2024 JPMorgan 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%
11/15/2024 MML Investors Services LLC13,771$269K0.0%N/A0.148%
11/15/2024 Orion Portfolio Solutions LLC36,563$714K0.0%+45.8%0.393%
11/15/2024 Jane Street Group LLC81,073$1.58M0.0%N/A0.872%
11/15/2024 Stifel Financial Corp27,936$546K0.0%N/A0.300%
11/12/2024 Nicolet 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%
10/29/2024 Cedar 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%
10/22/2024 McAdam LLC62,644$1.22M0.1%N/A0.674%
10/19/2024 Cyndeo Wealth Partners LLC864,409$16.88M1.2%+3.0%9.295%
10/18/2024 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%
8/8/2024 Envestnet Asset Management Inc.200,984$3.83M0.0%+14.1%2.161%
7/31/2024 Commonwealth Equity Services LLC23,543$449K0.0%+7.6%0.253%
7/30/2024 AJ 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%
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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%
7/16/2024 Cedar 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%
5/22/2024 Cedar Point Capital Partners LLC255,321$4.89M3.7%+2.2%2.745%
5/13/2024 Ameritas Investment Partners Inc.524,331$10.05M0.3%+9.0%5.638%
5/10/2024 Nicolet 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%
(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, 56 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 YLD's institutional investors.

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

Of the 54 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: 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), Systelligence LLC ($535.50K), and Principal Financial Group Inc. ($438.97K).

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

Institutional investors have bought a total of 9,123,658 shares in the last 24 months. This purchase volume represents approximately $172.66M 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: Nicolet Advisory Services LLC ($282.09K), Systelligence LLC ($272.62K), Fortress Wealth Management Inc. ($133.13K), Truist Financial Corp ($87.92K), 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 1,061,542 shares in the last 24 months. This volume of shares sold represents approximately $20.38M in transactions.


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This page (NYSEARCA:YLD) was last updated on 5/22/2025 by MarketBeat.com Staff
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