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Principal Active High Yield ETF (YLD) Institutional Ownership

$18.90 +0.02 (+0.11%)
As of 04:10 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)
59
Total
Institutional Inflows
(last 12 months)
$112.33M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$16.79M
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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
9/2/2026 Citadel Advisors LLC18,153$346K0.0%-30.5%0.059%
8/23/2026 Ameritas Advisory Services LLC104,007$1.98M0.0%+60.3%0.338%
7/9/2026 Allied Private Wealth LLC10,159$192K0.1%N/A0.034%
7/6/2026 Hobart Private Capital LLC35,522$678K0.1%-3.2%0.118%
6/18/2026 Western Wealth Management LLC27,963$530K0.0%N/A0.101%
6/3/2026 NewEdge Advisors LLC81,604$1.55M0.0%-10.9%0.296%
5/22/2026 Verus Capital Partners LLC11,676$221K0.0%-29.3%0.042%
5/19/2026 Western Wealth Management LLC27,963$530K0.0%N/A0.101%
5/18/2026 Royal Bank of Canada428,934$8.13M0.0%+0.4%1.557%
5/14/2026 Greenline Wealth Management LLC32,043$608K0.7%-9.6%0.116%
5/13/2026 Cetera Investment Advisers10,070$191K0.0%N/A0.037%
5/7/2026 Basepoint Wealth LLC1,458$28K0.0%N/A0.005%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC8,370$159K0.0%+17.8%0.030%
5/4/2026 Milestones Private Investment Advisors LLC21,223$402K0.4%+13.7%0.077%
5/4/2026 Principal Financial Group Inc.3,125,570$58.92M0.0%+4.4%11.345%
5/2/2026 International Assets Investment Management LLC2,085$39K0.0%N/A0.008%
5/1/2026 Fifth Third Bancorp3,248$62K0.0%N/A0.012%
4/27/2026 Private Advisor Group LLC46,825$888K0.0%+5.6%0.170%
4/23/2026 Balanced Wealth Group LLC823,074$15.61M5.6%+15.6%2.988%
4/17/2026 Stonebridge Financial Group LLC MO18,333$348K0.3%+21.4%0.067%
2/18/2026 NewEdge Advisors LLC91,635$1.74M0.0%-58.5%0.379%
2/17/2026 Equitable Holdings Inc.16,158$307K0.0%-28.5%0.067%
2/17/2026 Osaic Holdings Inc.138,056$2.63M0.0%+40.4%0.570%
2/17/2026 Advisory Services Network LLC15,691$298K0.0%+76.8%0.065%
2/17/2026 Royal Bank of Canada427,200$8.12M0.0%+9.8%1.765%
2/16/2026 MML Investors Services LLC26,630$506K0.0%-22.6%0.110%
2/16/2026Nicolet Advisory Services LLC433,302$8.27M0.6%-19.7%1.791%
2/13/2026 Kestra Advisory Services LLC9,206$175K0.0%-10.3%0.038%
2/13/2026 CreativeOne Wealth LLC10,043$191K0.0%-63.1%0.042%
2/13/2026 Stifel Financial Corp305,262$5.80M0.0%+246.8%1.261%
2/13/2026 Smartleaf Asset Management LLC39,917$758K0.0%+26.2%0.165%
2/13/2026 Greenline Wealth Management LLC35,437$673K0.7%N/A0.146%
2/13/2026 Integrated Wealth Concepts LLC419,751$7.98M0.1%+6.2%1.735%
2/13/2026 Wells Fargo & Company MN802,117$15.24M0.0%+22.7%3.315%
2/12/2026 Jane Street Group LLC157,285$2.99M0.0%N/A0.650%
2/12/2026 Commonwealth Equity Services LLC113,474$2.16M0.0%+42.4%0.469%
2/12/2026 Steward Partners Investment Advisory LLC30,000$570K0.0%+66.1%0.124%
2/12/2026 Principal Securities Inc.2,872,059$54.58M0.8%+35.9%11.868%
2/11/2026 Cedar Point Capital Partners LLC161,106$3.06M2.0%+2.8%0.666%
2/11/2026 Ameritas Investment Partners Inc.880,646$16.74M0.5%+6.6%3.639%
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2/11/2026 Cerity Partners LLC19,096$363K0.0%N/A0.079%
2/11/2026 LPL Financial LLC1,364,591$25.93M0.0%-19.8%5.639%
2/11/2026 JPMorgan Chase & Co.374,215$7.11M0.0%-21.3%1.546%
2/11/2026 Verus Capital Partners LLC16,518$314K0.0%-19.5%0.068%
2/10/2026 Goldman Sachs Group Inc.104,189$1.98M0.0%N/A0.431%
2/9/2026 Prospera Financial Services Inc16,051$305K0.0%N/A0.066%
2/6/2026 BlueStem Wealth Partners LLC280,193$5.33M0.6%+4.6%1.158%
2/6/2026 IFP Advisors Inc17,587$334K0.0%+229.4%0.073%
2/6/2026 Envestnet Portfolio Solutions Inc.194,512$3.70M0.0%-8.1%0.804%
2/4/2026 Stonebridge Financial Group LLC MO15,100$287K0.2%N/A0.062%
2/4/2026 Ameritas Advisory Services LLC61,569$1.17M0.0%+89.0%0.254%
2/2/2026 Principal Financial Group Inc.2,993,080$56.79M0.0%+4.3%12.368%
2/2/2026 Truist Financial Corp11,624$221K0.0%-50.8%0.048%
1/29/2026 Kestra Private Wealth Services LLC18,001$342K0.0%-47.2%0.074%
1/27/2026 Hobart Private Capital LLC36,608$696K0.1%-30.1%0.151%
1/26/2026 Transcendent Capital Group LLC13,419$255K0.1%N/A0.055%
1/26/2026 PFG Investments LLC28,639$544K0.0%+5.0%0.118%
1/26/2026 Milestones Private Investment Advisors LLC18,665$355K0.2%-6.4%0.077%
1/23/2026 Farther Finance Advisors LLC4,174$79K0.0%N/A0.017%
1/23/2026 Fifth Third Securities Inc.61,850$1.18M0.1%+6.6%0.256%
1/21/2026 Capital Investment Advisory Services LLC58,968$1.12M0.1%+38.8%0.244%
1/21/2026 AJ Advisors LLC74,021$1.41M0.5%-16.8%0.306%
1/16/2026 First Community Trust NA1,337$25K0.0%-36.7%0.006%
1/14/2026 Elevatus Welath Management107,017$2.03M0.6%+911.4%0.442%
1/13/2026 Balanced Wealth Group LLC712,304$13.79M5.0%N/A2.943%
1/7/2026 Cyndeo Wealth Partners LLC971,848$18.47M1.0%+4.1%4.016%
1/1/2026 JPMorgan Chase & Co.475,448$9.25M0.0%+8.5%2.161%
12/29/2025 Cape Investment Advisory Inc.1,862$36K0.0%-36.4%0.008%
12/2/2025 IFP Advisors Inc5,339$104K0.0%N/A0.024%
11/18/2025 Advisory Services Network LLC8,876$173K0.0%N/A0.040%
11/17/2025 Kestra Private Wealth Services LLC34,086$663K0.0%-12.2%0.155%
11/17/2025 NewEdge Advisors LLC220,870$4.30M0.0%+93.0%1.004%
11/17/2025 Mariner LLC116,414$2.26M0.0%+28.6%0.529%
11/17/2025 Integrated Wealth Concepts LLC395,362$7.69M0.1%+43.1%1.797%
11/17/2025 Ameriprise Financial Inc.1,055,546$20.50M0.0%N/A4.798%
11/14/2025 Raymond James Financial Inc.748,137$14.55M0.0%+26.4%3.401%
11/14/2025 Equitable Holdings Inc.22,593$439K0.0%+28.4%0.103%
11/14/2025Nicolet Advisory Services LLC539,537$10.42M0.8%+4.0%2.452%
11/14/2025 Nicolet Bankshares Inc.55,621$1.08M0.2%+26.3%0.253%
11/13/2025 Elevatus Welath Management10,581$206K0.1%N/A0.048%
11/13/2025 Private Advisor Group LLC40,650$791K0.0%+63.9%0.185%
11/13/2025 Diversify Advisory Services LLC129,837$2.48M0.1%N/A0.590%
11/13/2025 CreativeOne Wealth LLC27,243$530K0.0%-11.7%0.124%
11/12/2025 Manske Wealth Management178,351$3.47M1.1%+4.4%0.811%
11/12/2025 BlueStem Wealth Partners LLC267,765$5.21M0.6%+16.7%1.217%
11/12/2025 US Bancorp DE276,581$5.38M0.0%+1.9%1.257%
11/10/2025 Verus Capital Partners LLC20,521$399K0.0%+8.7%0.093%
11/10/2025 Ameritas Investment Partners Inc.826,104$16.07M0.5%+6.7%3.755%
11/7/2025 JPMorgan Chase & Co.475,448$9.25M0.0%+8.5%2.161%
11/6/2025 Ameritas Advisory Services LLC32,581$634K0.0%-48.1%0.148%
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11/5/2025 Capital Investment Advisory Services LLC42,475$826K0.1%-11.4%0.193%
11/5/2025 Envestnet Asset Management Inc.1,615,916$31.43M0.0%+59.0%7.345%
11/4/2025 Principal Financial Group Inc.2,870,483$55.57M0.0%+3.9%13.048%
11/4/2025 Tyche Wealth Partners LLC37,976$739K0.1%+50.3%0.173%
11/3/2025 Annis Gardner Whiting Capital Advisors LLC7,103$138K0.0%N/A0.032%
11/3/2025 Truist Financial Corp23,631$460K0.0%+100.5%0.107%
11/3/2025 Belpointe Asset Management LLC12,347$240K0.0%+8.1%0.056%
10/31/2025 AJ Advisors LLC88,969$1.73M0.7%-6.2%0.404%
10/31/2025 Brueske Advisory Services LLC32,143$625K0.3%+6.9%0.146%
10/31/2025 PFG Investments LLC27,270$530K0.0%+9.8%0.124%


YLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of Principal Active High Yield ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($58.92M), Principal Securities Inc. ($54.58M), Envestnet Asset Management Inc. ($31.43M), LPL Financial LLC ($25.93M), Ameriprise Financial Inc. ($20.50M), Strategic Planning Group LLC ($20.16M), and Cyndeo Wealth Partners LLC ($18.47M).Learn more on Principal Active High Yield ETF's institutional investors.

Of the 77 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: Principal Securities Inc. ($1.22M), Envestnet Asset Management Inc. ($1.10M), Ameriprise Financial Inc. ($1.06M), LPL Financial LLC ($1.00M), Balanced Wealth Group LLC ($823.07K), Raymond James Financial Inc. ($790.18K), and Principal Financial Group Inc. ($682.78K).

Institutional investors have bought a total of 5,848,488 shares in the last 24 months. This purchase volume represents approximately $112.33M in transactions.

Of the 23 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: LPL Financial LLC ($337.80K), NewEdge Advisors LLC ($139.27K), Nicolet Advisory Services LLC ($106.24K), JPMorgan Chase & Co. ($101.23K), Ameritas Advisory Services LLC ($30.17K), Kestra Private Wealth Services LLC ($20.84K), and AJ Advisors LLC ($20.83K).

Institutional investors have sold a total of 882,132 shares in the last 24 months. This volume of shares sold represents approximately $16.79M in transactions.


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Institutional ownership data for NYSEARCA:YLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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