Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free YLD Stock Alerts

Principal Active High Yield ETF (YLD) Institutional Ownership

$18.97 0.00 (0.00%)
As of 01:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$111.95M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$16.64M
Get YLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Active High Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

YLD Institutional Buying and Selling by Quarter

Principal Active High Yield ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/18/2026Western 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%
5/19/2026Western Wealth Management LLC27,963$530K0.0%N/A0.101%
5/18/2026Royal Bank of Canada428,934$8.13M0.0%+0.4%1.557%
5/14/2026 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%
2/17/2026Equitable Holdings Inc.16,158$307K0.0%-28.5%0.067%
2/17/2026Osaic Holdings Inc.138,056$2.63M0.0%+40.4%0.570%
2/17/2026 Advisory 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%
2/13/2026 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%
2/13/2026Wells 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%
2/12/2026 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%
2/11/2026Ameritas Investment Partners Inc.880,646$16.74M0.5%+6.6%3.639%
2/11/2026Cerity Partners LLC19,096$363K0.0%N/A0.079%
2/11/2026 LPL Financial LLC1,364,591$25.93M0.0%-19.8%5.639%
Ray Dalio: Buy Gold. Get Paid. (Ad)

Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power. A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.tc pixel

See how to follow Dalio's gold strategy and collect monthly income
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%
2/10/2026Goldman Sachs Group Inc.104,189$1.98M0.0%N/A0.431%
2/9/2026 Prospera Financial Services Inc16,051$305K0.0%N/A0.066%
2/6/2026 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%
2/4/2026Ameritas 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%
1/14/2026Elevatus 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%
11/17/2025Mariner LLC116,414$2.26M0.0%+28.6%0.529%
11/17/2025 Integrated Wealth Concepts LLC395,362$7.69M0.1%+43.1%1.797%
11/17/2025Ameriprise 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%
11/14/2025 Nicolet Bankshares Inc.55,621$1.08M0.2%+26.3%0.253%
11/13/2025Elevatus 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%
11/12/2025 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%
11/10/2025Ameritas 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%
11/6/2025Ameritas Advisory Services LLC32,581$634K0.0%-48.1%0.148%
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%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
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%
10/31/2025Brueske 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%
10/29/2025 McAdam LLC171,253$3.33M0.2%+17.2%0.778%


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. ($1.10M), 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 5,828,188 shares in the last 24 months. This purchase volume represents approximately $111.95M in transactions.

Of the 22 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 874,155 shares in the last 24 months. This volume of shares sold represents approximately $16.64M in transactions.


Related Companies

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 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
Central banks bought 710 tonnes - this fund pays monthly
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Gold buyout deals have handed shareholders overnight gains up to 79 percent
Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,...
Golden Portfolio | Sponsoredtc pixel