Who owns Principal Active High Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of YLD from SEC Form 13F filings across 69 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 69 institutions disclosed 26.5M shares of Principal Active High Yield ETF worth $506.3M — about 87.3% of shares outstanding; the largest disclosed holder is PRINCIPAL SECURITIES, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
69
13F holders
$506.3M
value, 2026 filers
87.3%
of shares outstanding (26.5M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of YLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 4.8M | $91.7M | 1.1% | 15.8% | +44.1% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4.3M | $82.7M | 0.0% | 14.3% | +50.1% |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 3.3M | $61.9M | 0.0% | 10.7% | +4.1% |
| 4 | AMERIPRISE FINANCIAL INC | 2.1M | $39.8M | 0.0% | 6.9% | +39.2% |
| 5 | WELLS FARGO & COMPANY/MN | 1.9M | $36.6M | 0.0% | 6.3% | +28.1% |
| 6 | LPL Financial LLC | 1.5M | $29.1M | 0.0% | 5% | +13.9% |
| 7 | Cyndeo Wealth Partners, LLC | 1.1M | $21.2M | 1.0% | 3.7% | +3.9% |
| 8 | Ameritas Investment Partners, Inc. | 950,578 | $18.1M | 0.5% | 3.1% | +4.4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 866,006 | $16.5M | 0.0% | 2.8% | +20.0% |
| 10 | BALANCED WEALTH GROUP LLC | 860,404 | $16.4M | 5.2% | 2.8% | +4.5% |
| 11 | STIFEL FINANCIAL CORP | 518,546 | $9.9M | 0.0% | 1.7% | -0.4% |
| 12 | McAdam, LLC | 437,028 | $8.3M | 0.3% | 1.4% | +97.6% |
| 13 | ROYAL BANK OF CANADA | 367,334 | $7.0M | 0.0% | 1.2% | -14.4% |
| 14 | Integrated Wealth Concepts LLC | 353,081 | $6.7M | 0.0% | 1.2% | +1.0% |
| 15 | BlueStem Wealth Partners, LLC | 330,214 | $6.3M | 0.6% | 1.1% | +10.9% |
| 16 | JPMORGAN CHASE & CO | 303,525 | $5.8M | 0.0% | 1% | +1.9% |
| 17 | US BANCORP \DE\ | 303,329 | $5.8M | 0.0% | 1% | +10.5% |
| 18 | OSAIC HOLDINGS, INC. | 260,642 | $5.0M | 0.0% | 0.9% | +140.3% |
| 19 | MLG Wealth Management DBA Pine Grove Financial GroupNEW | 240,529 | $4.6M | 0.5% | 0.8% | new |
| 20 | Manske Wealth Management | 174,477 | $3.3M | 0.8% | 0.6% | -1.8% |
| 21 | NICOLET BANKSHARES INC | 143,202 | $2.7M | 0.1% | 0.5% | -74.2% |
| 22 | CreativeOne Wealth, LLC | 112,605 | $2.1M | 0.0% | 0.4% | +61.9% |
| 23 | Ameritas Advisory Services, LLC | 104,007 | $2.0M | 0.0% | 0.3% | +60.3% |
| 24 | Fifth Third Securities, Inc. | 99,978 | $1.9M | 0.1% | 0.3% | +40.7% |
| 25 | IAG Wealth Partners, LLC | 87,776 | $1.7M | 0.2% | 0.3% | +11314.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.