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Principal Active High Yield ETF (YLD) Institutional Ownership

$18.95 0.00 (0.00%)
As of 07/2/2026 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)
63
Total
Institutional Inflows
(last 12 months)
$132.81M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$21.22M
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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
6/18/2026Western Wealth Management LLC27,963$530K0.0%N/A0.101%
6/3/2026NewEdge Advisors LLC81,604$1.55M0.0%-10.9%0.296%
5/22/2026Verus Capital Partners LLC11,676$221K0.0%-29.3%0.042%
5/19/2026Western Wealth Management LLC27,963$530K0.0%N/A0.101%
5/18/2026Royal Bank of Canada428,934$8.13M0.0%+0.4%1.557%
5/14/2026Greenline Wealth Management LLC32,043$608K0.7%-9.6%0.116%
5/13/2026Cetera Investment Advisers10,070$191K0.0%N/A0.037%
5/7/2026Basepoint Wealth LLC1,458$28K0.0%N/A0.005%
5/6/2026Annis Gardner Whiting Capital Advisors LLC8,370$159K0.0%+17.8%0.030%
5/4/2026Milestones Private Investment Advisors LLC21,223$402K0.4%+13.7%0.077%
5/4/2026Principal Financial Group Inc.3,125,570$58.92M0.0%+4.4%11.345%
5/2/2026International Assets Investment Management LLC2,085$39K0.0%N/A0.008%
5/1/2026Fifth Third Bancorp3,248$62K0.0%N/A0.012%
4/27/2026Private Advisor Group LLC46,825$888K0.0%+5.6%0.170%
4/23/2026Balanced Wealth Group LLC823,074$15.61M5.6%+15.6%2.988%
4/17/2026Stonebridge Financial Group LLC MO18,333$348K0.3%+21.4%0.067%
2/18/2026NewEdge Advisors LLC91,635$1.74M0.0%-58.5%0.379%
2/17/2026Equitable Holdings Inc.16,158$307K0.0%-28.5%0.067%
2/17/2026Osaic Holdings Inc.138,056$2.63M0.0%+40.4%0.570%
2/17/2026Advisory Services Network LLC15,691$298K0.0%+76.8%0.065%
2/17/2026Royal Bank of Canada427,200$8.12M0.0%+9.8%1.765%
2/16/2026MML Investors Services LLC26,630$506K0.0%-22.6%0.110%
2/16/2026Nicolet Advisory Services LLC433,302$8.27M0.6%-19.7%1.791%
2/13/2026Kestra Advisory Services LLC9,206$175K0.0%-10.3%0.038%
2/13/2026CreativeOne Wealth LLC10,043$191K0.0%-63.1%0.042%
2/13/2026Stifel Financial Corp305,262$5.80M0.0%+246.8%1.261%
2/13/2026Smartleaf Asset Management LLC39,917$758K0.0%+26.2%0.165%
2/13/2026Greenline Wealth Management LLC35,437$673K0.7%N/A0.146%
2/13/2026Integrated Wealth Concepts LLC419,751$7.98M0.1%+6.2%1.735%
2/13/2026Wells Fargo & Company MN802,117$15.24M0.0%+22.7%3.315%
2/12/2026Jane Street Group LLC157,285$2.99M0.0%N/A0.650%
2/12/2026Commonwealth Equity Services LLC113,474$2.16M0.0%+42.4%0.469%
2/12/2026Steward Partners Investment Advisory LLC30,000$570K0.0%+66.1%0.124%
2/12/2026Principal Securities Inc.2,872,059$54.58M0.8%+35.9%11.868%
2/11/2026Cedar Point Capital Partners LLC161,106$3.06M2.0%+2.8%0.666%
2/11/2026Ameritas Investment Partners Inc.880,646$16.74M0.5%+6.6%3.639%
2/11/2026Cerity Partners LLC19,096$363K0.0%N/A0.079%
2/11/2026LPL Financial LLC1,364,591$25.93M0.0%-19.8%5.639%
2/11/2026JPMorgan Chase & Co.374,215$7.11M0.0%-21.3%1.546%
2/11/2026Verus Capital Partners LLC16,518$314K0.0%-19.5%0.068%
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2/10/2026Goldman Sachs Group Inc.104,189$1.98M0.0%N/A0.431%
2/9/2026Prospera Financial Services Inc16,051$305K0.0%N/A0.066%
2/6/2026BlueStem Wealth Partners LLC280,193$5.33M0.6%+4.6%1.158%
2/6/2026IFP Advisors Inc17,587$334K0.0%+229.4%0.073%
2/6/2026Envestnet Portfolio Solutions Inc.194,512$3.70M0.0%-8.1%0.804%
2/4/2026Stonebridge Financial Group LLC MO15,100$287K0.2%N/A0.062%
2/4/2026Ameritas Advisory Services LLC61,569$1.17M0.0%+89.0%0.254%
2/2/2026Principal Financial Group Inc.2,993,080$56.79M0.0%+4.3%12.368%
2/2/2026Truist Financial Corp11,624$221K0.0%-50.8%0.048%
1/29/2026Kestra Private Wealth Services LLC18,001$342K0.0%-47.2%0.074%
1/27/2026Hobart Private Capital LLC36,608$696K0.1%-30.1%0.151%
1/26/2026Transcendent Capital Group LLC13,419$255K0.1%N/A0.055%
1/26/2026PFG Investments LLC28,639$544K0.0%+5.0%0.118%
1/26/2026Milestones Private Investment Advisors LLC18,665$355K0.2%-6.4%0.077%
1/23/2026Farther Finance Advisors LLC4,174$79K0.0%N/A0.017%
1/23/2026Fifth Third Securities Inc.61,850$1.18M0.1%+6.6%0.256%
1/21/2026Capital Investment Advisory Services LLC58,968$1.12M0.1%+38.8%0.244%
1/21/2026AJ Advisors LLC74,021$1.41M0.5%-16.8%0.306%
1/16/2026First Community Trust NA1,337$25K0.0%-36.7%0.006%
1/14/2026Elevatus Welath Management107,017$2.03M0.6%+911.4%0.442%
1/13/2026Balanced Wealth Group LLC712,304$13.79M5.0%N/A2.943%
1/7/2026Cyndeo Wealth Partners LLC971,848$18.47M1.0%+4.1%4.016%
1/1/2026JPMorgan Chase & Co.475,448$9.25M0.0%+8.5%2.161%
12/29/2025Cape Investment Advisory Inc.1,862$36K0.0%-36.4%0.008%
12/2/2025IFP Advisors Inc5,339$104K0.0%N/A0.024%
11/18/2025Advisory Services Network LLC8,876$173K0.0%N/A0.040%
11/17/2025Kestra Private Wealth Services LLC34,086$663K0.0%-12.2%0.155%
11/17/2025NewEdge Advisors LLC220,870$4.30M0.0%+93.0%1.004%
11/17/2025Mariner LLC116,414$2.26M0.0%+28.6%0.529%
11/17/2025Integrated Wealth Concepts LLC395,362$7.69M0.1%+43.1%1.797%
11/17/2025Ameriprise Financial Inc.1,055,546$20.50M0.0%N/A4.798%
11/14/2025Raymond James Financial Inc.748,137$14.55M0.0%+26.4%3.401%
11/14/2025Equitable Holdings Inc.22,593$439K0.0%+28.4%0.103%
11/14/2025Nicolet Advisory Services LLC539,537$10.42M0.8%+4.0%2.452%
11/14/2025Nicolet Bankshares Inc.55,621$1.08M0.2%+26.3%0.253%
11/13/2025Elevatus Welath Management10,581$206K0.1%N/A0.048%
11/13/2025Private Advisor Group LLC40,650$791K0.0%+63.9%0.185%
11/13/2025Diversify Advisory Services LLC129,837$2.48M0.1%N/A0.590%
11/13/2025CreativeOne Wealth LLC27,243$530K0.0%-11.7%0.124%
11/12/2025Manske Wealth Management178,351$3.47M1.1%+4.4%0.811%
11/12/2025BlueStem Wealth Partners LLC267,765$5.21M0.6%+16.7%1.217%
11/12/2025US Bancorp DE276,581$5.38M0.0%+1.9%1.257%
11/10/2025Verus Capital Partners LLC20,521$399K0.0%+8.7%0.093%
11/10/2025Ameritas Investment Partners Inc.826,104$16.07M0.5%+6.7%3.755%
11/7/2025JPMorgan Chase & Co.475,448$9.25M0.0%+8.5%2.161%
11/6/2025Ameritas Advisory Services LLC32,581$634K0.0%-48.1%0.148%
11/5/2025Capital Investment Advisory Services LLC42,475$826K0.1%-11.4%0.193%
11/5/2025Envestnet Asset Management Inc.1,615,916$31.43M0.0%+59.0%7.345%
11/4/2025Principal Financial Group Inc.2,870,483$55.57M0.0%+3.9%13.048%
11/4/2025Tyche Wealth Partners LLC37,976$739K0.1%+50.3%0.173%
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11/3/2025Annis Gardner Whiting Capital Advisors LLC7,103$138K0.0%N/A0.032%
11/3/2025Truist Financial Corp23,631$460K0.0%+100.5%0.107%
11/3/2025Belpointe Asset Management LLC12,347$240K0.0%+8.1%0.056%
10/31/2025AJ Advisors LLC88,969$1.73M0.7%-6.2%0.404%
10/31/2025Brueske Advisory Services LLC32,143$625K0.3%+6.9%0.146%
10/31/2025PFG Investments LLC27,270$530K0.0%+9.8%0.124%
10/30/2025Envestnet Portfolio Solutions Inc.211,712$4.12M0.0%+5.1%0.962%
10/29/2025McAdam LLC171,253$3.33M0.2%+17.2%0.778%
10/22/2025Milestones Private Investment Advisors LLC19,934$388K0.3%-4.2%0.092%
10/22/2025Cedar Point Capital Partners LLC156,683$3.05M2.0%+1.1%0.724%


YLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 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. ($1.12M), 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. ($718.90K).

Institutional investors have bought a total of 6,906,677 shares in the last 24 months. This purchase volume represents approximately $132.81M in transactions.

Of the 24 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), JPMorgan Chase & Co. ($283.09K), NewEdge Advisors LLC ($139.27K), Nicolet Advisory Services LLC ($106.24K), Cedar Point Capital Partners LLC ($41.85K), Ameritas Advisory Services LLC ($30.17K), and CreativeOne Wealth LLC ($29.08K).

Institutional investors have sold a total of 1,110,733 shares in the last 24 months. This volume of shares sold represents approximately $21.22M in transactions.


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This page (NYSEARCA:YLD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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