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Principal Active High Yield ETF (YLD) Institutional Ownership

$19.03 +0.04 (+0.21%)
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)
63
Total
Institutional Inflows
(last 12 months)
$171.91M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$22.25M
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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
5/4/2026 Milestones 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%
5/2/2026 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%
2/18/2026NewEdge 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%
2/16/2026 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%
2/13/2026CreativeOne 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%
2/12/2026 Commonwealth 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%
2/10/2026Goldman Sachs Group Inc.104,189$1.98M0.0%N/A0.431%
2/9/2026 Prospera Financial Services Inc16,051$305K0.0%N/A0.066%
2/6/2026BlueStem 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%
2/4/2026Ameritas 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%
2/2/2026 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%
1/21/2026Capital 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%
1/1/2026JPMorgan 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%
12/2/2025 IFP Advisors Inc5,339$104K0.0%N/A0.024%
11/18/2025Advisory Services Network LLC8,876$173K0.0%N/A0.040%
11/17/2025 Kestra Private Wealth Services LLC34,086$663K0.0%-12.2%0.155%
11/17/2025NewEdge 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%
11/13/2025 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%
11/13/2025CreativeOne Wealth LLC27,243$530K0.0%-11.7%0.124%
11/12/2025 Manske Wealth Management178,351$3.47M1.1%+4.4%0.811%
11/12/2025BlueStem 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%
11/5/2025 Envestnet 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%
11/3/2025Annis 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%
10/31/2025Brueske Advisory Services LLC32,143$625K0.3%+6.9%0.146%
10/31/2025 PFG Investments LLC27,270$530K0.0%+9.8%0.124%
10/30/2025 Envestnet Portfolio Solutions Inc.211,712$4.12M0.0%+5.1%0.962%
10/29/2025McAdam LLC171,253$3.33M0.2%+17.2%0.778%
10/22/2025 Milestones 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%
10/15/2025 DAVENPORT & Co LLC25,377$494K0.0%+22.5%0.117%
10/10/2025 Fifth Third Securities Inc.57,995$1.13M0.1%N/A0.272%
10/10/2025 Cyndeo Wealth Partners LLC933,334$18.15M1.0%-0.5%4.382%
9/11/2025 Milestones Private Investment Advisors LLC20,804$403K0.3%N/A0.120%
9/4/2025Osaic Holdings Inc.83,183$1.61M0.0%-10.1%0.481%
8/15/2025Smartleaf Asset Management LLC32,121$620K0.1%+23.6%0.186%
8/15/2025 MML Investors Services LLC31,181$604K0.0%+68.8%0.180%
8/14/2025Raymond James Financial Inc.591,861$11.46M0.0%+2.0%3.421%
8/14/2025NewEdge Advisors LLC114,460$2.22M0.0%+46.9%0.662%


YLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YLD shares?

During the previous two years, 81 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.

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

Of the 75 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).

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

Institutional investors have bought a total of 8,958,763 shares in the last 24 months. This purchase volume represents approximately $171.91M in transactions.

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

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), Nicolet Advisory Services LLC ($136.32K), NewEdge Advisors LLC ($129.24K), Raymond James Financial Inc. ($42.04K), Cedar Point Capital Partners LLC ($41.85K), and Ameritas Advisory Services LLC ($30.17K).

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

Institutional investors have sold a total of 1,164,591 shares in the last 24 months. This volume of shares sold represents approximately $22.25M in transactions.


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