Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

Principal Active High Yield ETF (YLD) Institutional Ownership

$19.22 +0.04 (+0.21%)
(As of 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$52.19M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$11.14M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.609,578$11.91M0.0%+12.7%6.555%
12/19/2024Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
11/15/2024MML Investors Services LLC13,771$269K0.0%N/A0.148%
11/15/2024Orion Portfolio Solutions LLC36,563$714K0.0%+45.8%0.393%
11/15/2024Jane Street Group LLC81,073$1.58M0.0%N/A0.872%
11/15/2024Stifel Financial Corp27,936$546K0.0%N/A0.300%
11/12/2024Nicolet Advisory Services LLC534,036$10.40M1.0%-32.1%5.742%
11/5/2024Systelligence LLC481,186$9.40M2.3%-1.0%5.174%
10/31/2024Principal Financial Group Inc.2,342,546$45.75M0.0%+1.2%25.189%
10/30/2024Legacy CG LLC255,706$4.99M1.6%-0.5%2.750%
10/29/2024Cedar Point Capital Partners LLC191,808$3.75M2.6%-26.9%2.062%
10/28/2024Principal Securities Inc.731,823$14.29M0.3%+89.4%7.869%
10/24/2024PFG Investments LLC22,290$435K0.0%N/A0.240%
10/23/2024PSI Advisors LLC5,824$114K0.0%-21.0%0.063%
10/22/2024McAdam 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%
10/2/2024First 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%
7/30/2024AJ Advisors LLC98,509$1.88M1.0%-2.6%1.059%
7/30/2024Hobart Private Capital LLC30,756$586K0.2%+34.8%0.331%
7/29/2024Principal Financial Group Inc.2,315,177$44.11M0.0%+1.6%24.894%
7/29/2024Ameritas Advisory Services LLC38,477$733K0.0%+1.9%0.414%
7/25/2024Systelligence LLC485,859$9.26M2.5%-0.9%5.224%
7/23/2024PSI Advisors LLC7,374$140K0.0%-29.7%0.079%
7/22/2024Legacy CG LLC257,082$4.90M1.7%N/A2.764%
7/17/2024Redhawk Wealth Advisors Inc.568,528$10.83M1.7%N/A6.113%
7/16/2024Cedar 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%
5/22/2024Cedar 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%
5/1/2024Janney Montgomery Scott LLC20,598$395K0.0%+24.1%0.221%
4/29/2024Principal Financial Group Inc.2,279,053$43.67M0.0%+1.1%25.183%
4/26/2024AJ Advisors LLC101,168$1.94M1.1%-4.1%1.118%
4/15/2024Hobart Private Capital LLC22,817$437K0.1%N/A0.252%
4/12/2024Strategic Planning Group LLC459,137$8.80M2.1%+34.6%7.848%
3/8/2024ICA Group Wealth Management LLC1,600$30K0.0%N/A0.027%
Elon Musk’s next tweet could help pay for your retirement (Ad)

Elon Musk says the government is going bankrupt. Seniors are getting crushed by inflation.

But there is a way you could claim a chunk of over $1 trillion in spending, courtesy of Elon Musk.
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%
2/7/2024Principal Financial Group Inc.2,253,410$42.50M0.0%+2.6%38.520%
2/7/2024Principal Securities Inc.235,322$4.44M0.2%N/A4.023%
2/5/2024Kestra Private Wealth Services LLC33,830$638K0.0%N/A0.578%
2/3/2024Cedar Point Capital Partners LLC249,749$4.71M3.9%N/A4.269%
1/24/2024AJ Advisors LLC105,456$1.99M1.2%N/A1.803%
1/22/2024Wright Fund Management LLC21,978$415K0.0%N/A0.376%
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%
11/8/2023Janney 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%
10/13/2023PSI 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%
8/3/2023AJ 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%
7/21/2023PSI 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%
5/9/2023Principal Financial Group Inc.2,195,517$40.20M0.0%-27.9%48.789%
4/28/2023Janney Montgomery Scott LLC18,744$343K0.0%N/A0.417%
4/25/2023PSI Advisors LLC14,083$258K0.1%-14.2%0.313%
4/21/2023AJ Advisors LLC130,900$2.40M1.8%N/A2.909%
2/9/2023Principal Financial Group Inc.3,045,491$54.36M0.0%+0.0%40.338%
2/8/2023Cambridge 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%
1/19/2023PSI Advisors LLC16,414$293K0.2%-3.5%0.156%
11/1/2022Brinker Capital Investments LLC33,061$573K0.0%-2.3%0.248%
10/20/2022PSI Advisors LLC17,001$294K0.2%-6.3%0.127%
10/17/2022Cambridge 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%
7/18/2022PSI Advisors LLC18,139$322K0.2%-13.2%0.140%
7/18/2022Brinker Capital Investments LLC33,824$600K0.0%N/A0.261%
7/18/2022DAVENPORT & Co LLC11,255$200K0.0%-41.9%0.087%
7/13/2022Cambridge 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%
4/20/2022PSI Advisors LLC20,889$417K0.2%-17.1%0.180%
2/15/2022Cetera Investment Advisers31,798$662K0.0%-5.0%0.267%
2/9/2022Principal 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%
Amazon coin set to soar 25X – starting December 16th? (Ad)

This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team of crypto experts has identified it as the most promising crypto of 2025. You can see all of the details surrounding the #1 Crypto of 2025

>3-Cent Amazon Coin<
2/3/2022Cambridge 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%
11/12/2021PSI Advisors LLC26,298$551K0.3%+118.3%0.235%
11/10/2021Prentice Wealth Management LLC12,820$268K0.1%+706.3%0.114%
11/5/2021Advisor Group Holdings Inc.1,327$28K0.0%+120.4%0.012%
10/29/2021Commonwealth Equity Services LLC40,865$855K0.0%+101.4%0.365%
10/15/2021AdvisorNet Financial Inc4,048$85K0.0%-56.9%0.036%
(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, 36 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), Principal Securities Inc. ($14.29M), JPMorgan Chase & Co. ($11.91M), Redhawk Wealth Advisors Inc. ($10.83M), Nicolet Advisory Services LLC ($10.40M), and Ameritas Investment Partners Inc. ($10.05M).Learn more on YLD's institutional investors.

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

Of the 33 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 5,056,663 shares in the last 24 months. This purchase volume represents approximately $94.85M in transactions.

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

Of the 12 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), Nicolet Advisory Services LLC ($252.01K), Fortress Wealth Management Inc. ($101.95K), Truist Financial Corp ($83.20K), Cedar Point Capital Partners LLC ($70.65K), Systelligence LLC ($53.79K), and Orion Portfolio Solutions LLC ($35.82K).

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

Institutional investors have sold a total of 1,488,470 shares in the last 24 months. This volume of shares sold represents approximately $27.86M in transactions.


Related Companies

This page (NYSEARCA:YLD) was last updated on 1/2/2025 by MarketBeat.com Staff
From Our Partners
3 CENT Crypto to Explode December 16th?
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
The Next Big Thing in AI: Musk’s Secret Supplier
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Apple feeling the heat from Nvidia
Nvidia has moved on to the next frontier of AI it intends to dominate. And we believe the three companies p...
Weiss Ratings | Sponsored