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Principal Active High Yield ETF (YLD) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$59.19M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$17.45M
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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
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%
2/12/2024 Fortress Wealth Management Inc.130,766$2.47M1.3%N/A2.235%
2/12/2024Focus Financial Network Inc. ADV27,203$516K0.0%N/A0.465%
2/7/2024Principal Financial Group Inc.2,253,410$42.50M0.0%+2.6%38.520%
2/7/2024Principal 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%
1/22/2024Wright 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%
11/8/2023Janney Montgomery Scott LLC56,992$1.03M0.0%+200.1%0.974%
11/1/2023Orion Portfolio Solutions LLC33,545$605K0.0%-51.6%0.573%
10/23/2023Commonwealth Equity Services LLC28,473$514K0.0%-29.8%0.487%
10/13/2023 PSI Advisors LLC10,501$190K0.1%-10.7%0.180%
10/10/2023 Cyndeo Wealth Partners LLC802,634$14.49M1.5%+2.9%13.720%
10/10/2023 Systelligence LLC535,497$9.67M2.7%+30.9%9.154%
8/11/2023Ameritas Investment Partners Inc.392,866$7.21M0.3%N/A6.716%
8/10/2023Moran Wealth Management LLC329,424$6.05M0.2%N/A5.631%
8/3/2023AJ Advisors LLC126,686$2.33M1.6%-3.2%2.166%
7/31/2023LPL Financial LLC31,812$584K0.0%+12.0%0.707%
7/27/2023 Cyndeo Wealth Partners LLC779,847$14.31M1.5%N/A17.330%
7/21/2023 Activest Wealth Management62,662$1.12M0.8%N/A1.392%
7/21/2023 PSI Advisors LLC11,759$216K0.1%-16.5%0.261%
7/13/2023 Systelligence LLC409,044$7.51M2.4%N/A9.090%
5/11/2023Envestnet Asset Management Inc.37,742$691K0.0%+3.2%0.839%
5/9/2023Principal Financial Group Inc.2,195,517$40.20M0.0%-27.9%48.789%
4/28/2023Janney Montgomery Scott LLC18,744$343K0.0%N/A0.417%
4/25/2023 PSI Advisors LLC14,083$258K0.1%-14.2%0.313%
4/21/2023AJ Advisors LLC130,900$2.40M1.8%N/A2.909%
2/9/2023Principal Financial Group Inc.3,045,491$54.36M0.0%+0.0%40.338%
2/8/2023 Cambridge Investment Research Advisors Inc.20,888$373K0.0%-20.3%0.277%
2/7/2023LPL Financial LLC40,747$727K0.0%+16.2%0.540%
2/7/2023Envestnet Asset Management Inc.36,576$653K0.0%+2.2%0.484%
2/6/2023Brinker Capital Investments LLC37,605$671K0.0%+13.7%0.498%
1/19/2023 PSI Advisors LLC16,414$293K0.2%-3.5%0.156%
11/1/2022Brinker Capital Investments LLC33,061$573K0.0%-2.3%0.248%
10/20/2022 PSI Advisors LLC17,001$294K0.2%-6.3%0.127%
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10/17/2022 Cambridge Investment Research Advisors Inc.26,198$454K0.0%-28.5%0.196%
8/13/2022Flow Traders U.S. LLC10,416$185K0.0%-8.7%0.064%
8/11/2022Cetera Investment Advisers25,658$455K0.0%-18.5%0.159%
8/3/2022Envestnet Asset Management Inc.32,561$578K0.0%+9.6%0.202%
7/18/2022 PSI Advisors LLC18,139$322K0.2%-13.2%0.140%
7/18/2022Brinker Capital Investments LLC33,824$600K0.0%N/A0.261%
7/18/2022DAVENPORT & Co LLC11,255$200K0.0%-41.9%0.087%
7/13/2022 Cambridge Investment Research Advisors Inc.36,661$651K0.0%-32.5%0.283%
5/4/2022Envestnet Asset Management Inc.29,696$592K0.0%+7.7%0.256%
4/20/2022 PSI Advisors LLC20,889$417K0.2%-17.1%0.180%
2/15/2022Cetera Investment Advisers31,798$662K0.0%-5.0%0.267%
2/9/2022Principal Financial Group Inc.9,494,200$197.76M0.1%N/A79.783%
2/4/2022Envestnet Asset Management Inc.27,585$575K0.0%+7.9%0.232%
2/3/2022 Cambridge Investment Research Advisors Inc.54,370$1.13M0.0%N/A0.457%
1/31/2022Commonwealth Equity Services LLC38,209$795K0.0%-6.5%0.325%
11/16/2021Cetera Investment Advisers33,478$701K0.0%+95.6%0.299%
11/16/2021Citadel Advisors LLC187,264$3.92M0.0%+181.7%1.672%
11/15/2021Flow Traders U.S. LLC11,337$237K0.0%N/A0.101%
11/12/2021 PSI Advisors LLC26,298$551K0.3%+118.3%0.235%
11/10/2021 Prentice Wealth Management LLC12,820$268K0.1%+706.3%0.114%
11/5/2021Advisor Group Holdings Inc.1,327$28K0.0%+120.4%0.012%
10/29/2021Commonwealth Equity Services LLC40,865$855K0.0%+101.4%0.365%
10/15/2021 AdvisorNet Financial Inc4,048$85K0.0%-56.9%0.036%
10/15/2021NEXT Financial Group Inc3,005$63K0.0%+101.0%0.027%
8/17/2021Citadel Advisors LLC66,485$2.78M0.0%-32.8%1.193%
8/16/2021Royal Bank of Canada8,528$356K0.0%+6.0%0.153%
8/13/2021LPL Financial LLC20,237$846K0.0%+27.6%0.363%
8/12/2021JPMorgan Chase & Co.1,085$45K0.0%N/A0.019%
8/11/2021Commonwealth Equity Services LLC20,292$847K0.0%-3.9%0.364%
8/11/2021 Prentice Wealth Management LLC1,590$66K0.0%-69.1%0.029%
8/10/2021 Cambridge Investment Research Advisors Inc.5,230$219K0.0%-20.4%0.094%
8/10/2021 PSI Advisors LLC12,048$503K0.3%-4.4%0.216%
8/4/2021Envestnet Asset Management Inc.11,926$498K0.0%+7.9%0.214%
8/2/2021Advisor Group Holdings Inc.602$25K0.0%-76.7%0.011%
5/18/2021Citadel Advisors LLC98,927$4.04M0.0%-6.6%1.774%
5/17/2021Royal Bank of Canada8,048$328K0.0%+173.1%0.144%
5/11/2021 PSI Advisors LLC12,603$514K0.3%-16.2%0.226%
5/7/2021 Cambridge Investment Research Advisors Inc.6,573$268K0.0%-27.4%0.118%
5/4/2021Envestnet Asset Management Inc.11,052$451K0.0%+3.7%0.198%
4/14/2021 AdvisorNet Financial Inc7,757$317K0.0%-52.6%0.134%
3/26/2021Susquehanna International Group LLP9,839$391K0.0%-59.2%0.170%
2/17/2021Jane Street Group LLC43,967$1.75M0.0%-39.2%0.755%
2/17/2021Cetera Investment Advisers17,621$700K0.0%-18.4%0.303%
2/12/2021LPL Financial LLC19,217$763K0.0%+7.2%0.330%
2/8/2021 PSI Advisors LLC15,037$596K0.4%-7.3%0.258%
2/5/2021NEXT Financial Group Inc1,480$59K0.0%-91.3%0.025%
2/4/2021 AdvisorNet Financial Inc16,362$650K0.1%+2.1%0.281%
2/4/2021 Cambridge Investment Research Advisors Inc.9,051$359K0.0%-37.5%0.155%
11/17/2020Jane Street Group LLC72,286$2.73M0.0%-41.0%1.230%
11/13/2020Cetera Investment Advisers21,589$814K0.1%-17.7%0.367%
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11/9/2020LPL Financial LLC17,924$676K0.0%-16.7%0.305%
11/6/2020 AdvisorNet Financial Inc16,018$604K0.1%-9.8%0.273%
10/29/2020 Cambridge Investment Research Advisors Inc.14,474$546K0.0%-37.6%0.246%
10/22/2020NEXT Financial Group Inc17,083$644K0.1%-10.2%0.291%
10/9/2020Envestnet Asset Management Inc.9,870$372K0.0%+6.7%0.168%
8/26/2020 AdvisorNet Financial Inc17,749$641K0.1%-6.9%0.295%
8/17/2020Jane Street Group LLC122,515$4.43M0.0%+15.9%1.756%
8/17/2020Private Advisor Group LLC1,060$38K0.0%N/A0.015%
8/11/2020Assetmark Inc.127,183$4.60M0.0%-2.5%1.701%
8/4/2020 PSI Advisors LLC21,052$760K0.1%-3.8%0.282%
(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, 27 institutional investors and hedge funds held shares of Principal Active High Yield ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($42.50M), Cyndeo Wealth Partners LLC ($15.31M), Systelligence LLC ($9.26M), Strategic Planning Group LLC ($8.80M), Ameritas Investment Partners Inc. ($7.21M), Moran Wealth Management LLC ($6.05M), and Cedar Point Capital Partners LLC ($4.71M).Learn more on YLD's institutional investors.

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

Of the 20 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 ($811.75K), Systelligence LLC ($535.50K), Ameritas Investment Partners Inc. ($392.87K), Moran Wealth Management LLC ($329.42K), Cedar Point Capital Partners LLC ($249.75K), AJ Advisors LLC ($236.36K), and Principal Securities Inc. ($235.32K).

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

Institutional investors have bought a total of 3,379,722 shares in the last 24 months. This purchase volume represents approximately $62.50M in transactions.

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

Of the 11 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 ($44.50K), Orion Portfolio Solutions LLC ($35.82K), Cambridge Investment Research Advisors Inc. ($33.46K), Commonwealth Equity Services LLC ($12.07K), PSI Advisors LLC ($10.39K), and DAVENPORT & Co LLC ($8.11K).

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

Institutional investors have sold a total of 1,006,105 shares in the last 24 months. This volume of shares sold represents approximately $18.40M in transactions.


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This page (NYSEARCA:YLD) was last updated on 4/25/2024 by MarketBeat.com Staff

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