YLD institutional holders

PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding68
Shares held26,353,581
Reported value$502.6m
Quarter flows9 new, 31 added, 20 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PRINCIPAL SECURITIES, INC.4,807,872$91.7m1.1%
ENVESTNET ASSET MANAGEMENT INC4,334,582$82.7m0.0%
PRINCIPAL FINANCIAL GROUP INC3,253,825$61.9m0.0%
AMERIPRISE FINANCIAL INC2,086,927$39.8m0.0%
WELLS FARGO & COMPANY/MN1,920,432$36.6m0.0%
LPL Financial LLC1,526,597$29.1m0.0%
Cyndeo Wealth Partners, LLC1,112,557$21.2m1.0%
Ameritas Investment Partners, Inc.950,578$18.1m0.5%
RAYMOND JAMES FINANCIAL INC866,006$16.5m0.0%
BALANCED WEALTH GROUP LLC860,404$16.4m5.2%
STIFEL FINANCIAL CORP518,546$9.9m0.0%
McAdam, LLC437,028$8.3m0.3%
ROYAL BANK OF CANADA367,334$7.0m0.0%
Integrated Wealth Concepts LLC353,081$6.7m0.0%
BlueStem Wealth Partners, LLC330,214$6.3m0.6%
JPMORGAN CHASE & CO303,525$5.8m0.0%
US BANCORP \DE\303,329$5.8m0.0%
OSAIC HOLDINGS, INC.260,642$5.0m0.0%
Manske Wealth Management174,477$3.3m0.8%
NICOLET BANKSHARES INC143,202$2.7m0.1%
CreativeOne Wealth, LLC112,605$2.1m0.0%
Ameritas Advisory Services, LLC104,007$2.0m0.0%
Fifth Third Securities, Inc. 99,978$1.9m0.1%
Cambridge Investment Research Advisors, Inc.97,950$1.9m0.0%
IAG Wealth Partners, LLC87,776$1.7m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("YLD"). YLD price history · All 13F data

Get a free API keySee history bundlesDownload free samples