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Principal Active High Yield ETF (YLD) Institutional Ownership

$19.21
-0.14 (-0.72%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Principal Active High Yield ETF (NYSEARCA:YLD)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$48.38M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.13M
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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
10/31/2024 Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
10/30/2024 Legacy CG LLC255,706$4.99M1.6%-0.5%2.750%
10/29/2024 Cedar Point Capital Partners LLC191,808$3.75M2.6%-26.9%2.062%
10/28/2024 Principal Securities Inc.731,823$14.29M0.3%+89.4%7.869%
10/24/2024 PFG Investments LLC22,290$435K0.0%N/A0.240%
10/23/2024 PSI Advisors LLC5,824$114K0.0%-21.0%0.063%
10/22/2024 McAdam LLC62,644$1.22M0.1%N/A0.674%
10/19/2024Cyndeo Wealth Partners LLC864,409$16.88M1.2%+3.0%9.295%
10/18/2024Fortress Wealth Management Inc.41,453$810K0.4%-70.9%0.446%
10/2/2024 First Community Trust NA4,225$83K0.1%N/A0.045%
8/21/2024Truist Financial Corp47,105$897K0.0%-63.8%0.507%
8/8/2024Envestnet Asset Management Inc.200,984$3.83M0.0%+14.1%2.161%
7/31/2024Commonwealth Equity Services LLC23,543$449K0.0%+7.6%0.253%
7/30/2024 AJ Advisors LLC98,509$1.88M1.0%-2.6%1.059%
7/30/2024Hobart Private Capital LLC30,756$586K0.2%+34.8%0.331%
7/29/2024 Principal Financial Group Inc.2,315,177$44.11M0.0%+1.6%24.894%
7/29/2024 Ameritas Advisory Services LLC38,477$733K0.0%+1.9%0.414%
7/25/2024Systelligence LLC485,859$9.26M2.5%-0.9%5.224%
7/23/2024 PSI Advisors LLC7,374$140K0.0%-29.7%0.079%
7/22/2024 Legacy CG LLC257,082$4.90M1.7%N/A2.764%
7/17/2024 Redhawk Wealth Advisors Inc.568,528$10.83M1.7%N/A6.113%
7/16/2024 Cedar Point Capital Partners LLC262,462$5M3.7%+2.8%2.822%
7/16/2024Fortress Wealth Management Inc.142,588$2.72M1.4%-0.6%1.533%
5/22/2024 Cedar Point Capital Partners LLC255,321$4.89M3.7%+2.2%2.745%
5/13/2024Ameritas Investment Partners Inc.524,331$10.05M0.3%+9.0%5.638%
5/10/2024Nicolet Advisory Services LLC766,963$14.60M1.5%+2.1%8.247%
5/1/2024 Janney Montgomery Scott LLC20,598$395K0.0%+24.1%0.221%
4/29/2024 Principal Financial Group Inc.2,279,053$43.67M0.0%+1.1%25.183%
4/26/2024 AJ Advisors LLC101,168$1.94M1.1%-4.1%1.118%
4/15/2024Hobart 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%
2/12/2024Fortress Wealth Management Inc.130,766$2.47M1.3%N/A2.235%
2/12/2024Focus Financial Network Inc. ADV27,203$516K0.0%N/A0.465%
2/7/2024 Principal Financial Group Inc.2,253,410$42.50M0.0%+2.6%38.520%
2/7/2024 Principal Securities Inc.235,322$4.44M0.2%N/A4.023%
2/5/2024Kestra Private Wealth Services LLC33,830$638K0.0%N/A0.578%
2/3/2024 Cedar Point Capital Partners LLC249,749$4.71M3.9%N/A4.269%
1/24/2024 AJ Advisors LLC105,456$1.99M1.2%N/A1.803%
1/22/2024Wright Fund Management LLC21,978$415K0.0%N/A0.376%
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1/12/2024Cyndeo Wealth Partners LLC811,747$15.31M1.4%+1.1%13.876%
1/8/2024Systelligence LLC491,001$9.26M2.5%-8.3%8.393%
11/8/2023 Janney 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%
10/10/2023Cyndeo Wealth Partners LLC802,634$14.49M1.5%+2.9%13.720%
10/10/2023Systelligence 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%
8/3/2023 AJ Advisors LLC126,686$2.33M1.6%-3.2%2.166%
7/31/2023LPL Financial LLC31,812$584K0.0%+12.0%0.707%
7/27/2023Cyndeo Wealth Partners LLC779,847$14.31M1.5%N/A17.330%
7/21/2023Activest Wealth Management62,662$1.12M0.8%N/A1.392%
7/21/2023 PSI Advisors LLC11,759$216K0.1%-16.5%0.261%
7/13/2023Systelligence LLC409,044$7.51M2.4%N/A9.090%
5/11/2023Envestnet Asset Management Inc.37,742$691K0.0%+3.2%0.839%
5/9/2023 Principal Financial Group Inc.2,195,517$40.20M0.0%-27.9%48.789%
4/28/2023 Janney Montgomery Scott LLC18,744$343K0.0%N/A0.417%
4/25/2023 PSI Advisors LLC14,083$258K0.1%-14.2%0.313%
4/21/2023 AJ Advisors LLC130,900$2.40M1.8%N/A2.909%
2/9/2023 Principal 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%
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%
7/18/2022 DAVENPORT & 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%
2/9/2022 Principal 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%
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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%
(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, 32 institutional investors and hedge funds held shares of Principal Active High Yield ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($45.75M), Cyndeo Wealth Partners LLC ($16.88M), Nicolet Advisory Services LLC ($14.60M), Principal Securities Inc. ($14.29M), Redhawk Wealth Advisors Inc. ($10.83M), Ameritas Investment Partners Inc. ($10.05M), and Systelligence LLC ($9.26M).Learn more on YLD's institutional investors.

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

Of the 28 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 ($836.81K), Principal Securities Inc. ($580.83K), Redhawk Wealth Advisors Inc. ($568.53K), Systelligence LLC ($535.50K), Ameritas Investment Partners Inc. ($436.34K), Moran Wealth Management LLC ($329.42K), and Cedar Point Capital Partners LLC ($262.46K).

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

Institutional investors have bought a total of 4,826,351 shares in the last 24 months. This purchase volume represents approximately $90.35M 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), Fortress Wealth Management Inc. ($101.95K), Truist Financial Corp ($83.20K), Cedar Point Capital Partners LLC ($70.65K), Systelligence LLC ($49.12K), Orion Portfolio Solutions LLC ($35.82K), and Commonwealth Equity Services LLC ($12.07K).

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

Institutional investors have sold a total of 1,231,790 shares in the last 24 months. This volume of shares sold represents approximately $22.85M in transactions.


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This page (NYSEARCA:YLD) was last updated on 11/2/2024 by MarketBeat.com Staff
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