Who owns YLD?
Principal Active High Yield ETF · Principal
69 institutions reported holding YLD, worth $508.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Securities, Inc. | Des Moines, IA | $91.7M | 4,807,872 | +1,471,513 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $82.7M | 4,334,582 | +1,446,360 shares |
| Principal Financial Group Inc. | Des Moines, IA | $61.9M | 3,253,825 | +128,255 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $39.8M | 2,086,927 | +587,911 shares |
| Wells Fargo & Company | San Francisco, CA | $36.6M | 1,920,432 | +421,335 shares |
| LPL Financial LLC | Fort Mill, SC | $29.1M | 1,526,597 | +186,562 shares |
| Cyndeo Wealth Partners, LLC | St. Petersburg, FL | $21.2M | 1,112,557 | +41,774 shares |
| Ameritas Investment Partners, Inc. | Lincoln, NE | $18.1M | 950,578 | +40,397 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $16.5M | 866,006 | +144,049 shares |
| Balanced Wealth Group LLC | Westlake, OH | $16.4M | 860,404 | +37,330 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns YLD?
69 institutional managers reported holding YLD in Form 13F filings for June 30, 2026, worth $508.3M in total. The largest reported position was held by Principal Securities, Inc., at $91.7M.
Did institutions buy or sell YLD last quarter?
Reported 13F value rose 24.4% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is YLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.