Who Owns YLD?
Principal Active High Yield ETF — Institutional Ownership & 13F Holdings
$19.08
+0.07 (+0.37%)
Market Cap
$489.6M
Shares Outstanding
25,917,665
Institutional Holders
57
Total Inst. Value
$238.7M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
20
Closed Positions
7
Increased
27
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $93.5M | 2,607,556 |
| 2 | Cyndeo Wealth Partners, LLC | $17.7M | 929,537 |
| 3 | PRINCIPAL SECURITIES, INC. | $16.3M | 849,822 |
| 4 | Ameritas Investment Partners, Inc. | $14.0M | 737,476 |
| 5 | JPMORGAN CHASE & CO | $11.8M | 620,152 |
| 6 | RAYMOND JAMES FINANCIAL INC | $11.1M | 580,302 |
| 7 | NICOLET ADVISORY SERVICES, LLC | $9.4M | 512,621 |
| 8 | Empowered Funds, LLCNew | $7.6M | 403,415 |
| 9 | Legacy CG, LLCNew | $6.2M | 324,764 |
| 10 | Integrated Wealth Concepts LLCNew | $5.0M | 262,430 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | +78K | $93.5M |
| Cyndeo Wealth Partners, LLC | +49K | $17.7M |
| PRINCIPAL SECURITIES, INC. | +600 | $16.3M |
| Ameritas Investment Partners, Inc. | +91K | $14.0M |
| JPMORGAN CHASE & CO | +37K | $11.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Systelligence, LLC | -217K | $5.0M |
| RAYMOND JAMES FINANCIAL INC | -42K | $11.1M |
| NICOLET ADVISORY SERVICES, LLC | -30K | $9.4M |
| Equitable Holdings, Inc. | -7K | $260K |
| TRUIST FINANCIAL CORP | -863 | $236K |
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Frequently Asked Questions
How many institutional investors hold YLD?
As of Q1 2025, 57 institutional investors report holding YLD (Principal Active High Yield ETF) in their 13F filings.
Which hedge fund owns the most YLD?
The largest institutional holder of YLD is PRINCIPAL FINANCIAL GROUP INC with $93.5M in shares.
Are institutions buying or selling YLD?
This quarter, 20 institutions opened new positions in YLD and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.