Who Owns Principal Active High Yield ETF (YLD)?Hedge Fund & Institutional Holders

$18.79-0.04 (-0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.408700028e+282T

% of Float Held

—

QoQ Change in Holders

+9 / -2

Price History

$18.16$18.52$18.88$19.25$19.61Sep 24Jun 25Mar 26

YLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+3.0M+$56.8B
BALANCED WEALTH GROUP LLCNew Position+712K+$13.8B
AMERIPRISE FINANCIAL INCIncreased+426K+$7.5B
STIFEL FINANCIAL CORPIncreased+217K+$3.3B
Cedar Point Capital Partners, LLCNew Position+161K+$3.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+113K+$2.0B
ELEVATUS WELATH MANAGEMENTIncreased+96K+$1.8B
AJ Advisors, LLCNew Position+74K+$1.4B
WELLS FARGO & COMPANY/MNIncreased+148K+$1.3B
Capital Investment Advisory Services, LLCNew Position+59K+$1.1B
GOLDMAN SACHS GROUP INCNew Position+104K+$1.0B
PFG Investments, LLCNew Position+29K+$544.0M
ROYAL BANK OF CANADAIncreased+38K+$434.0M
Milestones Private Investment Advisors LLCNew Position+19K+$354.0M
Cyndeo Wealth Partners, LLCIncreased+39K+$316.4M

YLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-338K-$33.1B
NewEdge Advisors, LLCDecreased-129K-$4.3B
NICOLET ADVISORY SERVICES, LLCDecreased-106K-$2.4B
Mariner, LLCClosed Position-116K-$2.3B
JPMORGAN CHASE & CODecreased-101K-$2.2B
RAYMOND JAMES FINANCIAL INCDecreased-36K-$1.6B
MML INVESTORS SERVICES, LLCDecreased-8K-$669.0M
CreativeOne Wealth, LLCDecreased-17K-$529.9M
US BANCORP \DE\Decreased-18K-$472.3M
Equitable Holdings, Inc.Decreased-6K-$439.4M
VERUS CAPITAL PARTNERS, LLCDecreased-4K-$399.1M
Hobart Private Capital, LLCDecreased-16K-$323.7M
Manske Wealth ManagementDecreased-20-$79.8M
UBS Group AGClosed Position-2K-$31.2M
FIRST COMMUNITY TRUST NADecreased-776-$16.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRINCIPAL FINANCIAL GROUP INC2,324,513$44.1B22.51%Share
2AMERIPRISE FINANCIAL INC1,481,231$28.0B6.33%Share
3Cyndeo Wealth Partners, LLC971,848$18.5B1.00%Share
4Ameritas Investment Partners, Inc.880,646$16.0B0.49%Share
5BALANCED WEALTH GROUP LLC712,304$13.8B5.04%Share
6PRINCIPAL FINANCIAL GROUP INC668,567$12.7B6.49%Share
7RAYMOND JAMES FINANCIAL INC604,796$11.0B3.42%Share
8WELLS FARGO & COMPANY/MN548,695$10.0B1.82%Share
9NICOLET ADVISORY SERVICES, LLC433,302$8.0B0.54%Share
10ROYAL BANK OF CANADA427,200$8.0B1.30%Share
11JPMORGAN CHASE & CO374,215$7.0B0.44%Share
12BlueStem Wealth Partners, LLC280,193$5.3B0.59%Share
13STIFEL FINANCIAL CORP304,807$5.0B4.50%Share
14US BANCORP \DE\256,061$4.9B5.70%Share
15WELLS FARGO & COMPANY/MN249,236$4.0B0.73%Share
16Manske Wealth Management178,331$3.4B1.00%Share
17Cedar Point Capital Partners, LLC161,106$3.1B1.95%Share
18ELEVATUS WELATH MANAGEMENT107,017$2.0B0.56%Share
19COMMONWEALTH EQUITY SERVICES, LLC113,474$2.0B2.67%Share
20RAYMOND JAMES FINANCIAL INC106,872$2.0B0.62%Share
21OSAIC HOLDINGS, INC.138,056$2.0B2.92%Share
22AJ Advisors, LLC74,021$1.4B0.52%Share
23Capital Investment Advisory Services, LLC58,968$1.1B0.08%Share
24GOLDMAN SACHS GROUP INC104,189$1.0B0.12%Share
25Hobart Private Capital, LLC36,374$691.0M0.13%Share
26PFG Investments, LLC28,639$544.0M0.03%Share
27Milestones Private Investment Advisors LLC18,665$354.0M0.24%Share
28Transcendent Capital Group LLC13,419$255.0M0.12%Share
29Belpointe Asset Management LLC12,775$242.0M0.01%Share
30Farther Finance Advisors, LLC4,174$79.0M0.85%Share
31PRINCIPAL SECURITIES, INC.2,872,059$54.0M0.83%Share
32ENVESTNET ASSET MANAGEMENT INC2,311,524$43.0M0.01%Share
33US BANCORP \DE\2,200$41.0M0.05%Share
34FIRST COMMUNITY TRUST NA1,337$25.0M0.02%Share
35LPL Financial LLC1,364,591$25.0M0.01%Share
36COMERICA BANK1,260$23.0M0.09%Share
37CoreCap Advisors, LLC902$17.0M0.00%Share
38Hobart Private Capital, LLC234$4.0M0.00%Share
39Envestnet Portfolio Solutions, Inc.194,512$3.0M0.01%Share
40JANE STREET GROUP, LLC157,285$2.0M0.00%Share
41NICOLET BANKSHARES INC63,107$1.2M0.19%Share
42FIFTH THIRD SECURITIES, INC.61,850$1.2M0.08%Share
43Ameritas Advisory Services, LLC61,569$1.2M0.04%Share
44NewEdge Advisors, LLC91,635$1.0M0.00%Share
45Greenline Wealth Management LLC35,437$673K0.70%Share
46Gallagher Fiduciary Advisors, LLC26,310$500K0.02%Share
47DAVENPORT & Co LLC24,872$472K0.00%Share
48KESTRA PRIVATE WEALTH SERVICES, LLC18,001$342K0.00%Share
49Stonebridge Financial Group, LLC / MO15,100$286K0.25%Share
50TRUIST FINANCIAL CORP11,624$220K0.00%Share

YLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$216.7B+26
Q3 202544$180.9B-11
Q2 202555$207.4B-2
Q1 202557$239.5B+13
Q4 202444$18.8T+6
Q3 202438$35.6T+6
Q2 202432$13.1T+2
Q1 202430$12.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold YLD (Principal Active High Yield ETF). The largest holder is PRINCIPAL FINANCIAL GROUP INC with $44.1B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own YLD?

As of Q4 2025, 50 institutional investors report holding YLD (Principal Active High Yield ETF) in their 13F filings.

Who is the largest institutional holder of YLD?

The largest institutional holder of YLD is PRINCIPAL FINANCIAL GROUP INC with $44.1B in shares.

Is institutional ownership of YLD increasing or decreasing?

This quarter, 9 institutions opened new positions in YLD and 2 closed their positions.